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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	CC Cannell & Co New York	$28M	-$2.81M	4	1.06%	Reduced
552	RCM Riverhead Capital Management Wilmington, Delaware	$28M	+$4.94M	29	1.03%	Increased
553	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$27.9M	+$27M	4	0.58%	Increased
554	BA Boston Advisors Boston, Massachusetts	$27.8M	+$5.03M	11	1.45%	Increased
555	RCM Red Cedar Management Park City, Utah	$27.7M	-$9.11M	3	29.78%	Reduced
556	C Chescapmanager Baltimore, Maryland	$27.5M	-$2.91M	1	3.91%	Reduced
557	ARGA Investment Management Stamford, Connecticut	$27.2M	+$1.52M	1	3.39%	Increased
558	CIM Corda Investment Management Houston, Texas	$27.1M	-$467K	1	2.97%	Reduced
559	SGAM Smith Group Asset Management Dallas, Texas	$27.1M	+$24.5M	3	0.95%	Increased
560	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$27M	-$439K	29	0.1%	Reduced
561	Pinnacle Associates New York	$26.8M	+$2.11M	6	0.63%	Increased
562	NA Neuburgh Advisers Los Angeles, California	$26.8M	+$1.61M	18	0.83%	Increased
563	Intact Investment Management Montreal, Quebec, Canada	$26.6M	+$8.69M	5	0.95%	Increased
564	WI Wafra Inc New York	$26.4M	-$8.77M	1	0.87%	Reduced
565	Paradigm Capital Management Inc Albany, New York	$26M	+$2.79M	6	2.33%	Increased
566	EdgePoint Investment Group Toronto, Ontario, Canada	$26M	+$2.57M	1	0.25%	Increased
567	SAM Securian Asset Management St Paul, Minnesota	$25.9M	+$174K	21	0.59%	Increased
568	Banco Santander Madrid, Spain	$25.9M	+$5.54M	4	0.25%	Increased
569	CIC Cutler Investment Counsel Jacksonville, Oregon	$25.8M	-$927K	2	4.97%	Reduced
570	Edmond de Rothschild Holding Chambesy, Switzerland	$25.8M	+$3.12M	12	1.03%	Increased
571	FSCM Front Street Capital Management Missoula, Montana	$25.6M	+$1.27M	2	7.3%	Increased
572	Hancock Whitney Gulfport, Mississippi	$25.5M	-$252K	12	0.84%	Reduced
573	CGM Centenus Global Management New York	$25.5M	+$5.57M	4	3.59%	Increased
574	SCM SG Capital Management Chicago, Illinois	$25.4M	-$41.7M	3	4.81%	Reduced
575	CM CS McKee Pittsburgh, Pennsylvania	$25.4M	-$1.23M	2	2.3%	Reduced