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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	CCP Clarkston Capital Partners Rochester, Michigan	$21.4M	+$1.28M	2	1.11%	Increased
552	Oppenheimer & Co New York	$21.3M	+$1.4M	15	0.64%	Increased
553	Jefferies Group New York	$21.2M	-$12.9M	12	0.1%	Reduced
554	Jane Street New York	$21.2M	-$6.22M	19	0.11%	Reduced
555	Huntington National Bank Columbus, Ohio	$21.2M	-$8.3M	24	0.53%	Reduced
556	Nomura Asset Management Tokyo, Japan	$21.1M	-$1.3M	16	0.39%	Reduced
557	KCM Knighthead Capital Management New York	$21M	-$958K	1	11.84%	Reduced
558	Cubist Systematic Strategies Stamford, Connecticut	$21M	+$1.33M	27	1.22%	Increased
559	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$21M	-$926K	28	1.1%	Reduced
560	AC Amici Capital New York	$20.9M	-$4.88M	3	3.94%	Reduced
561	ICM Intrepid Capital Management Jacksonville Beach, Florida	$20.8M	-$2.3M	1	8.25%	Reduced
562	Weiss Multi-Strategy Advisers New York	$20.8M	-$8.39M	6	1.61%	Reduced
563	PHS PFM Health Sciences San Francisco, California	$20.8M	-$36.2M	1	0.63%	Reduced
564	FAM Foundation Asset Management White Plains, New York	$20.8M	$0	1	6.92%	Maintained
565	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$20.7M	-$1M	6	7.02%	Reduced
566	SRC Shufro Rose & Co New York	$20.5M	-$1.31M	4	2.27%	Reduced
567	Commerce Bank Kansas City, Missouri	$20.5M	+$285K	11	0.32%	Increased
568	BRC Blue Ridge Capital New York	$20.4M	-$18.5M	1	0.26%	Reduced
569	CCM Cadence Capital Management Boston, Massachusetts	$20.4M	-$6.47M	10	1.54%	Reduced
570	AC Ascend Capital Orinda, California	$20.3M	+$17.6M	2	1.33%	New
571	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$20.3M	+$1.48M	17	0.74%	Increased
572	WCP Waterfront Capital Partners New York	$20.1M	-$31.8M	2	3.21%	Reduced
573	PIM Provident Investment Management Novi, Michigan	$20.1M	+$211K	1	4.15%	Increased
574	TCM Timpani Capital Management Milwaukee, Wisconsin	$20.1M	+$8.53M	6	8.52%	Increased
575	Douglas Lane & Associates New York	$20.1M	-$131K	5	0.58%	Reduced