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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	ACM ADW Capital Management Miami Beach, Florida	$46.4M	$0	1	21.9%	Maintained
477	Adams Diversified Equity Fund Baltimore, Maryland	$46.2M	-$1.22M	2	2.19%	Reduced
478	ZCM Ziegler Capital Management Chicago, Illinois	$46.1M	+$18.5M	6	1.89%	Increased
479	CC Cannell Capital Alta, Wyoming	$45.7M	+$1.62M	5	9.17%	Increased
480	BCA Bernzott Capital Advisors Camarillo, California	$45.4M	+$389K	2	5.01%	Increased
481	Tower Research Capital (TRC) New York	$45.4M	-$25.3M	68	1.02%	Reduced
482	VVP Vulcan Value Partners Birmingham, Alabama	$45.3M	-$729K	1	0.44%	Reduced
483	Kestra Advisory Services Austin, Texas	$45.3M	+$8.33M	21	0.47%	Increased
484	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$44.9M	+$503K	8	2.29%	Increased
485	TC TwinBeech Capital Purchase, New York	$44.8M	+$49.9M	8	2%	Increased
486	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$43.9M	-$733K	13	4.38%	Reduced
487	Twin Tree Management Dallas, Texas	$43.8M	+$29.8M	8	0.07%	Increased
488	Conning Inc Hartford, Connecticut	$43.8M	-$6.82M	4	1.31%	Reduced
489	John W. Bristol & Co New York	$43.6M	-$1.12M	3	1.07%	Reduced
490	Cetera Advisor Networks El Segundo, California	$43.6M	+$3.53M	16	0.56%	Increased
491	KMC Kirr Marbach & Co Columbus, Indiana	$43.3M	-$124K	4	13.57%	Reduced
492	FBA Front Barnett Associates Chicago, Illinois	$43.2M	-$228K	2	5.26%	Reduced
493	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$43.1M	-$270K	31	1.15%	Reduced
494	NIG NFJ Investment Group Dallas, Texas	$43M	+$15.8M	5	1.03%	Increased
495	Whittier Trust South Pasadena, California	$42.8M	-$484K	26	0.86%	Reduced
496	Polar Asset Management Partners Toronto, Ontario, Canada	$42.7M	+$11.8M	6	0.5%	Increased
497	SCA Summit Creek Advisors Minneapolis, Minnesota	$42.2M	+$356K	3	5.38%	Increased
498	WIC Willis Investment Counsel Gainesville, Georgia	$42.1M	-$700K	4	2.58%	Reduced
499	AIA Group Hong Kong	$41.9M	+$6.5M	6	2.25%	Increased
500	ZWJ Investment Counsel Atlanta, Georgia	$41.8M	+$378K	4	2.44%	Increased