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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	B. Metzler seel. Sohn & Co Frankfurt, Germany	$41.5M	-$145M	11	0.68%	Reduced
502	LCS Levin Capital Strategies New York	$41.5M	+$6.85M	5	4.9%	Increased
503	TAM Telemark Asset Management Boston, Massachusetts	$41.2M	+$2.92M	2	6.97%	Increased
504	ACP Ashfield Capital Partners San Francisco, California	$41M	+$7.3M	6	3.19%	Increased
505	Nomura Holdings Tokyo, Japan	$41M	+$29.5M	4	0.14%	Increased
506	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$40.9M	-$44.8M	5	2.04%	Reduced
507	Equity Investment Corp Atlanta, Georgia	$40.9M	+$45.7M	1	1.51%	New
508	Douglas Lane & Associates New York	$40.9M	-$3.93M	5	0.69%	Reduced
509	BOK Financial Tulsa, Oklahoma	$40.8M	-$673K	14	0.78%	Reduced
510	Oppenheimer Asset Management New York	$40.6M	+$6.9M	20	0.68%	Increased
511	Braun Stacey Associates New York	$40.5M	-$19M	3	2.31%	Reduced
512	Brinker Capital Investments Berwyn, Pennsylvania	$40.4M	+$871K	23	0.77%	Increased
513	CIM Corda Investment Management Houston, Texas	$40.1M	-$639K	1	3.4%	Reduced
514	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$40.1M	-$798K	3	1.6%	Reduced
515	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$39.8M	-$44.2M	20	0.18%	Reduced
516	SC Skylands Capital Milwaukee, Wisconsin	$39.6M	+$727K	5	5.8%	Increased
517	Engineers Gate Manager New York	$39.5M	+$19.8M	27	1.45%	Increased
518	Quilter Plc London, United Kingdom	$39.4M	-$5.3M	4	1.33%	Reduced
519	Ancora Advisors Cleveland, Ohio	$39M	+$5.22M	26	1.1%	Increased
520	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$38.4M	+$2.22M	4	0.59%	Increased
521	First Manhattan New York	$38.4M	-$715K	19	0.15%	Reduced
522	LI Leeward Investments Boston, Massachusetts	$38.1M	+$12.8M	3	1.74%	Increased
523	TCM Tran Capital Management San Rafael, California	$38M	-$619K	1	4.34%	Reduced
524	Banque Pictet & Cie Geneva 73, Switzerland	$37.7M	-$7.38M	13	0.37%	Reduced
525	Thompson Siegel & Walmsley Richmond, Virginia	$37.6M	+$12.9M	8	0.6%	Increased