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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	FBA Front Barnett Associates Chicago, Illinois	$37.7M	-$200K	2	4.97%	Reduced
527	Equity Investment Corp Atlanta, Georgia	$37.6M	+$3.04M	1	1.44%	Increased
528	Bridgewater Associates Westport, Connecticut	$37.6M	-$33.6M	9	0.19%	Reduced
529	CC Cannell & Co New York	$37.3M	+$9.21M	4	1.43%	Increased
530	ACP Ashfield Capital Partners San Francisco, California	$37.2M	-$390K	6	3.13%	Reduced
531	AE Wealth Management Topeka, Kansas	$37.1M	-$34.5M	10	0.29%	Reduced
532	E Ergoteles New York	$37.1M	-$15.6M	22	1.3%	Reduced
533	OMC Oasis Management Company Grand Cayman, Cayman Islands	$37M	+$10.5M	1	6.21%	Increased
534	WIC Willis Investment Counsel Gainesville, Georgia	$36.9M	-$4.87M	4	2.68%	Reduced
535	Thompson Siegel & Walmsley Richmond, Virginia	$36.7M	+$375K	8	0.64%	Increased
536	BCA Bernzott Capital Advisors Camarillo, California	$36.7M	-$3.83M	2	5.06%	Reduced
537	Signature Estate & Investment Advisors Los Angeles, California	$36.5M	+$765K	1	1.71%	Increased
538	SCM Silvant Capital Management Atlanta, Georgia	$36.4M	+$35M	7	2.48%	Increased
539	Capital International Inc Los Angeles, California	$36.4M	-$29.8M	3	0.81%	Reduced
540	CCS Concentric Capital Strategies Stamford, Connecticut	$36.3M	+$24.8M	13	12.82%	Increased
541	Park Avenue Securities New York	$36.2M	-$10.6M	17	0.72%	Reduced
542	ZWJ Investment Counsel Atlanta, Georgia	$36.1M	+$234K	4	2.27%	Increased
543	Banco Santander Madrid, Spain	$36.1M	-$449K	4	0.48%	Reduced
544	Reinhart Partners Mequon, Wisconsin	$36M	-$1.66M	2	2.22%	Reduced
545	ECM Engine Capital Management New York	$35.8M	-$7.47M	2	11.9%	Reduced
546	SC Steginsky Capital Port Washington, New York	$35.7M	+$613K	1	13.56%	Increased
547	Old National Bancorp Evansville, Indiana	$35.7M	-$1.11M	9	1.21%	Reduced
548	HCM Hodges Capital Management Dallas, Texas	$35.6M	-$25.4M	5	5.86%	Reduced
549	South Dakota Investment Council Sioux Falls, South Dakota	$35.5M	+$1.93M	14	0.86%	Increased
550	CC Cannell Capital Alta, Wyoming	$35.4M	-$4.57M	5	8.11%	Reduced