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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	Brinker Capital Investments Berwyn, Pennsylvania	$81.3M	-$4.4M	33	0.81%	Reduced
527	Orion Portfolio Solutions Omaha, Nebraska	$81.3M	-$4.4M	33	0.81%	Reduced
528	Steward Partners Investment Advisory New York	$81.1M	-$2.85M	48	0.72%	Reduced
529	Crestwood Advisors Group Boston, Massachusetts	$80.8M	+$861K	8	1.51%	Increased
530	KMC Kirr Marbach & Co Columbus, Indiana	$80.7M	-$1.34M	4	17.47%	Reduced
531	Vanguard Personalized Indexing Management Oakland, California	$80.7M	+$5.3M	38	1.22%	Increased
532	L1 Capital Melbourne VIC 3000, Australia	$80.3M	-$50M	1	6.87%	Reduced
533	Private Advisor Group Morristown, New Jersey	$80.1M	+$3.18M	22	0.45%	Increased
534	Achmea Investment Management Zeist, Netherlands	$80M	-$19.1M	7	1.32%	Reduced
535	AIP ARS Investment Partners New York	$79.9M	+$13.4M	9	7.19%	Increased
536	Banque Transatlantique Paris, France	$79.7M	+$80M	7	2.03%	New
537	Raiffeisen Bank International Vienna, Austria	$79.3M	+$80.9M	16	1.2%	New
538	FCM Fernbridge Capital Management Los Angeles, California	$79.2M	+$61.5M	1	4.15%	Increased
539	CCM Coliseum Capital Management Rowayton, Connecticut	$79.1M	+$5.22M	1	6.52%	Increased
540	VCM Valiant Capital Management San Francisco, California	$78.8M	+$57.8M	2	5%	Increased
541	Manning & Napier Advisors Fairport, New York	$78.7M	-$3.34M	3	0.9%	Reduced
542	CAM Cacti Asset Management Atlanta, Georgia	$78.4M	-$632K	1	5.89%	Reduced
543	JC Joho Capital New York	$78.3M	-$13.7M	1	13.58%	Reduced
544	HCA Harbor Capital Advisors Chicago, Illinois	$77.7M	-$3.55M	33	3.39%	Reduced
545	1SAMC 12th Street Asset Management Company Nashville, Tennessee	$77.3M	-$2.42M	5	12.75%	Reduced
546	PM Pembroke Management Montreal, Quebec, Canada	$77.2M	-$4.02M	5	9.62%	Reduced
547	SIC Schwartz Investment Counsel Plymouth, Michigan	$76.8M	+$176K	3	2.77%	Increased
548	Ethic Inc New York	$76.7M	+$13.4M	23	1.55%	Increased
549	Encompass Capital Advisors New York	$76.3M	+$15.6M	2	2.87%	Increased
550	Country Trust Bank Bloomington, Illinois	$76.2M	+$6.8M	6	1.9%	Increased