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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	FWSM First Wilshire Securities Management Pasadena, California	$34.8M	-$4.93M	7	13.06%	Reduced
502	Oaktree Capital Management Los Angeles, California	$34.8M	+$4.24M	3	0.65%	Increased
503	HCM Highline Capital Management New York	$34.5M	-$14.3M	1	5.46%	Reduced
504	Peregrine Capital Management Minneapolis, Minnesota	$34.2M	-$18.7M	5	0.87%	Reduced
505	Hancock Whitney Gulfport, Mississippi	$34.2M	+$7.74M	13	1.1%	Increased
506	TC Towle & Co Denver, Colorado	$34.2M	+$32.9M	1	3.95%	New
507	Paradigm Capital Management Inc Albany, New York	$33.9M	+$5.79M	5	2.61%	Increased
508	D.A. Davidson & Co Great Falls, Montana	$33.8M	-$1.25M	10	0.55%	Reduced
509	SCM Spyglass Capital Management San Francisco, California	$33.8M	+$15.8M	1	4.34%	Increased
510	FG Formula Growth Montreal, Quebec, Canada	$33.7M	-$2.43M	5	4.25%	Reduced
511	CAM Claret Asset Management Montreal, Quebec, Canada	$33.5M	+$436K	4	6.43%	Increased
512	FSCM Front Street Capital Management Missoula, Montana	$33.5M	+$320K	2	8.83%	Increased
513	Banco Santander Madrid, Spain	$33.4M	+$3.61M	5	0.31%	Increased
514	Trillium Asset Management Boston, Massachusetts	$33.2M	+$833K	5	1.48%	Increased
515	Letko, Brosseau & Associates Montreal, Quebec, Canada	$33.2M	-$869K	2	0.33%	Reduced
516	DA Duality Advisers Miami, Florida	$33M	+$13.2M	9	1.97%	Increased
517	Congress Asset Management Boston, Massachusetts	$32.9M	-$6.59M	7	0.4%	Reduced
518	LIM Lathrop Investment Management Little Rock, Arkansas	$32.7M	-$1.15M	2	8.7%	Reduced
519	NN Investment Partners Holdings The Hague, Netherlands	$32.7M	-$11M	9	0.22%	Reduced
520	PCM Penn Capital Management Philadelphia, Pennsylvania	$32.6M	-$3.27M	7	3.42%	Reduced
521	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$32.5M	-$2.19M	2	3.03%	Reduced
522	Donald Smith & Co New York	$32.4M	-$2.54M	1	1.18%	Reduced
523	JGUA John G. Ullman & Associates Corning, New York	$32.3M	-$5.27M	7	5.57%	Reduced
524	NCGI Next Century Growth Investors Plymouth, Minnesota	$32.2M	+$1.59M	7	4.2%	Increased
525	TI TT International London, United Kingdom	$32.2M	-$22.2M	1	2.75%	Reduced