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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
701	ICP Indus Capital Partners New York	$15.7M	+$16.6M	1	1.66%	New
702	Hillsdale Investment Management Toronto, Ontario, Canada	$15.7M	-$477K	4	4.76%	Reduced
703	CA Cortland Associates St Louis, Missouri	$15.7M	-$152K	1	3.3%	Reduced
704	Engineers Gate Manager New York	$15.6M	+$2.44M	20	1.53%	Increased
705	BI Bulldog Investors Saddle Brook, New Jersey	$15.6M	+$7.08M	1	3.22%	Increased
706	NPIC Neumeier Poma Investment Counsel Carmel, California	$15.5M	-$9.81M	2	3.3%	Reduced
707	HP Hikari Power Tokyo, Japan	$15.5M	+$428K	1	2.31%	Increased
708	NPA Nichols & Pratt Advisers Boston, Massachusetts	$15.4M	+$31.8K	1	1.44%	Increased
709	SW SVB Wealth Boston, Massachusetts	$15.4M	+$448K	7	0.51%	Increased
710	Bridgewater Associates Westport, Connecticut	$15.3M	+$3.85M	5	0.14%	Increased
711	OA Omega Advisors New York	$15.3M	$0	1	0.24%	Maintained
712	NIP Nicholas Investment Partners Rancho Santa Fe, California	$15.2M	-$15.7M	3	0.98%	Reduced
713	AIP ARS Investment Partners New York	$15.2M	+$348K	1	2.78%	Increased
714	M MOTCO San Antonio, Texas	$15.2M	+$389K	5	1.73%	Increased
715	DIA Davidson Investment Advisors Great Falls, Montana	$15.1M	-$344K	5	2.26%	Reduced
716	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$15.1M	-$1.19M	5	3.58%	Reduced
717	NFGCM Norman Fields Gottscho Capital Management New York	$15M	+$3.93M	3	9.37%	Increased
718	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$15M	+$761K	3	2.96%	Increased
719	F.L. Putnam Investment Management Lynnfield, Massachusetts	$15M	-$1.86M	2	1.67%	Reduced
720	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$14.9M	+$481K	1	1.73%	Increased
721	PFC Phocas Financial Corp Alameda, California	$14.9M	+$6.55M	3	1.21%	Increased
722	Polar Asset Management Partners Toronto, Ontario, Canada	$14.9M	+$2.31M	3	0.65%	Increased
723	DM Delphi Management Brookline, Massachusetts	$14.9M	+$7.69M	4	2%	Increased
724	Cooke & Bieler Philadelphia, Pennsylvania	$14.7M	+$745K	1	0.33%	Increased
725	Hudson Bay Capital Management Stamford, Connecticut	$14.6M	-$15.1M	3	0.44%	Reduced