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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	Banque Pictet & Cie Geneva 73, Switzerland	$57.3M	+$1.89M	14	0.44%	Increased
477	BCA Bernzott Capital Advisors Camarillo, California	$56.9M	+$2.71M	2	5.22%	Increased
478	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$56.7M	+$1.99M	8	2.69%	Increased
479	Neville Rodie & Shaw New York	$56.4M	+$3.97M	6	4.2%	Increased
480	Great Lakes Advisors Chicago, Illinois	$56.4M	+$14.3M	7	0.92%	Increased
481	Corda Investment Management Houston, Texas	$56.3M	-$1.1M	1	4.37%	Reduced
482	VI Versor Investments New York	$56.1M	+$7.8M	13	2.1%	Increased
483	SG Americas Securities New York	$56.1M	-$38.6M	41	0.41%	Reduced
484	CC Cannell Capital Alta, Wyoming	$55.7M	+$3.36M	5	8.42%	Increased
485	Nicholas Company Milwaukee, Wisconsin	$55.7M	-$677	5	0.99%	Reduced
486	Prio Wealth Limited Partnership Boston, Massachusetts	$55.3M	-$1.6M	3	1.83%	Reduced
487	WCM Investment Management Laguna Beach, California	$55.2M	+$2.7M	3	0.15%	Increased
488	IFM Investors Melbourne, Australia	$54.9M	+$6.62M	7	0.85%	Increased
489	Willis Investment Counsel Gainesville, Georgia	$54.9M	-$1.92M	5	2.9%	Reduced
490	Vulcan Value Partners Birmingham, Alabama	$54.7M	-$323K	1	0.34%	Reduced
491	Knights of Columbus Asset Advisors New Haven, Connecticut	$54.5M	-$1.91M	14	4.65%	Reduced
492	Cidel Asset Management Toronto, Ontario, Ontario, Canada	$54.3M	-$3.07M	3	1.99%	Reduced
493	Atika Capital Management New York	$54.3M	+$658K	3	4.58%	Increased
494	Rheos Capital Works Tokyo, Japan	$54.3M	$0	4	2.61%	Maintained
495	HCC Hill City Capital Boston, Massachusetts	$54.2M	+$1.83M	1	10.33%	Increased
496	PineBridge Investments New York	$53.9M	-$67M	10	0.58%	Reduced
497	Adams Diversified Equity Fund Baltimore, Maryland	$53.8M	+$2.48M	2	2.14%	Increased
498	Southernsun Asset Management Memphis, Tennessee	$53.8M	-$1.52M	1	5.81%	Reduced
499	CIBC World Markets New York	$53.1M	+$16M	8	0.42%	Increased
500	SC Shellback Capital Boston, Massachusetts	$52.9M	-$21M	4	7.01%	Reduced