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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	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$23.7M	+$4.37M	30	0.54%	Increased
502	PC Packer & Co Cottesloe, Australia	$23.6M	$0	1	8.41%	Maintained
503	ARGA Investment Management Stamford, Connecticut	$23.5M	+$11.3M	1	4.05%	Increased
504	FCI Financial Counselors Inc Overland Park, Kansas	$23.5M	-$5.18M	5	1.04%	Reduced
505	AIM Atlantic Investment Management New York	$23.3M	+$28.4M	1	13.15%	New
506	Paradigm Capital Management Inc Albany, New York	$23.3M	+$2.07M	5	2.81%	Increased
507	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$23.2M	-$50M	7	0.25%	Reduced
508	NRS Neville Rodie & Shaw New York	$23.1M	-$108K	5	2.81%	Reduced
509	SCM Snow Capital Management Sewickley, Pennsylvania	$23.1M	-$3.75M	3	5.29%	Reduced
510	CIM Corda Investment Management Houston, Texas	$23.1M	+$1.4M	1	2.88%	Increased
511	ACM Atlanta Capital Management Atlanta, Georgia	$23M	+$1.08M	1	0.12%	Increased
512	SCM Stadium Capital Management New Canaan, Connecticut	$23M	+$28.9M	1	13.02%	New
513	NCM Narwhal Capital Management Marietta, Georgia	$22.9M	-$519K	1	4.93%	Reduced
514	CIM Chiron Investment Management New York	$22.8M	+$27.9M	2	5.36%	New
515	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$22.8M	+$206K	1	3.02%	Increased
516	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$22.7M	+$761K	3	1.56%	Increased
517	MAMU Marathon Asset Management (UK) London, United Kingdom	$22.4M	+$32M	1	0.4%	New
518	WM Wishbone Management Chicago, Illinois	$22.2M	-$29.1M	1	6.66%	Reduced
519	TCM Tran Capital Management San Rafael, California	$22.2M	+$1.4M	1	3.23%	Increased
520	Check Capital Management Costa Mesa, California	$22.2M	+$26.7M	2	1.46%	Increased
521	CCI Columbus Circle Investors	$22M	-$20.6M	2	1.21%	Reduced
522	SCM Schneider Capital Management Berwyn, Pennsylvania	$21.9M	+$5.06M	3	12.51%	Increased
523	Corvex Management New York	$21.8M	+$25.8M	1	1.69%	New
524	Glenview Trust Louisville, Kentucky	$21.8M	+$10.9M	4	1.51%	Increased
525	TCW Group Los Angeles, California	$21.7M	-$7.46M	6	0.3%	Reduced