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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	JIR James Investment Research Alpha, Ohio	$29.3M	+$8.44M	9	2.04%	Increased
552	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$28.6M	-$396K	22	0.1%	Reduced
553	Birch Hill Investment Advisors Boston, Massachusetts	$28.2M	+$1.04M	3	1.87%	Increased
554	Homestead Advisers Arlington, Virginia	$27.9M	-$29.8M	4	0.58%	Reduced
555	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$27.5M	+$222K	32	0.48%	Increased
556	Graham Capital Management Rowayton, Connecticut	$27.5M	$0	1	1%	Maintained
557	CIM Corda Investment Management Houston, Texas	$27.4M	-$476K	1	2.94%	Reduced
558	KTA Keeley-Teton Advisors Chicago, Illinois	$27.4M	-$3.97M	7	2.89%	Reduced
559	PPCM Pillar Pacific Capital Management Pacifica, California	$27.3M	+$225K	8	2.8%	Increased
560	ZWJ Investment Counsel Atlanta, Georgia	$27.2M	-$1.33M	3	1.83%	Reduced
561	CC Cannell & Co New York	$27.2M	-$2.67M	4	0.97%	Reduced
562	Summit Partners Public Asset Management Boston, Massachusetts	$27.1M	+$27.1M	1	2.56%	New
563	CC Cipher Capital New York	$27M	+$6.98M	12	1.91%	Increased
564	SCA Summit Creek Advisors Minneapolis, Minnesota	$26.8M	-$617K	3	4.2%	Reduced
565	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$26.8M	$0	4	5.02%	Maintained
566	SAM Securian Asset Management St Paul, Minnesota	$26.7M	-$1.26M	20	0.59%	Reduced
567	Atalanta Sosnoff Capital New York	$26.7M	+$25.8M	2	0.8%	Increased
568	WI Wafra Inc New York	$26.6M	+$1.47M	1	1.63%	Increased
569	Bessemer Group Woodbridge, New Jersey	$26.6M	+$5.71M	21	0.09%	Increased
570	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$26.4M	-$312K	31	1.31%	Reduced
571	CEP Chicago Equity Partners Chicago, Illinois	$26.4M	-$10.8M	12	1.51%	Reduced
572	DS Dudley & Shanley Palm Beach, Florida	$26M	+$1.52M	1	5.87%	Increased
573	Pinnacle Associates New York	$26M	-$1.84M	8	0.57%	Reduced
574	USS Investment Management London, United Kingdom	$25.9M	+$26.1M	1	0.25%	New
575	Nissay Asset Management Tokyo, Japan	$25.9M	-$594K	7	0.58%	Reduced