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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	Channing Capital Management Chicago, Illinois	$42.2M	+$28.6M	2	1.34%	Increased
552	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$41.9M	-$1.34M	4	2.6%	Reduced
553	Capital Fund Management (CFM) Paris, France	$41.6M	+$28.2M	4	0.28%	Increased
554	CIC Cutler Investment Counsel Jacksonville, Oregon	$41.6M	-$1.67M	2	6.34%	Reduced
555	BOK Financial Tulsa, Oklahoma	$41.5M	-$2.29M	15	0.77%	Reduced
556	South Dakota Investment Council Sioux Falls, South Dakota	$41.5M	-$1.77M	14	0.93%	Reduced
557	SCM Silvant Capital Management Atlanta, Georgia	$41.4M	-$970K	6	2.93%	Reduced
558	TCM Tran Capital Management San Rafael, California	$41.4M	-$843K	1	5.23%	Reduced
559	EIA Edgemoor Investment Advisors Bethesda, Maryland	$41.2M	+$498K	4	5.16%	Increased
560	Moore Capital Management New York	$41M	-$2.41M	8	0.97%	Reduced
561	Group One Trading Chicago, Illinois	$40.8M	+$11.5M	26	0.09%	Increased
562	Snyder Capital Management San Francisco, California	$40.8M	-$136K	1	0.92%	Reduced
563	ZWJ Investment Counsel Atlanta, Georgia	$40.7M	+$410K	4	2.3%	Increased
564	Alyeska Investment Group Chicago, Illinois	$40.6M	-$46.3M	5	0.42%	Reduced
565	Bragg Financial Advisors Charlotte, North Carolina	$40.5M	+$589K	7	2.46%	Increased
566	WBG Wharton Business Group Malvern, Pennsylvania	$40.5M	-$8M	4	2.35%	Reduced
567	AP Atwood & Palmer Kansas City, Missouri	$40.2M	+$241K	5	3.63%	Increased
568	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$39.8M	-$229K	6	0.78%	Reduced
569	Capital International Inc Los Angeles, California	$39.7M	-$3.23M	4	0.86%	Reduced
570	Axiom Investors Greenwich, Connecticut	$39.7M	+$914K	3	0.78%	Increased
571	Blackstone Inc New York	$39.6M	$0	3	0.15%	Maintained
572	Maryland State Retirement & Pension System Baltimore, Maryland	$39.6M	+$15.2M	25	1.16%	Increased
573	SCA Summit Creek Advisors Minneapolis, Minnesota	$39.4M	+$3.32M	3	5.37%	Increased
574	SIC Schwartz Investment Counsel Plymouth, Michigan	$39.4M	+$224K	2	1.79%	Increased
575	LF Longbow Finance Lutry, Switzerland	$39.4M	+$37.5M	4	5.3%	New