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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	Midwest Trust Overland Park, Kansas	$128M	-$4.76M	10	1.59%	Reduced
477	&Partners Nashville, Tennessee	$126M	+$19.8M	30	0.66%	Increased
478	SP SIH Partners Wilmington, Delaware	$126M	+$76.5M	7	2.39%	Increased
479	WTA Washington Trust Advisors Wellesley, Massachusetts	$125M	-$2.79M	6	9.58%	Reduced
480	Chilton Investment Company Stamford, Connecticut	$125M	+$3.1M	9	2.61%	Increased
481	Private Advisor Group Morristown, New Jersey	$124M	+$4.19M	25	0.58%	Increased
482	CIBC World Markets New York	$124M	+$125M	30	0.6%	New
483	SIC Schwartz Investment Counsel Plymouth, Michigan	$123M	-$3.13M	4	4.32%	Reduced
484	Oppenheimer Asset Management New York	$123M	+$2.99M	26	1.52%	Increased
485	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$123M	+$63.9M	9	0.93%	Increased
486	Brandywine Global Investment Management Philadelphia, Pennsylvania	$123M	-$116M	9	0.82%	Reduced
487	Jupiter Asset Management London, United Kingdom	$122M	-$25M	9	0.98%	Reduced
488	Oppenheimer & Co New York	$122M	-$45.1M	20	1.74%	Reduced
489	BCM Bornite Capital Management New York	$122M	-$44.8M	3	11.89%	Reduced
490	State of Alaska Department of Revenue Juneau, Alaska	$122M	-$3.52M	49	1.29%	Reduced
491	Donald Smith & Co New York	$121M	-$5.27M	1	2.27%	Reduced
492	Boston Trust Walden Boston, Massachusetts	$121M	-$4.01M	6	0.92%	Reduced
493	Oregon Public Employees Retirement Fund Tigard, Oregon	$121M	+$7.37M	36	1.54%	Increased
494	Hawk Ridge Capital Management Los Angeles, California	$121M	+$8.38M	1	5.59%	Increased
495	YCM Yaupon Capital Management New York	$120M	+$18.5M	4	4.35%	Increased
496	TCAM Turtle Creek Asset Management Toronto, Ontario, Canada	$120M	-$435K	1	5.26%	Reduced
497	Menora Mivtachim Holdings Ramat Gan, Israel	$119M	+$262K	3	0.56%	Increased
498	Heritage Investors Management Corp Bethesda, Maryland	$119M	-$2.69M	7	3.47%	Reduced
499	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$118M	+$3.63M	10	0.94%	Increased
500	HP Harvey Partners Tarrytown, New York	$117M	+$5.57M	4	10.4%	Increased