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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
601	People's United Financial Bridgeport, Connecticut	$19M	+$3.08M	8	0.66%	Increased
602	HAM Hillcrest Asset Management Plano, Texas	$19M	+$13.7M	3	4.56%	Increased
603	Meyer Handelman Company Rye Brook, New York	$19M	-$124K	3	1.07%	Reduced
604	Geneos Wealth Management Englewood, Colorado	$18.8M	+$620K	26	1.39%	Increased
605	BCM Birmingham Capital Management Birmingham, Alabama	$18.8M	-$873K	2	9.18%	Reduced
606	Birch Hill Investment Advisors Boston, Massachusetts	$18.8M	-$556K	3	1.64%	Reduced
607	Ameritas Investment Partners Lincoln, Nebraska	$18.7M	+$631K	49	1.02%	Increased
608	SCA Summit Creek Advisors Minneapolis, Minnesota	$18.6M	+$2.04M	2	3.76%	Increased
609	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$18.5M	+$1.01M	2	1.18%	Increased
610	MPAM Monarch Partners Asset Management Boston, Massachusetts	$18.5M	+$16.1M	5	2.67%	Increased
611	GACM Global Alpha Capital Management Montreal, Quebec, Canada	$18.4M	+$3.19M	2	4.75%	Increased
612	Capital International Inc Los Angeles, California	$18.4M	-$215K	3	2.51%	Reduced
613	Wolverine Asset Management Chicago, Illinois	$18.3M	+$2.03M	10	0.22%	Increased
614	Carmignac Gestion Paris, France	$18.2M	-$3.9M	2	0.28%	Reduced
615	MDSL M.D. Sass LLC New York	$18.2M	+$1.19M	1	3.1%	Increased
616	NM Nokota Management New York	$18.2M	-$17.3M	1	0.59%	Reduced
617	DIA Dean Investment Associates Beavercreek, Ohio	$18.2M	+$3.51M	5	2.89%	Increased
618	1M 13D Management New York	$18.2M	+$9.31M	3	5.88%	Increased
619	Kayne Anderson Rudnick Investment Management Los Angeles, California	$18.1M	-$4.76M	3	0.13%	Reduced
620	DS Dudley & Shanley Palm Beach, Florida	$18.1M	+$971K	1	4.52%	Increased
621	Scotia Capital Toronto, Ontario, Canada	$18M	-$2.02M	10	0.27%	Reduced
622	First National Bank of Omaha Omaha, Nebraska	$17.9M	-$4.06M	8	1.35%	Reduced
623	YCMGA York Capital Management Global Advisors New York	$17.7M	-$21.9M	1	1.08%	Reduced
624	LCM Logan Capital Management Newtown Square, Pennsylvania	$17.7M	-$3.9M	6	1.4%	Reduced
625	Trexquant Investment Stamford, Connecticut	$17.6M	+$4.43M	18	1.1%	Increased