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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	AC Albar Capital London, United Kingdom	$45.4M	+$38.4M	3	10.86%	Increased
477	LI Leeward Investments Boston, Massachusetts	$45.4M	+$3.3M	3	2.16%	Increased
478	Kestra Advisory Services Austin, Texas	$45M	-$193K	22	0.48%	Reduced
479	Whittier Trust South Pasadena, California	$44.7M	+$737K	27	0.94%	Increased
480	Private Advisor Group Morristown, New Jersey	$44.1M	-$7.23M	14	0.51%	Reduced
481	Cartenna Capital Stamford, Connecticut	$44.1M	+$11.2M	2	10.57%	Increased
482	CIM Corda Investment Management Houston, Texas	$44M	-$714K	1	3.95%	Reduced
483	Douglas Lane & Associates New York	$44M	-$879K	5	0.81%	Reduced
484	WI Wafra Inc New York	$43.9M	-$25.4M	1	1.74%	Reduced
485	NRS Neville Rodie & Shaw New York	$43.7M	-$4.11M	6	4.3%	Reduced
486	Eventide Asset Management Boston, Massachusetts	$43.5M	$0	1	0.86%	Maintained
487	John W. Bristol & Co New York	$43.5M	+$98.4K	3	1.09%	Increased
488	FAS Formuepleje A/S Aarhus C, Denmark	$43.1M	+$28.2M	3	3.5%	Increased
489	PAIM Punch & Associates Investment Management Edina, Minnesota	$43.1M	+$474K	4	3.01%	Increased
490	BCM Bornite Capital Management New York	$43M	+$29.1M	2	12.17%	Increased
491	USS Investment Management London, United Kingdom	$42.9M	-$23.8M	7	0.63%	Reduced
492	TAM Telemark Asset Management Boston, Massachusetts	$42.9M	-$4.52M	2	6.74%	Reduced
493	Penserra Capital Management Orinda, California	$42.6M	+$4.96M	15	1.21%	Increased
494	Tower Research Capital (TRC) New York	$42.5M	-$2.47M	72	0.69%	Reduced
495	Quilter Plc London, United Kingdom	$42.5M	+$323K	4	1.52%	Increased
496	SG Americas Securities New York	$42M	-$19.3M	44	0.52%	Reduced
497	Zurich Insurance Group Zurich, Switzerland	$41.9M	-$7.02M	3	0.65%	Reduced
498	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$41.9M	-$1.26M	3	1.8%	Reduced
499	ACM Ashford Capital Management Wilmington, Delaware	$41.3M	-$16M	2	6.3%	Reduced
500	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$41.3M	-$38.7M	9	0.66%	Reduced