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Infrastructure & Construction

Infrastructure covers the roads, bridges, ports, pipes, and public buildings everything else runs on, funded in long political cycles rather than by the market. Aggregates, cement, and engineering capacity are the usual constraints.

127 stocks

Green Building

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
476	YCM Yiheng Capital Management San Francisco, California	$55.8M	+$16.4M	1	2.85%	Increased
477	Polar Asset Management Partners Toronto, Ontario, Canada	$55.3M	+$6.26M	9	0.59%	Increased
478	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$55.3M	-$8.36M	3	2.27%	Reduced
479	Brinker Capital Investments Berwyn, Pennsylvania	$55M	-$433K	25	0.8%	Reduced
480	SIG Senator Investment Group New York	$54.8M	-$113M	1	1.06%	Reduced
481	MCM Maryland Capital Management Towson, Maryland	$54.7M	-$3.97M	2	2.96%	Reduced
482	SAM Southernsun Asset Management Memphis, Tennessee	$54.5M	-$14.9M	1	5.45%	Reduced
483	CA Capitolis Advisors New York	$54.1M	+$17.5M	7	0.32%	Increased
484	Quilter Plc London, United Kingdom	$54M	+$7.18M	4	1.41%	Increased
485	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$54M	-$4.94M	4	1.6%	Reduced
486	Mercer Global Advisors Denver, Colorado	$54M	-$3.74M	20	0.33%	Reduced
487	Whittier Trust South Pasadena, California	$53.9M	+$1.4M	23	0.88%	Increased
488	Penserra Capital Management Orinda, California	$53.6M	+$22.7M	9	1.15%	Increased
489	TCAM Turtle Creek Asset Management Toronto, Ontario, Canada	$53.6M	-$2.24M	2	1.78%	Reduced
490	RCW Rheos Capital Works Tokyo, Japan	$53.6M	+$1.38M	4	2.34%	Increased
491	Conning Inc Hartford, Connecticut	$53.4M	+$1.82M	4	1.42%	Increased
492	MCI McDonald Capital Investors Orinda, California	$53.2M	-$1.5M	1	3.73%	Reduced
493	SIC Schwartz Investment Counsel Plymouth, Michigan	$52.8M	+$3.13M	2	2.05%	Increased
494	Ancora Advisors Cleveland, Ohio	$52.8M	-$4.68M	30	1.25%	Reduced
495	Norinchukin Bank Tokyo, Japan	$52.6M	-$435K	8	0.66%	Reduced
496	FTCM Fir Tree Capital Management New York	$52.5M	+$41.8M	3	1.42%	Increased
497	SC Skylands Capital Milwaukee, Wisconsin	$52.4M	-$5.47M	5	6.04%	Reduced
498	Glenview Trust Louisville, Kentucky	$52.3M	+$1.58M	4	1.73%	Increased
499	Guardian Capital (Canada) Toronto, Ontario, Canada	$52.3M	-$15.5M	3	1.01%	Reduced
500	LCM Lionstone Capital Management New York	$52.2M	$0	1	12.7%	Maintained