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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	Crestwood Advisors Group Boston, Massachusetts	$101M	-$27.6K	9	1.72%	Reduced
527	Needham Investment Management New York	$101M	+$12.3M	10	7.02%	Increased
528	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$100M	+$82.4M	1	4.69%	New
529	Brevan Howard Capital Management St. Helier, Jersey	$100M	-$47.8M	42	0.45%	Reduced
530	Brinker Capital Investments Berwyn, Pennsylvania	$99.6M	-$2.86M	32	0.77%	Reduced
531	Oaktree Capital Management Los Angeles, California	$99.3M	-$32M	2	1.53%	Reduced
532	Exchange Traded Concepts Oklahoma City, Oklahoma	$99.3M	+$21M	20	0.84%	Increased
533	VCM Valiant Capital Management San Francisco, California	$99.3M	-$45.5M	2	6.83%	Reduced
534	MCI McDonald Capital Investors Orinda, California	$99.3M	-$2.4M	1	6.17%	Reduced
535	Andra AP-fonden Goteborg, Sweden	$99.2M	+$8.28M	7	1.27%	Increased
536	Menora Mivtachim Holdings Ramat Gan, Israel	$99.2M	-$30.8M	2	0.5%	Reduced
537	Arax Advisory Partners Denver, Colorado	$98.8M	+$82.8M	63	1.42%	Increased
538	Steward Partners Investment Advisory New York	$98.7M	+$1.8M	46	0.57%	Increased
539	B BloombergSen Toronto, Ontario, Canada	$98.6M	-$1.01M	1	6.11%	Reduced
540	Ethic Inc New York	$98.5M	+$1.34M	22	1.62%	Increased
541	New York Life Investment Management New York	$98.2M	+$314K	18	0.86%	Increased
542	&Partners Nashville, Tennessee	$97.6M	+$8.94M	30	0.63%	Increased
543	Bowen Hanes & Co Ponte Vedra Beach, Florida	$97.5M	-$41.1M	5	2.44%	Reduced
544	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$97.1M	+$11.7M	13	0.27%	Increased
545	Addenda Capital Montreal, Quebec, Canada	$97M	+$5.47M	6	2.87%	Increased
546	Gradient Investments Arden Hills, Minnesota	$97M	+$26.6M	6	1.62%	Increased
547	Advisors Capital Management Ridgewood, New Jersey	$96.9M	-$859K	6	1.2%	Reduced
548	GACM Global Alpha Capital Management Montreal, Quebec, Canada	$96.7M	-$11M	4	5.53%	Reduced
549	Kornitzer Capital Management Shawnee Mission, Kansas	$96.2M	-$2.81M	15	1.93%	Reduced
550	CCLA Investment Management London, United Kingdom	$95.2M	+$103M	1	1.52%	New