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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	Chilton Capital Management Houston, Texas	$34.7M	+$14.6M	2	1.95%	Increased
602	JCM Jag Capital Management St Louis, Missouri	$34.7M	+$499K	5	2.7%	Increased
603	FCM Fairholme Capital Management South Miami, Florida	$34.4M	+$18.2M	1	2.77%	Increased
604	Scotia Capital Toronto, Ontario, Canada	$34.3M	+$829K	9	0.25%	Increased
605	EW Evoke Wealth Los Angeles, California	$34.3M	+$115K	13	1.29%	Increased
606	Dana Investment Advisors Waukesha, Wisconsin	$34.2M	-$1.02M	5	1.55%	Reduced
607	CA Capitolis Advisors New York	$34.2M	-$9.36M	3	0.31%	Reduced
608	Melvin Capital Management New York	$34.2M	+$36.4M	1	0.17%	New
609	Banque Pictet & Cie Geneva 73, Switzerland	$34M	-$908K	3	0.35%	Reduced
610	MIM Montgomery Investment Management Rockville, Maryland	$33.9M	+$236K	3	12.66%	Increased
611	Williams Jones Wealth Management New York	$33.8M	+$14.4M	6	0.47%	Increased
612	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$33.8M	-$119M	15	0.08%	Reduced
613	MAI Capital Management Independence, Ohio	$33.7M	+$4.53M	9	0.65%	Increased
614	Snyder Capital Management San Francisco, California	$33.6M	-$352K	1	0.89%	Reduced
615	SAM Securian Asset Management St Paul, Minnesota	$33.3M	-$1.21M	20	0.68%	Reduced
616	Old National Bancorp Evansville, Indiana	$33.3M	-$257K	9	1.26%	Reduced
617	MUFG Securities EMEA London, United Kingdom	$33.2M	-$2.32M	4	0.37%	Reduced
618	SC Steginsky Capital Port Washington, New York	$33.2M	-$144K	1	12.46%	Reduced
619	Hancock Whitney Gulfport, Mississippi	$33M	-$11.9M	8	1.16%	Reduced
620	CIC Cutler Investment Counsel Jacksonville, Oregon	$33M	-$831K	2	5.21%	Reduced
621	EIA Edgemoor Investment Advisors Bethesda, Maryland	$32.9M	-$5.13M	2	3.75%	Reduced
622	Sit Investment Associates Minneapolis, Minnesota	$32.9M	-$2.96M	9	0.85%	Reduced
623	SM Sunriver Management Greenwich, Connecticut	$32.6M	-$5.41M	1	5.18%	Reduced
624	Burney Company Reston, Virginia	$32.5M	-$1.69M	7	1.52%	Reduced
625	MCM McRae Capital Management Morristown, New Jersey	$32.4M	+$4.43M	3	7.13%	Increased