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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
651	Wilmington Trust Wilmington, Delaware	$20M	+$1.12M	10	0.34%	Increased
652	ERM Elm Ridge Management Briarcliff Manor, New York	$19.9M	-$1.01M	3	2.44%	Reduced
653	Vontobel Asset Management New York	$19.9M	-$14.3K	1	0.23%	Reduced
654	Profund Advisors Bethesda, Maryland	$19.9M	+$610K	29	0.89%	Increased
655	Miller Howard Investments Kingston, New York	$19.6M	+$5.27M	2	0.39%	Increased
656	BCM Bodri Capital Management San Francisco, California	$19.5M	+$635K	5	9.47%	Increased
657	TP Theleme Partners London, United Kingdom	$19.5M	-$58.8M	1	1.15%	Reduced
658	WP WMS Partners Towson, Maryland	$19.4M	+$349K	5	3.21%	Increased
659	B BP London, United Kingdom	$19.3M	+$14M	4	0.7%	Increased
660	Montrusco Bolton Investments Montreal, Quebec, Canada	$19.1M	+$18.7M	1	1.34%	New
661	NG NatWest Group Edinburgh, Scotland, United Kingdom	$19M	-$7.38M	10	0.48%	Reduced
662	MC Maplelane Capital New York	$18.8M	+$6.97M	4	0.76%	Increased
663	LCM Lionstone Capital Management New York	$18.8M	$0	1	9.09%	Maintained
664	JPMIA J.P. Marvel Investment Advisors Boston, Massachusetts	$18.8M	+$123K	4	6.73%	Increased
665	TVM Tiger Veda Management New York	$18.7M	$0	1	5.94%	Maintained
666	WBC Westpac Banking Corp Sydney, Australia	$18.6M	+$1.75M	11	0.21%	Increased
667	Spot Trading Chicago, Illinois	$18.6M	-$7.15M	15	0.1%	Reduced
668	SCM Suffolk Capital Management New York	$18.6M	-$4.09M	2	2.32%	Reduced
669	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$18.5M	+$182K	3	2.52%	Increased
670	ACM Ashford Capital Management Wilmington, Delaware	$18.5M	+$15.7M	1	3.52%	New
671	FQ First Quadrant Glendale, California	$18.5M	-$8.68M	9	0.43%	Reduced
672	DVM Dreman Value Management West Palm Beach, Florida	$18.4M	+$304K	6	1.39%	Increased
673	MAA Matrix Asset Advisors White Plains, New York	$18.3M	+$1.98M	1	2.22%	Increased
674	TSBJ Trevor, Stewart, Burton & Jacobsen New York	$18.3M	-$1.09M	2	8.37%	Reduced
675	Disciplined Growth Investors Minneapolis, Minnesota	$18.3M	-$622K	1	0.48%	Reduced