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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	Brown Brothers Harriman & Co New York	$89.9M	+$10.7M	23	0.61%	Increased
477	Oaktree Capital Management Los Angeles, California	$89.6M	$0	1	1.44%	Maintained
478	CAM Cacti Asset Management Atlanta, Georgia	$89.1M	-$14.2M	1	6.63%	Reduced
479	Donald Smith & Co New York	$88.8M	-$837K	1	2.1%	Reduced
480	Natixis Paris, France	$88.7M	-$98M	19	0.5%	Reduced
481	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$88.4M	-$2.16M	3	11.45%	Reduced
482	Steward Partners Investment Advisory New York	$87.6M	+$5.26M	45	0.81%	Increased
483	Tidal Investments Milwaukee, Wisconsin	$86.9M	+$6.84M	33	0.92%	Increased
484	ABN AMRO Bank Amsterdam, Netherlands	$86.6M	-$20.9M	6	1.19%	Reduced
485	JC Joho Capital New York	$86.5M	$0	1	13.66%	Maintained
486	Aptus Capital Advisors Fairhope, Alabama	$86M	+$16.9M	15	1.28%	Increased
487	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$85.6M	+$17.8M	11	0.27%	Increased
488	Brinker Capital Investments Berwyn, Pennsylvania	$85.2M	-$636K	31	0.85%	Reduced
489	Orion Portfolio Solutions Omaha, Nebraska	$85.2M	-$636K	31	0.85%	Reduced
490	Manning & Napier Advisors Fairport, New York	$85M	-$1.7M	3	0.94%	Reduced
491	W.H. Reaves & Co Jersey City, New Jersey	$83.8M	+$7.56M	2	2.29%	Increased
492	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$83.6M	+$1.35M	3	2.35%	Increased
493	P3I Progeny 3 Inc Kirkland, Washington	$83.5M	+$23M	2	7.02%	Increased
494	TCCM Two Creeks Capital Management New York	$83.1M	-$57.7M	1	5.48%	Reduced
495	NC Nitorum Capital New York	$83M	+$1.12M	2	8.36%	Increased
496	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$82.8M	-$2.62M	3	9.23%	Reduced
497	FTIS First Trust Investment Solutions Naples, Florida	$82.8M	+$71.4M	4	9.32%	Increased
498	New York Life Investment Management New York	$82.8M	-$886K	18	0.8%	Reduced
499	WHCM Wolf Hill Capital Management Greenwich, Connecticut	$82.5M	-$17.3M	2	5.51%	Reduced
500	Banco Santander Madrid, Spain	$82.4M	+$4.17M	8	0.97%	Increased