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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
526	Douglass Winthrop Advisors New York	$30.4M	+$1.01M	3	3.16%	Increased
527	OI Oakbrook Investments Lisle, Illinois	$30.4M	+$1.44M	10	0.84%	Increased
528	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$30.3M	+$3.29M	4	1.76%	Increased
529	WAM Water Asset Management New York	$30.1M	-$14.8M	4	16.51%	Reduced
530	BCM Basswood Capital Management New York	$30.1M	+$1.38M	6	1.66%	Increased
531	Samlyn Capital New York	$30.1M	-$36.8M	1	0.75%	Reduced
532	O'Shaughnessy Asset Management Stamford, Connecticut	$30M	-$2.73M	18	0.63%	Reduced
533	Fiduciary Management Inc Milwaukee, Wisconsin	$30M	+$28.3M	1	0.16%	New
534	PGIM Pacific Global Investment Management Glendale, California	$30M	+$767K	6	4.91%	Increased
535	State of New Jersey Common Pension Fund D Trenton, New Jersey	$29.6M	-$6.7M	1	0.83%	Reduced
536	Hillsdale Investment Management Toronto, Ontario, Canada	$29.5M	-$3.98M	8	8.64%	Reduced
537	FCM Freshford Capital Management Rye Brook, New York	$29.4M	+$24.5M	1	3.4%	New
538	TA Teton Advisors Rye, New York	$29.4M	+$175K	10	2.07%	Increased
539	Placemark Investments Chicago, Illinois	$29.3M	-$2.91M	19	0.48%	Reduced
540	WAM World Asset Management Detroit, Michigan	$29.3M	-$5.29M	22	0.81%	Reduced
541	SPC Standard Pacific Capital San Francisco, California	$29.3M	-$19.4M	1	5.1%	Reduced
542	NPIC Neumeier Poma Investment Counsel Carmel, California	$29.1M	-$127K	2	6.65%	Reduced
543	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$29M	+$4.19M	3	3.66%	Increased
544	VFM Viking Fund Management Minot, North Dakota	$29M	-$690K	1	4.43%	Reduced
545	Fuller & Thaler Asset Management San Mateo, California	$28.9M	+$4.47M	5	1.59%	Increased
546	NCM Narwhal Capital Management Marietta, Georgia	$28.6M	+$3.2M	3	11.79%	Increased
547	MAMNY Marathon Asset Management (New York) New York	$28.6M	-$7.14M	1	1.15%	Reduced
548	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$28.6M	+$1.66M	1	3.57%	Increased
549	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$28.6M	-$5M	7	0.23%	Reduced
550	BII Baring International Investment London, United Kingdom	$28.5M	-$15.1M	2	1.55%	Reduced