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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	First Manhattan New York	$44.5M	+$1.23M	19	0.15%	Increased
552	Brown Brothers Harriman & Co New York	$44.5M	-$617K	10	0.25%	Reduced
553	IFM Investors Melbourne, Australia	$44.4M	-$276K	7	0.82%	Reduced
554	ZWJ Investment Counsel Atlanta, Georgia	$44.2M	-$577K	3	2.26%	Reduced
555	ACM AlphaCrest Capital Management New York	$44.1M	+$23.4M	23	1.64%	Increased
556	MAI Capital Management Independence, Ohio	$43.8M	+$5.65M	9	0.71%	Increased
557	SCM Sandler Capital Management New York	$43.7M	+$1.76M	5	3.78%	Increased
558	MAP Moody Aldrich Partners Marblehead, Massachusetts	$43.7M	-$4.38M	6	6.09%	Reduced
559	Parallax Volatility Advisers San Francisco, California	$43.7M	+$26M	10	0.04%	Increased
560	HCM Hahn Capital Management Walnut Creek, California	$43.6M	-$2.02M	3	8.18%	Reduced
561	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$43.3M	$0	1	0.66%	Maintained
562	Curi RMB Capital Chicago, Illinois	$43.3M	-$565K	9	1.31%	Reduced
563	LIM Lathrop Investment Management Little Rock, Arkansas	$42.9M	+$52.6K	2	8.43%	Increased
564	SC Steginsky Capital Port Washington, New York	$42.8M	-$405	1	14.01%	Reduced
565	Gofen & Glossberg Chicago, Illinois	$42.5M	+$810K	6	0.92%	Increased
566	ZCM Ziegler Capital Management Chicago, Illinois	$42.2M	-$5.75M	7	1.52%	Reduced
567	LCS Levin Capital Strategies New York	$42M	+$11.6M	8	3.92%	Increased
568	UBS O'Connor Chicago, Illinois	$42M	-$5.22M	4	0.4%	Reduced
569	Gates Capital Management New York	$41.9M	-$27.1M	1	1.16%	Reduced
570	NCGI Next Century Growth Investors Plymouth, Minnesota	$41.9M	+$19.8K	5	3.77%	Increased
571	LOM LTS One Management New York	$41.8M	+$37.8M	1	3.69%	New
572	MAP Managed Asset Portfolios Rochester, Michigan	$41.6M	-$355K	1	5.88%	Reduced
573	Great Lakes Advisors Chicago, Illinois	$41.5M	-$184K	7	0.63%	Reduced
574	Peregrine Capital Management Minneapolis, Minnesota	$41.5M	-$5.18M	6	0.83%	Reduced
575	KCM Kingdon Capital Management New York	$41.3M	+$8.2M	2	4.75%	Increased