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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	BOK Financial Tulsa, Oklahoma	$18.9M	+$6.77M	11	0.64%	Increased
627	Whittier Trust South Pasadena, California	$18.9M	+$339K	14	0.87%	Increased
628	CPIM Columbia Partners Investment Management Alexandria, Virginia	$18.9M	-$8.39M	3	1.01%	Reduced
629	CA Cortland Associates St Louis, Missouri	$18.9M	+$118K	1	3.9%	Increased
630	Janney Montgomery Scott Philadelphia, Pennsylvania	$18.9M	+$1.07M	10	0.35%	Increased
631	SFU Stonehage Fleming (UK) London, United Kingdom	$18.8M	+$49.9K	4	8.71%	Increased
632	Churchill Management Los Angeles, California	$18.8M	+$12.9M	1	0.64%	Increased
633	FBA Front Barnett Associates Chicago, Illinois	$18.7M	+$7.29M	2	3.45%	Increased
634	HBK Investments Dallas, Texas	$18.7M	-$11.3M	10	0.18%	Reduced
635	Clifford Swan Investment Counsel Pasadena, California	$18.6M	+$1.57M	4	1.23%	Increased
636	WIC Willis Investment Counsel Gainesville, Georgia	$18.6M	+$1.91M	3	1.73%	Increased
637	DnB Asset Management Oslo, Norway	$18.6M	-$4.7M	5	0.41%	Reduced
638	MI Markston International White Plains, New York	$18.6M	+$395K	2	1.25%	Increased
639	Brown Brothers Harriman & Co New York	$18.5M	-$898K	5	0.08%	Reduced
640	CC Curian Capital Denver, Colorado	$18.2M	+$784K	8	0.3%	Increased
641	CC Cannell & Co New York	$18.2M	+$393K	2	0.53%	Increased
642	Hood River Capital Management Palm Beach Gardens, Florida	$18.2M	-$738K	2	2.24%	Reduced
643	OCM Olstein Capital Management Purchase, New York	$18.2M	+$13.7M	3	1.96%	Increased
644	Zacks Investment Management Chicago, Illinois	$18.2M	-$2.31M	6	0.57%	Reduced
645	BCM Bodri Capital Management San Francisco, California	$18.1M	+$13.7M	5	9.73%	Increased
646	LHC Lodge Hill Capital New York	$18.1M	+$7.3M	2	3.25%	Increased
647	TCM Tributary Capital Management Omaha, Nebraska	$18M	+$1.82M	4	2.82%	Increased
648	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$17.9M	-$1.96M	33	1.38%	Reduced
649	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$17.9M	+$13.5M	4	3.95%	Increased
650	South Texas Money Management San Antonio, Texas	$17.8M	+$16.7M	3	1.03%	Increased