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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	FCI Financial Counselors Inc Overland Park, Kansas	$85.8M	-$440K	8	1.25%	Reduced
502	Soros Fund Management New York	$85.6M	-$69.9M	2	1.29%	Reduced
503	Envestnet Portfolio Solutions Chicago, Illinois	$85.6M	-$3.65M	25	0.28%	Reduced
504	Natixis Paris, France	$85.3M	-$853K	29	0.52%	Reduced
505	Needham Investment Management New York	$85.1M	+$8.57M	9	6.56%	Increased
506	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$85M	-$507K	16	0.28%	Reduced
507	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$84.9M	+$5.66M	3	0.84%	Increased
508	P3I Progeny 3 Inc Kirkland, Washington	$84.9M	-$5.42M	1	6.75%	Reduced
509	ABN AMRO Bank Amsterdam, Netherlands	$84.4M	-$3.37M	6	1.14%	Reduced
510	HCM Hodges Capital Management Dallas, Texas	$84.2M	+$19.3M	8	5.05%	Increased
511	Donald Smith & Co New York	$83.5M	+$4.89M	1	2%	Increased
512	TDC Thompson Davis & Co Richmond, Virginia	$83.4M	-$184K	9	53.67%	Reduced
513	CU CDAM (UK) London, United Kingdom	$83.3M	-$12.6K	1	12.5%	Reduced
514	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$83M	-$43.8K	3	10.95%	Reduced
515	Polar Asset Management Partners Toronto, Ontario, Canada	$83M	-$4.85M	13	0.97%	Reduced
516	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$82.9M	+$13.8M	8	5.34%	Increased
517	Ancora Advisors Cleveland, Ohio	$82.7M	+$8.69M	27	1.84%	Increased
518	Andra AP-fonden Goteborg, Sweden	$82.6M	+$15.9M	8	1.32%	Increased
519	Ruffer LLP London, United Kingdom	$82.5M	+$5.67M	2	2.98%	Increased
520	IECM Intrinsic Edge Capital Management Chicago, Illinois	$82.3M	-$3.2M	5	10.01%	Reduced
521	Oaktree Capital Management Los Angeles, California	$82.3M	-$568K	1	1.46%	Reduced
522	Border to Coast Pensions Partnership Leeds, United Kingdom	$81.9M	+$2.15M	2	1.61%	Increased
523	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$81.9M	-$15.7M	3	9.27%	Reduced
524	Illinois Municipal Retirement Fund Oak Brook, Illinois	$81.8M	-$427K	28	1.16%	Reduced
525	Groupe la Francaise Paris, France	$81.7M	+$83.2M	8	2.02%	New