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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	HCM Hahn Capital Management Walnut Creek, California	$42.6M	-$1.21M	3	8.32%	Reduced
527	MCI McDonald Capital Investors Orinda, California	$42.6M	-$1.09M	1	3.3%	Reduced
528	MML Investors Services Springfield, Massachusetts	$42.5M	+$2.75M	20	0.34%	Increased
529	IFM Investors Melbourne, Australia	$41.7M	+$794K	7	0.86%	Increased
530	JGUA John G. Ullman & Associates Corning, New York	$41.6M	-$810K	6	5.65%	Reduced
531	Peregrine Capital Management Minneapolis, Minnesota	$41.3M	-$11.6M	6	0.86%	Reduced
532	LCM Lionstone Capital Management New York	$41.3M	+$4.48M	1	10.79%	Increased
533	RCM Rutabaga Capital Management Boston, Massachusetts	$40.7M	-$2.65M	8	19.71%	Reduced
534	O'Shaughnessy Asset Management Stamford, Connecticut	$40.5M	-$18.6M	54	0.83%	Reduced
535	Polar Asset Management Partners Toronto, Ontario, Canada	$40.5M	+$1.75M	11	0.4%	Increased
536	TCW Group Los Angeles, California	$40.3M	-$4.8M	7	0.1%	Reduced
537	Cetera Advisor Networks El Segundo, California	$40.3M	+$900K	15	0.55%	Increased
538	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$40.2M	-$27M	1	0.67%	Reduced
539	Gofen & Glossberg Chicago, Illinois	$40M	+$233K	5	0.94%	Increased
540	HAM Hillcrest Asset Management Plano, Texas	$40M	-$1.73M	3	5.73%	Reduced
541	IP Interval Partners New York	$39.9M	-$16.3M	7	1.61%	Reduced
542	Quadrature Capital London, United Kingdom	$39.9M	-$12.1M	7	1.45%	Reduced
543	Kestra Advisory Services Austin, Texas	$39.8M	+$4.95M	19	0.4%	Increased
544	CAM Claret Asset Management Montreal, Quebec, Canada	$39.8M	-$5.82M	4	6.83%	Reduced
545	NSCM New South Capital Management Memphis, Tennessee	$39.4M	-$4.74M	1	1.37%	Reduced
546	Los Angeles Capital Management Los Angeles, California	$39.3M	-$25.7M	23	0.18%	Reduced
547	CC Cannell Capital Alta, Wyoming	$39.2M	-$2.03M	3	6.47%	Reduced
548	PAIM Punch & Associates Investment Management Edina, Minnesota	$39.2M	-$2.5M	5	2.24%	Reduced
549	Pinnacle Associates New York	$39.2M	-$231K	12	0.72%	Reduced
550	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$39.2M	+$2.43M	2	2.23%	Increased