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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	LCG Lisanti Capital Growth New York	$47M	+$3.67M	9	7.43%	Increased
577	Stonegate Investment Group Birmingham, Alabama	$46.8M	+$317K	4	1.7%	Increased
578	GIC GFI Investment Counsel Toronto, Ontario, Canada	$46.8M	+$126K	1	7.14%	Increased
579	LI Leeward Investments Boston, Massachusetts	$46.5M	-$8.28M	3	2.38%	Reduced
580	Davidson Kempner Capital Management New York	$46.3M	+$2.89M	1	0.61%	Increased
581	Empowered Funds Havertown, Pennsylvania	$46M	+$13.7M	22	1.36%	Increased
582	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$45.8M	-$1.45M	3	1.76%	Reduced
583	NPCM North Peak Capital Management New York	$45.7M	+$47.5M	1	5.64%	New
584	CAM ClariVest Asset Management San Diego, California	$45.7M	+$7.93M	26	2.49%	Increased
585	InterOcean Capital Group Nashville, Tennessee	$45.3M	+$4.74M	4	1.38%	Increased
586	E. Ohman J:or Asset Management Stockholm, Sweden	$45.3M	-$318K	5	1.71%	Reduced
587	Waverton Investment Management London, United Kingdom	$45.1M	-$12.4M	2	1.3%	Reduced
588	Hillsdale Investment Management Toronto, Ontario, Canada	$45M	+$6.61M	20	4.12%	Increased
589	Picton Mahoney Asset Management Toronto, Ontario, Canada	$44.9M	-$821K	5	1.34%	Reduced
590	Chilton Capital Management Houston, Texas	$44.7M	-$1.79M	4	2.51%	Reduced
591	MCI McDonald Capital Investors Orinda, California	$44.7M	-$692K	1	3.49%	Reduced
592	SC Steginsky Capital Port Washington, New York	$44.6M	-$149K	1	13.69%	Reduced
593	iA Global Asset Management Quebec, Quebec, Canada	$44.5M	+$5.09M	8	1.18%	Increased
594	Steward Partners Investment Advisory New York	$44.3M	-$1.02M	38	0.68%	Reduced
595	Polar Asset Management Partners Toronto, Ontario, Canada	$44.3M	-$8.21M	4	0.98%	Reduced
596	Braun Stacey Associates New York	$44.3M	+$575K	3	2.16%	Increased
597	CIM Corda Investment Management Houston, Texas	$44.3M	-$1.54M	1	4.02%	Reduced
598	Axiom Investors Greenwich, Connecticut	$44.2M	+$42.9M	2	0.64%	Increased
599	Twin Tree Management Dallas, Texas	$44.2M	-$40.3M	10	0.1%	Reduced
600	Shelton Capital Management Denver, Colorado	$43.5M	+$7.7M	18	1.6%	Increased