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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	AP Atwood & Palmer Kansas City, Missouri	$39.2M	-$572K	4	3.5%	Reduced
552	Andra AP-fonden Goteborg, Sweden	$39.1M	-$4.55M	6	0.8%	Reduced
553	SIC Schwartz Investment Counsel Plymouth, Michigan	$39M	+$33.1M	2	1.6%	Increased
554	MAP Moody Aldrich Partners Marblehead, Massachusetts	$39M	+$7.43M	7	4.94%	Increased
555	Great Lakes Advisors Chicago, Illinois	$38.9M	-$437K	6	0.61%	Reduced
556	Adams Diversified Equity Fund Baltimore, Maryland	$38.7M	-$2.44M	2	1.53%	Reduced
557	MDSL M.D. Sass LLC New York	$38.7M	+$37M	2	6.58%	New
558	Country Trust Bank Bloomington, Illinois	$38.6M	+$14.8M	3	1.13%	Increased
559	RI Redwood Investments Boston, Massachusetts	$38.4M	+$1.97M	2	3.21%	Increased
560	Border to Coast Pensions Partnership Leeds, United Kingdom	$38.3M	-$1.03M	2	1.3%	Reduced
561	Swiss Life Asset Management Zurich,	$38.3M	-$2.21M	7	0.53%	Reduced
562	PFC Poplar Forest Capital Pasadena, California	$38.2M	-$1.37M	5	3.93%	Reduced
563	IM Islet Management New York	$38.1M	+$40.7M	1	0.82%	New
564	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$37.9M	-$131K	4	4.84%	Reduced
565	PP PDT Partners New York	$37.8M	-$703K	13	2.72%	Reduced
566	Hosking Partners London, United Kingdom	$37.4M	-$12.9M	1	0.93%	Reduced
567	Beck Mack & Oliver New York	$37.1M	-$847K	2	0.96%	Reduced
568	MAP Managed Asset Portfolios Rochester, Michigan	$36.9M	+$896K	1	5.62%	Increased
569	NCGI Next Century Growth Investors Plymouth, Minnesota	$36.9M	-$3.8M	5	3.2%	Reduced
570	Polar Capital Holdings London, United Kingdom	$36.9M	-$692K	1	0.15%	Reduced
571	LIM Lathrop Investment Management Little Rock, Arkansas	$36.8M	-$979K	2	7.87%	Reduced
572	TAM Telemark Asset Management Boston, Massachusetts	$36.7M	-$22.2M	2	2.66%	Reduced
573	Oppenheimer Asset Management New York	$36.7M	+$233K	21	0.52%	Increased
574	Vestcor Inc Fredericton, New Brunswick, Canada	$36.6M	+$409K	12	1.33%	Increased
575	Crossmark Global Holdings Houston, Texas	$36.5M	+$263K	27	0.86%	Increased