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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	AA Ancient Art Austin, Texas	$28.2M	+$24.2M	1	6.56%	New
552	Asset Management One Tokyo, Japan	$28.2M	+$811K	17	0.44%	Increased
553	NM Nokota Management New York	$28M	-$784K	2	1.08%	Reduced
554	QI QV Investors Calgary, Alberta, Canada	$27.9M	+$26.5M	1	5.2%	New
555	CDH Charles D. Hyman	$27.8M	+$965K	3	5.1%	Increased
556	KCM Kingdon Capital Management New York	$27.8M	-$4.19M	2	1.27%	Reduced
557	Ferguson Wellman Capital Management Portland, Oregon	$27.6M	-$2.53M	3	1.24%	Reduced
558	Mitsubishi UFJ Asset Management Tokyo, Japan	$27.4M	-$6.4M	10	0.79%	Reduced
559	LCP Lombardia Capital Partners Pasadena, California	$27.4M	+$3.28M	1	0.78%	Increased
560	NRS Neville Rodie & Shaw New York	$27.3M	-$759K	6	2.95%	Reduced
561	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$27.1M	+$25.4M	26	1.29%	New
562	Gofen & Glossberg Chicago, Illinois	$27.1M	-$784K	2	1.27%	Reduced
563	Braun Stacey Associates New York	$26.9M	-$1.34M	2	1.54%	Reduced
564	Associated Banc-Corp Green Bay, Wisconsin	$26.8M	-$2.19M	4	1.93%	Reduced
565	Virginia Retirement Systems Richmond, Virginia	$26.8M	-$6.39M	8	0.54%	Reduced
566	Andra AP-fonden Goteborg, Sweden	$26.8M	-$7.81M	8	0.63%	Reduced
567	Fort Washington Investment Advisors Cincinnati, Ohio	$26.4M	-$40M	8	0.6%	Reduced
568	QIM Quantitative Investment Management Charlottesville, Virginia	$26.4M	+$18M	16	2.54%	Increased
569	KMC Kirr Marbach & Co Columbus, Indiana	$26.1M	-$1.55M	2	4.75%	Reduced
570	WA Westport Advisers Westport, Connecticut	$26M	-$2.76M	1	2.35%	Reduced
571	EULAV Asset Management Sarasota, Florida	$25.9M	+$1.48M	3	1.41%	Increased
572	Hood River Capital Management Palm Beach Gardens, Florida	$25.8M	-$8.95M	2	3.85%	Reduced
573	Washington Trust Westerly, Rhode Island	$25.8M	-$600K	4	1.97%	Reduced
574	SRC Shufro Rose & Co New York	$25.8M	+$7.72M	4	2.72%	Increased
575	GA GFS Advisors Houston, Texas	$25.6M	+$5.97M	4	12.65%	Increased