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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	Crossmark Global Holdings Houston, Texas	$53.5M	-$3.22M	26	1.02%	Reduced
602	Needham Investment Management New York	$53.5M	+$14.2M	7	4.4%	Increased
603	Bridgewater Associates Westport, Connecticut	$53.3M	+$16.2M	16	0.28%	Increased
604	UMB Bank Kansas City, Missouri	$53.1M	-$6.79M	34	0.87%	Reduced
605	TDC Thompson Davis & Co Richmond, Virginia	$53M	-$1.46M	7	46%	Reduced
606	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$53M	+$53.3M	2	2.19%	New
607	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$52.8M	-$5.14M	13	0.55%	Reduced
608	NZS Capital Denver, Colorado	$52.7M	+$2.94M	1	2.16%	Increased
609	BCM Bornite Capital Management New York	$52.6M	+$14.5M	5	8.67%	Increased
610	Evergreen Capital Management Bellevue, Washington	$52.6M	+$23.2M	15	1.9%	Increased
611	SCM Silvant Capital Management Atlanta, Georgia	$52.3M	+$2.67M	6	2.32%	Increased
612	Jefferies Financial Group New York	$52M	+$1.13M	19	0.55%	Increased
613	Addenda Capital Montreal, Quebec, Canada	$52M	+$2.71M	5	2.04%	Increased
614	Stonegate Investment Group Birmingham, Alabama	$51.7M	+$3.33M	5	1.49%	Increased
615	Capitolis Liquid Global Markets New York	$51.6M	+$20.8M	1	0.64%	Increased
616	Stratos Wealth Partners Beachwood, Ohio	$51.5M	+$373K	14	0.82%	Increased
617	Clearstead Advisors Cleveland, Ohio	$51.5M	+$41.4M	31	0.88%	Increased
618	Cartenna Capital Stamford, Connecticut	$51.2M	+$30.4M	1	1.95%	Increased
619	Quantbot Technologies New York	$50.8M	+$21.7M	39	2.46%	Increased
620	Exchange Traded Concepts Oklahoma City, Oklahoma	$50.8M	+$13.3M	20	1.28%	Increased
621	VVP Vulcan Value Partners Birmingham, Alabama	$50.8M	+$2.25M	1	0.72%	Increased
622	First Manhattan New York	$50.6M	-$1.85M	13	0.16%	Reduced
623	Icahn Carl Sunny Isles Beach, Florida	$50.5M	+$65.8M	1	0.47%	New
624	Gulf International Bank (UK) London, United Kingdom	$50.5M	+$4.98M	13	1.27%	Increased
625	BCAM Boston Common Asset Management Boston, Massachusetts	$50.4M	-$8.39M	4	1.29%	Reduced