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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	EIA Edgemoor Investment Advisors Bethesda, Maryland	$35M	-$586K	1	3.26%	Reduced
602	LCS Levin Capital Strategies New York	$34.9M	-$3.87M	5	3.55%	Reduced
603	Donald Smith & Co New York	$34.8M	+$3.44M	1	1.35%	Increased
604	Snyder Capital Management San Francisco, California	$34.8M	+$29.2M	1	0.97%	Increased
605	Scotia Capital Toronto, Ontario, Canada	$34.8M	+$209K	8	0.25%	Increased
606	EW Evoke Wealth Los Angeles, California	$34.8M	+$4.25M	12	1.32%	Increased
607	Picton Mahoney Asset Management Toronto, Ontario, Canada	$34.7M	-$2.45M	3	1.01%	Reduced
608	Burney Company Reston, Virginia	$34.4M	-$12.5M	8	1.6%	Reduced
609	SC Steginsky Capital Port Washington, New York	$34.3M	-$314K	1	13.72%	Reduced
610	MAP Moody Aldrich Partners Marblehead, Massachusetts	$34.2M	+$3.17M	6	4.81%	Increased
611	Polar Capital Holdings London, United Kingdom	$34.2M	+$9.47M	1	0.15%	Increased
612	Weiss Multi-Strategy Advisers New York	$34.1M	-$7.4M	7	0.75%	Reduced
613	DFO Duquesne Family Office New York	$34M	$0	1	0.84%	Maintained
614	OAMG Odey Asset Management Group London, United Kingdom	$34M	+$712K	1	7.65%	Increased
615	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$33.8M	+$4.2M	3	0.36%	Increased
616	Steward Partners Investment Advisory New York	$33.7M	-$4.72M	35	0.57%	Reduced
617	RCW Rheos Capital Works Tokyo, Japan	$33.7M	+$20.5M	3	1.7%	Increased
618	Jefferies Group New York	$33.6M	+$2.89M	9	0.21%	Increased
619	LHC Lodge Hill Capital New York	$33.1M	+$5.2M	2	9.62%	Increased
620	MIM Montgomery Investment Management Rockville, Maryland	$33.1M	-$397K	3	12.26%	Reduced
621	Cetera Advisors Denver, Colorado	$32.8M	+$3.48M	12	0.78%	Increased
622	Brookfield Corp Toronto, Ontario, Canada	$32.6M	+$18.1M	7	0.15%	Increased
623	NIG NFJ Investment Group Dallas, Texas	$32.5M	-$11.3M	6	0.62%	Reduced
624	Meyer Handelman Company Rye Brook, New York	$32.5M	-$958K	3	1.28%	Reduced
625	USAA United Services Automobile Association San Antonio, Texas	$32.3M	+$1.37M	1	0.59%	Increased