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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	BCA Bernzott Capital Advisors Camarillo, California	$47.4M	+$21M	2	4.02%	Increased
502	Swiss Life Asset Management Zurich,	$47.4M	+$199K	5	0.48%	Increased
503	Pacer Advisors Malvern, Pennsylvania	$47.3M	+$2.94M	28	0.68%	Increased
504	CAM Claret Asset Management Montreal, Quebec, Canada	$47.1M	-$904K	7	7.72%	Reduced
505	D.A. Davidson & Co Great Falls, Montana	$47M	-$7.08M	19	0.55%	Reduced
506	HCC Hill City Capital Boston, Massachusetts	$46.9M	+$2.5M	2	14.2%	Increased
507	CA Capitolis Advisors New York	$46.7M	-$34.6M	3	0.55%	Reduced
508	RCM Rutabaga Capital Management Boston, Massachusetts	$46.6M	+$2M	8	20.23%	Increased
509	TCW Group Los Angeles, California	$46.5M	+$182K	7	0.4%	Increased
510	Banco Santander Madrid, Spain	$46.4M	-$3.99M	7	0.26%	Reduced
511	RG Renaissance Group Covington, Kentucky	$46.1M	-$3.16M	6	1.93%	Reduced
512	Quilter Plc London, United Kingdom	$45.7M	+$8.51M	4	1.32%	Increased
513	HCM Hodges Capital Management Dallas, Texas	$45.7M	-$3.29M	7	5.12%	Reduced
514	JGUA John G. Ullman & Associates Corning, New York	$45.6M	+$2.2M	6	5.94%	Increased
515	WC Wynnefield Capital New York	$45.6M	-$2.68M	3	21%	Reduced
516	HAM Hillcrest Asset Management Plano, Texas	$45.5M	-$21.8M	3	6.15%	Reduced
517	TCM Tran Capital Management San Rafael, California	$45.4M	+$1.54M	1	3.75%	Increased
518	ACM Atika Capital Management New York	$45.4M	+$11.8M	2	3.57%	Increased
519	ING Group Amsterdam, Netherlands	$45.2M	+$6.19M	8	0.72%	Increased
520	JIR James Investment Research Alpha, Ohio	$45.1M	-$2.33M	11	3.86%	Reduced
521	PAIM Punch & Associates Investment Management Edina, Minnesota	$45M	-$2.86M	5	2.54%	Reduced
522	MCI McDonald Capital Investors Orinda, California	$44.9M	-$872K	1	3.37%	Reduced
523	BAPIM British Airways Pensions Investment Management London, United Kingdom	$44.8M	$0	3	1.76%	Maintained
524	HCM Hahn Capital Management Walnut Creek, California	$44.7M	+$2.44M	3	8.48%	Increased
525	MKP Capital Management New York	$44.5M	+$25.9M	3	4.8%	Increased