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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	HHC Hutchin Hill Capital New York	$29.1M	+$19.1M	15	1%	Increased
502	Atalanta Sosnoff Capital New York	$29M	+$26.5M	2	1.03%	Increased
503	Kornitzer Capital Management Shawnee Mission, Kansas	$28.8M	-$4.08M	5	0.54%	Reduced
504	SGAM Smith Group Asset Management Dallas, Texas	$28.8M	+$22.5M	5	0.84%	Increased
505	BCM Barometer Capital Management Toronto, Ontario, Canada	$28.7M	+$26.2M	3	3.22%	Increased
506	KCM Knighthead Capital Management New York	$28.7M	$0	1	4.74%	Maintained
507	Kayne Anderson Rudnick Investment Management Los Angeles, California	$28.7M	+$10.6M	3	0.34%	Increased
508	NCA Newbrook Capital Advisors New York	$28.6M	+$28.9M	1	2.86%	New
509	TC Towle & Co Denver, Colorado	$28.6M	+$265K	1	3.83%	Increased
510	CAM Capstone Asset Management Houston, Texas	$28.6M	-$1.43M	29	0.82%	Reduced
511	GCP GSA Capital Partners London, United Kingdom	$28.4M	-$8.49M	28	1.7%	Reduced
512	OAMA Oslo Asset Management AS Oslo, Norway	$28.4M	-$5.84M	1	22.77%	Reduced
513	WP WMS Partners Towson, Maryland	$28.4M	-$952	4	3.77%	Reduced
514	DK Darrell & King Charlottesville, Virginia	$28.2M	+$27.9M	1	4.56%	New
515	EverPoint Asset Management Stamford, Connecticut	$28M	-$6.48M	6	0.52%	Reduced
516	Norinchukin Bank Tokyo, Japan	$27.9M	-$1.73M	8	0.65%	Reduced
517	OAM Oxford Asset Management Oxford, United Kingdom	$27.8M	-$11.6M	11	0.99%	Reduced
518	Assenagon Asset Management Senningerberg, Luxembourg	$27.7M	+$24.5M	2	0.52%	New
519	Handelsbanken Fonder Stockholm, Sweden	$27.7M	-$749K	1	0.85%	Reduced
520	Huntington National Bank Columbus, Ohio	$27.6M	-$1.42M	21	0.5%	Reduced
521	Capital International Sarl Los Angeles, California	$27.6M	-$8.51M	3	2.53%	Reduced
522	AAM Ardevora Asset Management London, United Kingdom	$27.6M	+$24.9M	1	0.99%	New
523	VDBMI Van Den Berg Management I Austin, Texas	$27.6M	-$2.09M	4	3.27%	Reduced
524	Caxton Associates (New York) New York	$27.3M	+$3.22M	3	1.23%	Increased
525	Banque Pictet & Cie Geneva 73, Switzerland	$27.2M	+$7.75M	4	0.7%	Increased