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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	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$86.2M	+$406	1	37.23%	Increased
477	Hodges Capital Management Dallas, Texas	$85.7M	-$45.6M	8	5.44%	Reduced
478	Envestnet Portfolio Solutions Chicago, Illinois	$84.8M	-$564K	23	0.32%	Reduced
479	Starboard Value New York	$84.3M	-$85.9M	1	1.74%	Reduced
480	TCCM Two Creeks Capital Management New York	$83.8M	+$74.3M	1	4.83%	New
481	ABN AMRO Bank Amsterdam, Netherlands	$83.4M	+$1.23M	4	1.25%	Increased
482	Cacti Asset Management Atlanta, Georgia	$83.2M	-$4.67M	1	6.64%	Reduced
483	Applied Finance Capital Management San Juan, Puerto Rico	$83.2M	+$5.01M	3	5.85%	Increased
484	CIBC World Markets New York	$82.8M	+$11.5M	10	0.54%	Increased
485	New York Life Investment Management New York	$82.5M	-$6.19M	27	0.82%	Reduced
486	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$82.1M	+$902K	19	0.59%	Increased
487	LCM Lionstone Capital Management New York	$82.1M	-$2.94M	1	20.8%	Reduced
488	SIC Schwartz Investment Counsel Plymouth, Michigan	$82M	$0	2	2.99%	Maintained
489	FCI Financial Counselors Inc Overland Park, Kansas	$81.6M	-$2.62M	8	1.38%	Reduced
490	GFI Investment Counsel Toronto, Ontario, Canada	$80.9M	-$3.7M	1	10.25%	Reduced
491	Brinker Capital Investments Berwyn, Pennsylvania	$80.7M	-$305K	26	0.86%	Reduced
492	Orion Portfolio Solutions Omaha, Nebraska	$80.7M	-$305K	26	0.86%	Reduced
493	Granite Investment Partners El Segundo, California	$80.5M	-$30.1M	7	3.06%	Reduced
494	Thematics Asset Management Paris, France	$80.4M	-$24.7M	4	3.34%	Reduced
495	AMI Asset Management Los Angeles, California	$79.6M	+$569K	1	4.07%	Increased
496	CU CDAM (UK) London, United Kingdom	$79.4M	-$949K	1	9.87%	Reduced
497	Mediolanum International Funds Dublin 1, Ireland	$79M	+$71.3M	4	1.28%	New
498	Dana Investment Advisors Waukesha, Wisconsin	$78.7M	+$37.9M	13	2.62%	Increased
499	Snyder Capital Management San Francisco, California	$78.7M	+$3.66M	1	1.68%	Increased
500	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$78.2M	+$7.61M	3	2.41%	Increased