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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	PPCM Pillar Pacific Capital Management Pacifica, California	$29.2M	+$375K	7	2.79%	Increased
527	Erste Asset Management Vienna, Austria	$29.1M	+$5.85M	4	0.99%	Increased
528	Banco Santander Madrid, Spain	$28.8M	+$5.87M	5	0.38%	Increased
529	Hosking Partners London, United Kingdom	$28.8M	-$853K	2	0.89%	Reduced
530	NCM Narwhal Capital Management Marietta, Georgia	$28.6M	$0	1	4.61%	Maintained
531	WC Walthausen & Co Malta, New York	$28.4M	-$4.67M	6	5.9%	Reduced
532	Durable Capital Partners Bethesda, Maryland	$28.4M	+$25.9M	1	0.31%	New
533	FMW Farr Miller & Washington Washington, District of Columbia	$28.4M	-$5.76M	4	2.46%	Reduced
534	Nomura Holdings Tokyo, Japan	$28.4M	+$18.4M	10	0.06%	Increased
535	Private Advisor Group Morristown, New Jersey	$28.2M	+$2.79M	7	0.37%	Increased
536	LCM Lionstone Capital Management New York	$28M	-$2.67M	1	10.25%	Reduced
537	TA Teton Advisors Rye, New York	$27.9M	-$2.11M	8	4.78%	Reduced
538	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$27.8M	+$3.86M	31	1.28%	Increased
539	Brinker Capital Investments Berwyn, Pennsylvania	$27.7M	+$26.6M	18	0.47%	New
540	LIM Lathrop Investment Management Little Rock, Arkansas	$27.6M	-$825K	2	7.8%	Reduced
541	LCS Levin Capital Strategies New York	$27.4M	-$2.71M	3	3.59%	Reduced
542	NRS Neville Rodie & Shaw New York	$27.4M	-$432K	5	2.59%	Reduced
543	CIC Cutler Investment Counsel Jacksonville, Oregon	$27.4M	-$30.5K	2	5.3%	Reduced
544	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$27.3M	+$232K	7	0.87%	Increased
545	Letko, Brosseau & Associates Montreal, Quebec, Canada	$27.3M	-$4M	2	0.42%	Reduced
546	Twin Tree Management Dallas, Texas	$27.2M	+$22.3M	5	0.11%	Increased
547	Burney Company Reston, Virginia	$27.1M	+$121K	7	1.68%	Increased
548	C Chescapmanager Baltimore, Maryland	$27.1M	+$2.16M	2	4.38%	Increased
549	CRCP Copper Rock Capital Partners Boston, Massachusetts	$26.9M	-$18.2M	4	9.09%	Reduced
550	Graham Capital Management Rowayton, Connecticut	$26.8M	$0	1	0.92%	Maintained