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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
551	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$140M	+$50.8M	19	2.63%	Increased
552	Inspire Investing Meridian, Idaho	$139M	+$21M	25	5.72%	Increased
553	Defiance ETFs New York	$139M	+$83.1M	11	1.89%	Increased
554	Engle Capital Management Greenwich, Connecticut	$139M	-$5.74M	7	38.12%	Reduced
555	Rafferty Asset Management New York	$139M	+$36.1M	19	0.32%	Increased
556	Groupama Asset Management Paris, France	$137M	+$4.35M	14	1.73%	Increased
557	Varma Mutual Pension Insurance Co Helsinki, Finland	$137M	-$42.1M	4	0.73%	Reduced
558	AssetMark Inc Concord, California	$136M	-$2.82M	53	0.23%	Reduced
559	Exchange Traded Concepts Oklahoma City, Oklahoma	$136M	+$16.8M	31	0.62%	Increased
560	L1 Capital Melbourne VIC 3000, Australia	$135M	-$105M	1	4.55%	Reduced
561	Bridges Investment Management Omaha, Nebraska	$135M	+$13.5M	14	1.64%	Increased
562	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$135M	-$171K	38	2%	Reduced
563	Zimmer Partners New York	$134M	+$29.6M	6	3.09%	Increased
564	Glenview Trust Louisville, Kentucky	$134M	+$176K	11	1.85%	Increased
565	Kirr Marbach & Co Columbus, Indiana	$134M	-$10.4M	6	22.51%	Reduced
566	EP Wealth Advisors Torrance, California	$134M	+$10.9M	20	0.51%	Increased
567	Brinker Capital Investments Berwyn, Pennsylvania	$133M	+$4.14M	34	1.02%	Increased
568	Picton Mahoney Asset Management Toronto, Ontario, Canada	$133M	+$9.49M	29	0.98%	Increased
569	Sterling Capital Management Charlotte, North Carolina	$132M	-$14.6M	64	2.25%	Reduced
570	Bornite Capital Management New York	$132M	-$27.7M	4	16.63%	Reduced
571	Tema ETFs New York	$132M	+$22.8M	12	4.25%	Increased
572	Coldstream Capital Management Bellevue, Washington	$132M	+$61M	28	1.65%	Increased
573	Rakuten Investment Management Tokyo, Japan	$131M	+$18.5M	6	0.38%	Increased
574	Concurrent Investment Advisors Tampa, Florida	$131M	+$19.2M	23	1.11%	Increased
575	Minneapolis Portfolio Management Group Wayzata, Minnesota	$131M	-$10.1M	3	12.4%	Reduced