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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	Bridgewater Associates Westport, Connecticut	$56.4M	-$4.93M	13	0.32%	Reduced
627	Groupama Asset Management Paris, France	$56.4M	+$4.7M	11	1.44%	Increased
628	NewEdge Wealth Pittsburgh, Pennsylvania	$56.3M	+$13.3M	8	1.02%	Increased
629	SFM Stack Financial Management Whitefish, Montana	$56.2M	-$109K	1	5.04%	Reduced
630	iA Global Asset Management Quebec, Quebec, Canada	$55.7M	-$703K	8	0.98%	Reduced
631	Wealthfront Advisers Palo Alto, California	$55M	-$425K	10	0.17%	Reduced
632	AssetMark Inc Concord, California	$55M	+$8.04M	33	0.16%	Increased
633	RIG Renaissance Investment Group Lenox, Massachusetts	$55M	-$539K	5	11.44%	Reduced
634	PWAM Park West Asset Management San Francisco, California	$54.9M	-$5.29M	1	3.93%	Reduced
635	South Dakota Investment Council Sioux Falls, South Dakota	$54.7M	+$1.18M	12	1.07%	Increased
636	Badgley Phelps Wealth Managers Seattle, Washington	$54.6M	-$543K	5	1.27%	Reduced
637	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$54.5M	-$323K	4	1.6%	Reduced
638	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$54.5M	+$5.74M	14	1.22%	Increased
639	Meyer Handelman Company Rye Brook, New York	$54.5M	+$146K	5	1.84%	Increased
640	MCI McDonald Capital Investors Orinda, California	$54.4M	-$1.04M	1	3.34%	Reduced
641	Paradigm Capital Management Inc Albany, New York	$54.4M	-$943K	4	2.42%	Reduced
642	1SP 140 Summer Partners New York	$54.3M	-$1.61M	1	5.85%	Reduced
643	Fayez Sarofim & Co Houston, Texas	$54.3M	+$361K	6	0.14%	Increased
644	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$54M	-$1.04M	14	3.57%	Reduced
645	Encompass Capital Advisors New York	$54M	+$5.62M	2	2.63%	Increased
646	Mizuho Markets Americas New York	$53.8M	-$5.4M	2	1.11%	Reduced
647	Sequoia Financial Advisors Akron, Ohio	$53.8M	+$10.5M	23	0.58%	Increased
648	WGAM Wilkinson Global Asset Management New York	$53.6M	-$967K	1	3.23%	Reduced
649	Cornerstone Investment Partners Atlanta, Georgia	$53.4M	+$3.23M	9	2.64%	Increased
650	New Mexico Educational Retirement Board Santa Fe, New Mexico	$52.9M	+$1.23M	23	1.79%	Increased