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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
501	LCM Logan Capital Management Newtown Square, Pennsylvania	$34.4M	-$5.73M	5	2.43%	Reduced
502	Douglass Winthrop Advisors New York	$34.1M	+$1.39M	3	3.14%	Increased
503	Hennessy Advisors Inc Novato, California	$34M	+$1.72M	7	1.05%	Increased
504	ICM Intrepid Capital Management Jacksonville Beach, Florida	$34M	+$17.6M	1	8.07%	Increased
505	Polar Capital London, United Kingdom	$34M	+$33.7M	1	0.72%	Increased
506	Commonwealth Equity Services Waltham, Massachusetts	$33.9M	-$3.3M	12	0.41%	Reduced
507	CIBC Asset Management Toronto, Ontario, Canada	$33.9M	-$6.19M	11	0.19%	Reduced
508	WAM Water Asset Management New York	$33.8M	+$5.98M	4	15.56%	Increased
509	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$33.7M	+$18.2M	2	3.61%	Increased
510	Oppenheimer & Co New York	$33.6M	-$11M	13	1.01%	Reduced
511	Confluence Investment Management St. Louis, Missouri	$33.4M	+$74.1K	1	1.53%	Increased
512	Jupiter Investment Management London, United Kingdom	$33.4M	+$20.2M	6	1.87%	Increased
513	Commerce Bank Kansas City, Missouri	$33.3M	-$11.3M	8	0.54%	Reduced
514	Maverick Capital Dallas, Texas	$32.8M	+$31.2M	1	0.47%	New
515	NM Nokota Management New York	$32.5M	$0	1	1.15%	Maintained
516	DAM Deltec Asset Management New York	$32.4M	-$4.95M	7	6.88%	Reduced
517	Saturna Capital Bellingham, Washington	$32.3M	$0	2	0.84%	Maintained
518	CDH Charles D. Hyman	$32.2M	+$960K	3	5.43%	Increased
519	WA Westport Advisers Westport, Connecticut	$31.8M	$0	1	3.03%	Maintained
520	Mitsubishi UFJ Asset Management Tokyo, Japan	$31.8M	+$640K	9	0.82%	Increased
521	GE General Electric Evendale, Ohio	$31.7M	-$7.95M	2	0.14%	Reduced
522	3NC 300 North Capital Pasadena, California	$31.7M	+$4.36M	5	7.8%	Increased
523	Rathbones Group Liverpool, United Kingdom	$31.6M	+$4.38M	4	2.23%	Increased
524	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$31.6M	-$515K	17	0.99%	Reduced
525	OMERS Administration Corp Toronto, Ontario, Canada	$31.6M	-$15.6M	4	1.03%	Reduced