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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	GP GLG Partners London, United Kingdom	$14.6M	-$22.2M	6	0.46%	Reduced
652	Disciplined Growth Investors Minneapolis, Minnesota	$14.4M	-$96.2K	1	0.36%	Reduced
653	Creative Planning Overland Park, Kansas	$14.4M	+$329K	42	0.12%	Increased
654	CC Carlson Capital Dallas, Texas	$14.4M	+$15.9M	3	0.16%	New
655	ZC Zelman Capital Beachwood, Ohio	$14.4M	+$4.72M	2	3.58%	Increased
656	OCM Olstein Capital Management Purchase, New York	$14.4M	-$1.82M	2	1.86%	Reduced
657	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$14.4M	-$28.4K	17	0.3%	Reduced
658	GL GLG LLC New York	$14.3M	-$41.3M	9	0.85%	Reduced
659	CCM Coe Capital Management Highland Park, Illinois	$14.2M	-$3.84M	12	5.65%	Reduced
660	EBIM Eagle Boston Investment Management Boston, Massachusetts	$14.1M	-$10.4M	2	1.99%	Reduced
661	ACM Atika Capital Management New York	$14.1M	-$4.49M	3	7.25%	Reduced
662	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$14M	-$534K	3	1.82%	Reduced
663	Douglas C. Lane & Associates New York	$14M	-$423K	6	0.38%	Reduced
664	LAM Lapides Asset Management Greenwich, Connecticut	$14M	-$2.29M	3	2.45%	Reduced
665	OCG Opus Capital Group Cincinnati, Ohio	$13.9M	-$413K	4	2.35%	Reduced
666	Intact Investment Management Montreal, Quebec, Canada	$13.9M	-$722K	4	0.62%	Reduced
667	Stephens Investment Management Group Houston, Texas	$13.8M	-$646K	1	0.49%	Reduced
668	CC Cannell & Co New York	$13.8M	-$1.3M	2	0.45%	Reduced
669	Bowen Hanes & Co Ponte Vedra Beach, Florida	$13.8M	-$18.4M	3	0.77%	Reduced
670	TC Towle & Co Denver, Colorado	$13.6M	-$28.9K	1	3.01%	Reduced
671	WCM Investment Management Laguna Beach, California	$13.6M	-$610K	2	0.28%	Reduced
672	SAM Securian Asset Management St Paul, Minnesota	$13.5M	-$280K	16	0.4%	Reduced
673	BCM Birmingham Capital Management Birmingham, Alabama	$13.3M	+$124K	3	5.41%	Increased
674	MI Markston International White Plains, New York	$13.2M	-$542K	2	1.13%	Reduced
675	William Blair & Company Chicago, Illinois	$13.2M	-$7.76M	6	0.12%	Reduced