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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	ACG Aventail Capital Group New York	$113M	+$66.3M	10	5.26%	Increased
502	Private Advisor Group Morristown, New Jersey	$113M	+$8.47M	24	0.56%	Increased
503	HP Harvey Partners Tarrytown, New York	$112M	+$3.4M	4	9.94%	Increased
504	KMC Kirr Marbach & Co Columbus, Indiana	$112M	+$750K	6	20.17%	Increased
505	Heritage Investors Management Corp Bethesda, Maryland	$111M	-$3.49M	6	3.31%	Reduced
506	USS Investment Management London, United Kingdom	$111M	$0	11	0.5%	Maintained
507	Oregon Public Employees Retirement Fund Tigard, Oregon	$110M	+$12.2M	34	1.44%	Increased
508	AGA Altrinsic Global Advisors Stamford, Connecticut	$108M	-$9.79M	2	3.99%	Reduced
509	DFO Duquesne Family Office New York	$108M	+$67.6M	2	2.66%	Increased
510	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$107M	+$9.91M	9	0.8%	Increased
511	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$107M	+$10.1M	3	12.29%	Increased
512	FFM Fisher Funds Management Auckland, New Zealand	$107M	+$20.1M	6	2.82%	Increased
513	Chilton Capital Management Houston, Texas	$107M	+$15.5M	8	3.58%	Increased
514	PCM Palestra Capital Management New York	$106M	-$77.6M	1	3.43%	Reduced
515	XN LP New York	$105M	+$92.9M	1	3.1%	New
516	FCM Fernbridge Capital Management Los Angeles, California	$105M	-$3.74M	2	5.14%	Reduced
517	Vaughan David Investments Peoria, Illinois	$105M	-$5.03M	3	2.27%	Reduced
518	Samlyn Capital New York	$105M	+$25.4M	2	1.44%	Increased
519	United Capital Financial Advisors Irving, Texas	$104M	+$7.04M	15	0.75%	Increased
520	Huntington National Bank Columbus, Ohio	$103M	-$3.97M	47	0.63%	Reduced
521	CCS Concentric Capital Strategies Stamford, Connecticut	$103M	+$41.1M	19	4.6%	Increased
522	Groupama Asset Management Paris, France	$102M	-$1.34M	10	1.47%	Reduced
523	Scotia Capital Toronto, Ontario, Canada	$102M	-$10.4M	17	0.43%	Reduced
524	GIM Goodlander Investment Management Dallas, Texas	$102M	+$20.3M	3	38.87%	Increased
525	Bartlett & Co Wealth Management Cincinnati, Ohio	$102M	+$3.63M	12	1.35%	Increased