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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
626	Ingalls & Snyder LLC New York	$21.7M	+$2.01M	7	1.2%	Increased
627	NPGCU Napier Park Global Capital (US) New York	$21.7M	+$19.4M	2	3.89%	New
628	ARTA A.R.T. Advisors New York	$21.7M	-$3.4M	19	1.15%	Reduced
629	Jupiter Asset Management London, United Kingdom	$21.7M	-$1.71M	7	0.84%	Reduced
630	CAM Cacti Asset Management Atlanta, Georgia	$21.7M	+$2.49M	1	3.27%	Increased
631	PP Paloma Partners Greenwich, Connecticut	$21.6M	-$4.82M	8	1.08%	Reduced
632	WC Walthausen & Co Malta, New York	$21.4M	-$18.2M	2	1.58%	Reduced
633	WCM Investment Management Laguna Beach, California	$21.3M	+$11.8M	2	0.77%	Increased
634	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$21.2M	-$2.41M	9	0.61%	Reduced
635	Channing Capital Management Chicago, Illinois	$21.2M	+$199K	1	1.39%	Increased
636	HCMT Highland Capital Management (Texas) Dallas, Texas	$21.1M	-$7.74M	1	1.15%	Reduced
637	Cohen & Steers New York	$21.1M	-$35.4M	2	0.07%	Reduced
638	DP DW Partners New York	$21.1M	-$4.17M	1	4.17%	Reduced
639	VAM Visium Asset Management New York	$21.1M	-$3.38M	13	0.41%	Reduced
640	NIP Nicholas Investment Partners Rancho Santa Fe, California	$20.9M	+$2.04M	7	1.6%	Increased
641	OIM Oceanic Investment Management Douglas, Isle Of Man	$20.8M	+$11.7M	1	8.22%	Increased
642	AHC Adams Hill Capital Westport, Connecticut	$20.8M	+$18.1M	3	9.57%	New
643	Oaktree Capital Management Los Angeles, California	$20.7M	+$17.7M	1	0.38%	Increased
644	CCM Century Capital Management Boston, Massachusetts	$20.5M	-$32.7M	2	0.82%	Reduced
645	HCM Herndon Capital Management Atlanta, Georgia	$20.5M	-$76.1M	2	0.26%	Reduced
646	F.L. Putnam Investment Management Lynnfield, Massachusetts	$20.5M	-$1.47M	3	2.47%	Reduced
647	LCP Longbow Capital Partners New York	$20.4M	+$2.5M	2	15.89%	Increased
648	LPC Long Pond Capital New York	$20.2M	+$18.8M	1	1.94%	New
649	Clifford Swan Investment Counsel Pasadena, California	$20.1M	-$44K	4	1.45%	Reduced
650	WIC Willis Investment Counsel Gainesville, Georgia	$20.1M	+$17.1M	2	0.93%	Increased