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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	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$59.8M	-$31.7M	12	0.2%	Reduced
552	Factory Mutual Insurance Waltham, Massachusetts	$59.7M	$0	2	0.74%	Maintained
553	RCM Redwood Capital Management New York	$59.7M	$0	2	10.8%	Maintained
554	Pinnacle Associates New York	$59.4M	+$2.49M	14	1%	Increased
555	Rubric Capital Management (New York) New York	$59.2M	-$70.6M	1	1.23%	Reduced
556	CIBC World Markets New York	$58.8M	+$21.2M	10	0.32%	Increased
557	Emerald Advisers Leola, Pennsylvania	$58.8M	-$3.62M	4	2.52%	Reduced
558	ZCM Ziegler Capital Management Chicago, Illinois	$58.5M	-$20.4M	11	2.66%	Reduced
559	KMC Kirr Marbach & Co Columbus, Indiana	$58.4M	-$3.26M	4	15.31%	Reduced
560	Empowered Funds Havertown, Pennsylvania	$58.2M	+$7.65M	24	1.46%	Increased
561	TC TwinBeech Capital Purchase, New York	$57.8M	-$55M	14	0.93%	Reduced
562	Soroban Capital Partners New York	$57.7M	+$50.3M	1	0.71%	New
563	Nissay Asset Management Tokyo, Japan	$57.7M	+$1.03M	11	0.46%	Increased
564	Banco Santander Madrid, Spain	$57.6M	-$13.7M	8	0.68%	Reduced
565	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$57.5M	-$199K	3	5.7%	Reduced
566	OMC Oasis Management Company Grand Cayman, Cayman Islands	$57M	$0	1	10.5%	Maintained
567	Park Avenue Securities New York	$56.6M	+$2.8M	21	0.78%	Increased
568	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$56.5M	-$2.28M	12	0.67%	Reduced
569	Cetera Advisors Denver, Colorado	$55.5M	-$1.1M	17	0.77%	Reduced
570	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$55.4M	-$678K	6	0.93%	Reduced
571	GIC GFI Investment Counsel Toronto, Ontario, Canada	$55.4M	-$978K	1	7.66%	Reduced
572	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$55.2M	-$746K	6	6.36%	Reduced
573	Walleye Capital New York	$54.7M	-$33.8M	20	0.12%	Reduced
574	MC Martin Currie Edinburgh, United Kingdom	$54.6M	-$8.78M	3	1.79%	Reduced
575	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$54.3M	-$14.2M	6	1.67%	Reduced