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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	ZP Zimmer Partners New York	$110M	-$23.2M	5	2.39%	Reduced
477	Union Bancaire Privee Geneva 1, Switzerland	$109M	+$9.65M	10	1.58%	Increased
478	Clal Insurance Tel-Aviv, Israel	$109M	+$1.67K	4	1.07%	Increased
479	Boothbay Fund Management New York	$109M	+$42.3M	25	2.11%	Increased
480	Menora Mivtachim Holdings Ramat Gan, Israel	$109M	-$21.1M	1	0.63%	Reduced
481	ACM Argent Capital Management St Louis, Missouri	$108M	+$6.15M	7	3.08%	Increased
482	Nicholas Company Milwaukee, Wisconsin	$108M	-$6.45M	5	1.8%	Reduced
483	Pinnacle Associates New York	$108M	-$3.47M	17	1.56%	Reduced
484	Bartlett & Co Wealth Management Cincinnati, Ohio	$107M	+$171K	13	1.5%	Increased
485	Whittier Trust South Pasadena, California	$107M	+$3.65M	23	1.29%	Increased
486	Lido Advisors Los Angeles, California	$107M	+$20.9M	20	0.42%	Increased
487	ACM Anomaly Capital Management New York	$107M	+$32.3M	1	3.4%	Increased
488	BGC Blue Grotto Capital Atlanta, Georgia	$106M	+$27M	2	12.84%	Increased
489	Waratah Capital Advisors Toronto, Ontario, Canada	$106M	+$13.5M	6	2.82%	Increased
490	NZS Capital Denver, Colorado	$106M	+$26.3M	2	3.6%	Increased
491	Hawk Ridge Capital Management Los Angeles, California	$105M	$0	1	4.39%	Maintained
492	Chilton Investment Company Stamford, Connecticut	$104M	+$4.28M	6	2.32%	Increased
493	Scotia Capital Toronto, Ontario, Canada	$104M	+$8.68M	12	0.49%	Increased
494	Quilter Plc London, United Kingdom	$104M	-$8.54M	4	1.9%	Reduced
495	Midwest Trust Overland Park, Kansas	$104M	+$91.8M	10	1.43%	New
496	Oaktree Capital Management Los Angeles, California	$103M	-$28.8M	1	1.77%	Reduced
497	TCCM Two Creeks Capital Management New York	$103M	-$27.2M	2	6.72%	Reduced
498	HP Harvey Partners Tarrytown, New York	$102M	+$6.89M	4	10.04%	Increased
499	Twin Tree Management Dallas, Texas	$101M	-$5.28M	8	0.19%	Reduced
500	FCM Fernbridge Capital Management Los Angeles, California	$100M	+$2.61M	2	4.78%	Increased