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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	TCM Tygh Capital Management Portland, Oregon	$39M	+$8.25M	6	5.32%	Increased
552	IECM Intrinsic Edge Capital Management Chicago, Illinois	$38.8M	-$7.94M	6	2.27%	Reduced
553	Border to Coast Pensions Partnership Leeds, United Kingdom	$38.7M	+$39M	2	1.35%	New
554	Bragg Financial Advisors Charlotte, North Carolina	$38.6M	-$276K	7	2.47%	Reduced
555	NCGI Next Century Growth Investors Plymouth, Minnesota	$38.5M	-$1.17M	5	3%	Reduced
556	AI Aperture Investors New York	$38.4M	+$12.1M	3	4.39%	Increased
557	LIM Lathrop Investment Management Little Rock, Arkansas	$38.4M	-$473K	2	7.93%	Reduced
558	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$38.4M	-$185K	9	0.92%	Reduced
559	Tudor Investment Corp Stamford, Connecticut	$38.3M	+$3.19M	21	0.72%	Increased
560	Great Lakes Advisors Chicago, Illinois	$38.2M	-$323K	5	0.58%	Reduced
561	Oppenheimer Asset Management New York	$38.2M	-$301K	21	0.54%	Reduced
562	Walleye Trading New York	$38.2M	+$30.3M	18	0.15%	Increased
563	LCM Lionstone Capital Management New York	$38M	+$1.14M	1	9.27%	Increased
564	B. Metzler seel. Sohn & Co Frankfurt, Germany	$38M	-$6.06M	12	0.57%	Reduced
565	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$38M	-$20.8M	26	0.69%	Reduced
566	Curi RMB Capital Chicago, Illinois	$38M	-$903K	9	1.27%	Reduced
567	Dana Investment Advisors Waukesha, Wisconsin	$37.9M	+$12.8M	5	1.68%	Increased
568	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$37.8M	-$816K	8	0.94%	Reduced
569	Crossmark Global Holdings Houston, Texas	$37.8M	-$11.1M	28	0.89%	Reduced
570	First Manhattan New York	$37.7M	-$1.18M	18	0.14%	Reduced
571	Paradigm Capital Management Inc Albany, New York	$37.6M	-$1.85M	5	1.81%	Reduced
572	New Mexico Educational Retirement Board Santa Fe, New Mexico	$37.6M	+$3.64M	20	1.29%	Increased
573	MUFG Securities EMEA London, United Kingdom	$37.6M	-$91.5M	4	0.36%	Reduced
574	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$37.4M	+$1.1M	5	1.82%	Increased
575	EIM Essex Investment Management Boston, Massachusetts	$37.2M	-$847K	13	4.33%	Reduced