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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	Nikko Asset Management Americas New York	$108M	+$12.8M	2	1.25%	Increased
527	Bartlett & Co Wealth Management Cincinnati, Ohio	$107M	+$3.38M	14	1.4%	Increased
528	Atalanta Sosnoff Capital New York	$107M	+$65.6M	2	2.08%	Increased
529	AGA Altrinsic Global Advisors Stamford, Connecticut	$107M	-$4.73M	2	3.82%	Reduced
530	Scotia Capital Toronto, Ontario, Canada	$107M	+$850K	16	0.43%	Increased
531	United Capital Financial Advisors Irving, Texas	$106M	-$444K	17	0.64%	Reduced
532	TCG Tremblant Capital Group West Palm Beach, Florida	$106M	+$92.5M	2	2.7%	Increased
533	DJE Kapital 82049 Pullach, Germany	$106M	-$10.2M	5	2.93%	Reduced
534	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$106M	-$11.4M	3	12.06%	Reduced
535	Exchange Traded Concepts Oklahoma City, Oklahoma	$105M	+$5.25M	23	0.8%	Increased
536	ASR Vermogensbeheer Utrecht, Netherlands	$104M	+$12.5M	14	1.21%	Increased
537	FCM Fernbridge Capital Management Los Angeles, California	$103M	-$2.17M	1	5.05%	Reduced
538	New York Life Investment Management New York	$103M	-$81.3K	17	0.89%	Reduced
539	MAI Capital Management Independence, Ohio	$103M	+$29.4M	56	0.59%	Increased
540	Nicholas Company Milwaukee, Wisconsin	$102M	-$8.18M	4	1.79%	Reduced
541	RG Renaissance Group Covington, Kentucky	$102M	-$17.9M	7	4.08%	Reduced
542	Advisors Capital Management Ridgewood, New Jersey	$101M	+$833K	7	1.19%	Increased
543	CCM Carronade Capital Management Darien, Connecticut	$101M	+$20.9M	1	1.37%	Increased
544	RBDF Robert B. Daugherty Foundation Omaha, Nebraska	$101M	+$102M	1	100%	New
545	Cresset Asset Management Chicago, Illinois	$100M	-$1.21M	26	0.42%	Reduced
546	Moore Capital Management New York	$100M	-$13.4M	7	1.44%	Reduced
547	FFM Fisher Funds Management Auckland, New Zealand	$99.6M	-$6.75M	6	2.57%	Reduced
548	Capula Management Grand Cayman, Cayman Islands	$99.4M	+$87.2M	9	0.5%	Increased
549	Homestead Advisers Arlington, Virginia	$99.3M	-$16M	4	2.63%	Reduced
550	Corvex Management New York	$98.8M	$0	1	3.02%	Maintained