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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	TCW Group Los Angeles, California	$62.2M	-$839K	7	0.49%	Reduced
652	SCP Sandhill Capital Partners Buffalo, New York	$61.9M	+$104K	3	4.45%	Increased
653	Ameritas Investment Partners Lincoln, Nebraska	$61.7M	+$2.33M	59	1.95%	Increased
654	SCM Silvant Capital Management Atlanta, Georgia	$60.7M	-$1.81M	7	2.3%	Reduced
655	GIM Goodlander Investment Management Dallas, Texas	$60.5M	-$2.9M	2	24.85%	Reduced
656	BCAM Boston Common Asset Management Boston, Massachusetts	$60.4M	-$7.64M	5	1.69%	Reduced
657	BCM Brightline Capital Management Miami, Florida	$60.4M	+$55.6K	2	26%	Increased
658	GIA GHP Investment Advisors Denver, Colorado	$60.3M	+$2.61M	17	2.67%	Increased
659	Banque Pictet & Cie Geneva 73, Switzerland	$59.9M	-$33.7K	8	0.42%	Reduced
660	NA Navellier & Associates Reno, Nevada	$59.4M	-$1.3M	9	7.36%	Reduced
661	Disciplined Growth Investors Minneapolis, Minnesota	$59.2M	-$359K	1	1.13%	Reduced
662	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$59.1M	-$2.93M	12	0.54%	Reduced
663	Dana Investment Advisors Waukesha, Wisconsin	$59M	-$695K	12	1.95%	Reduced
664	1SP 140 Summer Partners New York	$58.4M	+$14.7M	1	6.7%	Increased
665	VCP Varenne Capital Partners Paris, France	$58M	+$11.2M	1	10.06%	Increased
666	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$58M	-$1.53M	9	0.82%	Reduced
667	Curi RMB Capital Chicago, Illinois	$57.9M	+$23.6M	11	1.1%	Increased
668	RC RDST Capital Seattle, Washington	$57.9M	+$55.8M	1	5.79%	New
669	Gradient Investments Arden Hills, Minnesota	$57.8M	-$220K	5	1.06%	Reduced
670	IR IAT Reinsurance New York	$57.7M	$0	1	12.96%	Maintained
671	MAI Capital Management Independence, Ohio	$57.7M	+$3.22M	49	0.4%	Increased
672	HCM Hodges Capital Management Dallas, Texas	$57.7M	+$3.41M	10	5.53%	Increased
673	Kinetic Partners Management Miami, Florida	$57.6M	+$60.1M	1	3.15%	New
674	New Mexico Educational Retirement Board Santa Fe, New Mexico	$57.3M	+$2.27M	24	1.87%	Increased
675	CapitalatWork SA Auderghem,	$56.9M	-$2.4M	2	1.73%	Reduced