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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	II INCA Investments Miami, Florida	$34.1M	+$18M	1	6.86%	Increased
502	AC Alleghany Corporation New York	$34.1M	$0	1	0.82%	Maintained
503	Oaktree Capital Management Los Angeles, California	$33.9M	+$18.5M	1	0.46%	Increased
504	PCM Penn Capital Management Philadelphia, Pennsylvania	$33.8M	-$17.6M	7	2.57%	Reduced
505	BAM Barrett Asset Management New York	$33.6M	-$490K	4	2.18%	Reduced
506	Crossmark Global Holdings Houston, Texas	$33.6M	-$886K	28	0.85%	Reduced
507	ACB Aristotle Capital Boston Boston, Massachusetts	$33.6M	+$3.59M	2	2.46%	Increased
508	Ancora Advisors Cleveland, Ohio	$33.5M	+$2.88M	22	1.29%	Increased
509	CIBC Asset Management Toronto, Ontario, Canada	$33.4M	-$2.05M	14	0.21%	Reduced
510	NRS Neville Rodie & Shaw New York	$33.4M	-$2.58M	5	3.3%	Reduced
511	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$33.3M	-$2.43M	7	0.25%	Reduced
512	Thompson Siegel & Walmsley Richmond, Virginia	$33.3M	-$1.33M	12	0.42%	Reduced
513	Congress Asset Management Boston, Massachusetts	$33.2M	+$3.87M	5	0.43%	Increased
514	SCM Suffolk Capital Management New York	$33M	+$2.42M	5	4.7%	Increased
515	Nomura Holdings Tokyo, Japan	$32.9M	-$45.6M	12	0.12%	Reduced
516	Hancock Whitney Gulfport, Mississippi	$32.8M	-$8.59M	15	0.93%	Reduced
517	Schonfeld Strategic Advisors New York	$32.8M	+$2.03M	12	1.46%	Increased
518	MN Services Vermogensbeheer The Hague, Netherlands	$32.5M	+$144K	8	0.76%	Increased
519	PIA Piedmont Investment Advisors Durham, North Carolina	$32.4M	+$4.25M	16	1.36%	Increased
520	STB S&T Bank Indiana, Pennsylvania	$32.4M	+$626K	3	6.04%	Increased
521	PC Pier Capital Stamford, Connecticut	$32.3M	-$9.69M	4	4.07%	Reduced
522	KCM Knighthead Capital Management New York	$32.2M	-$10.2M	1	1.15%	Reduced
523	FBA Front Barnett Associates Chicago, Illinois	$31.7M	+$426K	2	4.77%	Increased
524	Cohen & Steers New York	$31.4M	-$5.23M	2	0.09%	Reduced
525	Andra AP-fonden Goteborg, Sweden	$31.4M	-$16.7K	6	0.81%	Reduced