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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
576	VFM Viking Fund Management Minot, North Dakota	$22M	-$5.4M	2	2.87%	Reduced
577	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$21.9M	-$1.43M	26	1.04%	Reduced
578	TC TFS Capital West Chester, Pennsylvania	$21.8M	+$10.3M	15	2.13%	Increased
579	PP Paloma Partners Greenwich, Connecticut	$21.6M	-$1.35M	14	0.61%	Reduced
580	GWM Greenwich Wealth Management Greenwich, Connecticut	$21.5M	$0	4	2.43%	Maintained
581	WBC Westpac Banking Corp Sydney, Australia	$21.4M	-$8.91M	11	0.19%	Reduced
582	IIM Ironwood Investment Management Boston, Massachusetts	$21.3M	-$2.81M	6	3.95%	Reduced
583	Mitsubishi UFJ Asset Management Tokyo, Japan	$21.3M	-$661K	10	0.63%	Reduced
584	NRS Neville Rodie & Shaw New York	$21.2M	-$697K	5	2.21%	Reduced
585	KMC Kirr Marbach & Co Columbus, Indiana	$21.2M	-$96.5K	2	3.8%	Reduced
586	AA Ancient Art Austin, Texas	$21.2M	-$2.25M	1	6%	Reduced
587	AC AFAM Capital Austin, Texas	$21M	+$341K	4	2.71%	Increased
588	EULAV Asset Management Sarasota, Florida	$21M	-$5.17M	3	1.08%	Reduced
589	HHC Hutchin Hill Capital New York	$21M	-$14.3M	11	0.58%	Reduced
590	WP WMS Partners Towson, Maryland	$20.9M	+$2.31M	4	2.56%	Increased
591	SC Skylands Capital Milwaukee, Wisconsin	$20.9M	+$4.52M	8	2.12%	Increased
592	BTP Bloom Tree Partners New York	$20.8M	-$8.46M	1	2.26%	Reduced
593	Associated Banc-Corp Green Bay, Wisconsin	$20.7M	+$792K	4	1.3%	Increased
594	CCM Cadence Capital Management Boston, Massachusetts	$20.5M	+$634K	4	1.25%	Increased
595	Becker Capital Management Portland, Oregon	$20.5M	-$7.03M	2	0.8%	Reduced
596	OAMA Oslo Asset Management AS Oslo, Norway	$20.5M	$0	1	18.97%	Maintained
597	Artemis Investment Management Edinburgh, United Kingdom	$20.5M	-$985K	2	0.82%	Reduced
598	WAM World Asset Management Detroit, Michigan	$20.4M	-$274K	21	0.7%	Reduced
599	TU TDAM USA Toronto, Ontario, Canada	$20.4M	+$3.46M	5	0.83%	Increased
600	CIM Calvert Investment Management Bethesda, Maryland	$20.4M	+$1.27M	5	1.31%	Increased