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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	Castle Hook Partners New York	$32.3M	+$31.8M	2	1.62%	New
502	Cambridge Investment Research Advisors Fairfield, Iowa	$32.1M	+$2.59M	15	0.31%	Increased
503	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$31.9M	+$13M	10	0.23%	Increased
504	Castleark Management Chicago, Illinois	$31.9M	-$35.2M	4	1.2%	Reduced
505	FCIM Fairview Capital Investment Management Greenbrae, California	$31.8M	+$22.5M	2	1.7%	Increased
506	HAM Hillcrest Asset Management Plano, Texas	$31.7M	+$7.85M	3	5.07%	Increased
507	Junto Capital Management New York	$31.5M	+$28.7M	1	1.81%	New
508	FSCM Front Street Capital Management Missoula, Montana	$31.1M	+$4.91M	2	8.16%	Increased
509	FCI Financial Counselors Inc Overland Park, Kansas	$31.1M	+$2.38M	9	1.32%	Increased
510	VDBMI Van Den Berg Management I Austin, Texas	$31M	-$412K	2	4.26%	Reduced
511	Congress Asset Management Boston, Massachusetts	$30.9M	-$511K	5	0.4%	Reduced
512	WBC Westpac Banking Corp Sydney, Australia	$30.8M	+$751K	9	0.51%	Increased
513	Eventide Asset Management Boston, Massachusetts	$30.7M	+$16.1M	1	1.06%	Increased
514	NRS Neville Rodie & Shaw New York	$30.3M	+$1.82M	5	3.22%	Increased
515	AQR Arbitrage Greenwich, Connecticut	$30.2M	+$19M	2	0.38%	Increased
516	Stephens Investment Management Group Houston, Texas	$30.2M	-$3.41M	2	0.61%	Reduced
517	FBA Front Barnett Associates Chicago, Illinois	$30M	-$165K	2	4.84%	Reduced
518	DCM Daruma Capital Management New York	$29.8M	-$4.91M	2	3.39%	Reduced
519	First Manhattan New York	$29.6M	-$463K	13	0.17%	Reduced
520	BAM Barrett Asset Management New York	$29.4M	+$594K	4	1.98%	Increased
521	Oaktree Capital Management Los Angeles, California	$29.4M	+$2.87M	1	0.56%	Increased
522	Nikko Asset Management Americas New York	$29.2M	-$1.78M	3	0.77%	Reduced
523	Curi RMB Capital Chicago, Illinois	$28.7M	-$2.45M	9	0.73%	Reduced
524	RCM Red Cedar Management Park City, Utah	$28.5M	+$8.32M	4	29.53%	Increased
525	Sit Investment Associates Minneapolis, Minnesota	$28.4M	-$3.76M	9	0.9%	Reduced