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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	BLM Bennett Lawrence Management New York	$12.1M	+$8.44M	3	3.92%	Increased
702	Hood River Capital Management Palm Beach Gardens, Florida	$12.1M	+$6.36M	1	1.55%	Increased
703	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$12M	-$595K	6	0.12%	Reduced
704	Squarepoint New York	$11.9M	+$8.51M	12	1.31%	Increased
705	Ruffer LLP London, United Kingdom	$11.9M	+$1.66M	2	0.52%	Increased
706	CPIM Columbia Partners Investment Management Alexandria, Virginia	$11.9M	-$4.64M	6	0.82%	Reduced
707	New Mexico Educational Retirement Board Santa Fe, New Mexico	$11.8M	-$562K	8	0.56%	Reduced
708	HW Hedeker Wealth Lincolnshire, Illinois	$11.8M	+$1.17M	4	10.42%	Increased
709	CAM Centre Asset Management New York	$11.8M	-$1.94M	2	2.02%	Reduced
710	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$11.6M	+$2.41M	8	5.21%	Increased
711	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$11.6M	-$12.5M	5	0.84%	Reduced
712	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$11.6M	+$420K	3	7.66%	Increased
713	EI EAM Investors Solana Beach, California	$11.5M	-$446K	5	1.51%	Reduced
714	FMW Farr Miller & Washington Washington, District of Columbia	$11.5M	-$6.19M	2	1.36%	Reduced
715	BCM Bluefin Capital Management New York	$11.5M	+$3.12M	3	0.92%	Increased
716	Personal Capital Advisors Redwood City, California	$11.5M	+$3.13M	2	0.63%	Increased
717	AB AT Bancorp Dubuque, Iowa	$11.4M	-$620K	3	3.16%	Reduced
718	CIC Cutler Investment Counsel Jacksonville, Oregon	$11.3M	-$70.1K	2	3.86%	Reduced
719	GAI General American Investors New York	$11.3M	+$837K	1	1.04%	Increased
720	SM Stratton Management King Of Prussia, Pennsylvania	$11.3M	-$2.07M	3	1.37%	Reduced
721	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$11.2M	+$2.12M	1	2.93%	Increased
722	DIA Davidson Investment Advisors Great Falls, Montana	$11.2M	+$785K	5	1.87%	Increased
723	CHAM Clear Harbor Asset Management Stamford, Connecticut	$11.2M	-$100K	5	2.54%	Reduced
724	1SAMC 12th Street Asset Management Company Nashville, Tennessee	$11.1M	-$13.8M	1	7.03%	Reduced
725	T TOBAM Paris, France	$11.1M	+$8.03M	2	0.48%	Increased