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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	Chilton Investment Company Stamford, Connecticut	$33.3M	+$4.85M	1	1.11%	Increased
502	Rathbones Group Liverpool, United Kingdom	$33.1M	+$26.3M	5	0.94%	Increased
503	D.A. Davidson & Co Great Falls, Montana	$32.9M	+$512K	10	0.59%	Increased
504	GACM Global Alpha Capital Management Montreal, Quebec, Canada	$32.9M	+$4.67M	2	5.69%	Increased
505	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$32.8M	-$4.7M	2	3.57%	Reduced
506	TCM Tran Capital Management San Rafael, California	$32.7M	-$697K	1	4.05%	Reduced
507	HAM Hillcrest Asset Management Plano, Texas	$32.7M	-$930K	3	5.22%	Reduced
508	Commerzbank Aktiengesellschaft Frankfurt, Germany	$32.6M	+$3.78M	11	0.25%	Increased
509	Hosking Partners London, United Kingdom	$32.6M	-$1.51M	2	0.85%	Reduced
510	RI Redwood Investments Boston, Massachusetts	$32.5M	+$1.55M	1	2.5%	Increased
511	BGI BlueDrive Global Investors London, United Kingdom	$32.5M	+$4.74M	1	9.69%	Increased
512	Vident Investment Advisory Alpharetta, Georgia	$32.4M	+$1.8M	3	2.83%	Increased
513	VDBMI Van Den Berg Management I Austin, Texas	$32.4M	+$13.7M	2	5.6%	Increased
514	AIM Atlantic Investment Management New York	$32.4M	-$3.17M	1	11.35%	Reduced
515	Moore Capital Management New York	$32.2M	+$5.55M	7	1.28%	Increased
516	Engineers Gate Manager New York	$32.1M	+$16.9M	22	1.63%	Increased
517	Ariel Investments Chicago, Illinois	$31.8M	+$407K	1	0.42%	Increased
518	R.M. Davis Inc Portland, Maine	$31.8M	-$780K	3	1.12%	Reduced
519	Martingale Asset Management Boston, Massachusetts	$31.8M	-$1.8M	8	0.32%	Reduced
520	SCA Summit Creek Advisors Minneapolis, Minnesota	$31.2M	+$2.28M	2	5.24%	Increased
521	Oaktree Capital Management Los Angeles, California	$31.1M	+$2.45M	3	0.61%	Increased
522	AI Atom Investors Austin, Texas	$31M	-$43.6M	5	2.12%	Reduced
523	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$30.9M	+$214K	2	1.93%	Increased
524	PA PFW Advisors Atlanta, Georgia	$30.8M	+$17.1M	2	9.3%	New
525	CAM Claret Asset Management Montreal, Quebec, Canada	$30.7M	-$1.88M	3	6.31%	Reduced