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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	PAIM Punch & Associates Investment Management Edina, Minnesota	$54.7M	-$308K	4	3.51%	Reduced
527	SFM Stack Financial Management Whitefish, Montana	$54.6M	-$15.2M	2	6.37%	Reduced
528	Glenview Trust Louisville, Kentucky	$54.6M	-$422K	7	1.51%	Reduced
529	Eventide Asset Management Boston, Massachusetts	$54.4M	+$2.13K	1	0.98%	Increased
530	KMC Kirr Marbach & Co Columbus, Indiana	$54.3M	+$146K	4	15.41%	Increased
531	FSCM Front Street Capital Management Missoula, Montana	$54.3M	+$1.54M	3	11.91%	Increased
532	SIC Schwartz Investment Counsel Plymouth, Michigan	$54.2M	$0	2	2.32%	Maintained
533	Crestwood Advisors Group Boston, Massachusetts	$54.2M	+$32.7M	6	1.42%	Increased
534	JC Joho Capital New York	$53.8M	$0	1	12.1%	Maintained
535	AI Aperture Investors New York	$53.1M	-$8.44M	3	8.44%	Reduced
536	Emerald Advisers Leola, Pennsylvania	$52.7M	+$2.2M	4	2.55%	Increased
537	VVP Vulcan Value Partners Birmingham, Alabama	$52.6M	-$5.64M	1	0.8%	Reduced
538	SCA Summit Creek Advisors Minneapolis, Minnesota	$52.4M	+$3.68M	4	7.13%	Increased
539	Weiss Multi-Strategy Advisers New York	$52M	+$13.6M	8	1.23%	Increased
540	MC Martin Currie Edinburgh, United Kingdom	$52M	+$52.7M	3	1.86%	Increased
541	Hantz Financial Services Southfield, Michigan	$51.9M	-$5.52M	25	1.32%	Reduced
542	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$51.9M	+$324K	12	0.7%	Increased
543	Cetera Advisors Denver, Colorado	$51.8M	+$6.08M	16	0.81%	Increased
544	RCM Redwood Capital Management New York	$51.7M	$0	2	9.72%	Maintained
545	Madison Asset Management Madison, Wisconsin	$51.7M	-$78.5M	3	0.76%	Reduced
546	WGAM Wilkinson Global Asset Management New York	$51.7M	-$306K	1	3.96%	Reduced
547	DAM Dorsey Asset Management Chicago, Illinois	$51.5M	+$30.1M	1	6.73%	Increased
548	AIA Group Hong Kong	$51.2M	-$987K	3	2.5%	Reduced
549	Virginia Retirement Systems Richmond, Virginia	$51.1M	-$10.7M	10	0.51%	Reduced
550	Nissay Asset Management Tokyo, Japan	$50.7M	+$1.36M	10	0.45%	Increased