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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	Cookson Peirce & Co Pittsburgh, Pennsylvania	$12.4M	+$11.6M	1	1.85%	New
702	BCM Basswood Capital Management New York	$12.4M	-$2.08M	3	0.72%	Reduced
703	ZC Zelman Capital Beachwood, Ohio	$12.4M	-$1.07M	1	2.21%	Reduced
704	WA Westport Advisers Westport, Connecticut	$12.3M	-$5.03M	1	2.27%	Reduced
705	MI Markston International White Plains, New York	$12.3M	-$784K	2	1.15%	Reduced
706	CCM Cupps Capital Management Chicago, Illinois	$12.3M	-$22.4K	5	3.18%	Reduced
707	NIMI Natixis Investment Managers International Paris, France	$12.2M	+$1.64M	8	1.33%	Increased
708	JCM Jag Capital Management St Louis, Missouri	$12.2M	-$380K	2	2.63%	Reduced
709	EULAV Asset Management Sarasota, Florida	$12.1M	-$695K	2	0.67%	Reduced
710	Profund Advisors Bethesda, Maryland	$12.1M	+$1.98M	22	0.59%	Increased
711	PA Pastel & Associes Paris, France	$12M	+$12.2M	1	16.8%	New
712	CHA Cedar Hill Associates Chicago, Illinois	$12M	-$4.76M	1	2.06%	Reduced
713	VDBMI Van Den Berg Management I Austin, Texas	$11.9M	-$19.9M	3	1.53%	Reduced
714	BlueCrest Capital Management St Helier, Jersey	$11.8M	-$7.24M	12	0.49%	Reduced
715	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$11.8M	-$43.7K	1	1.06%	Reduced
716	Associated Banc-Corp Green Bay, Wisconsin	$11.8M	-$2.93M	4	0.76%	Reduced
717	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$11.8M	+$168K	2	1.69%	Increased
718	AB AT Bancorp Dubuque, Iowa	$11.8M	-$3.31M	3	1.75%	Reduced
719	CEI Clark Estates Inc New York	$11.7M	+$2.63M	4	2.33%	Increased
720	NCM Noesis Capital Mangement Boca Raton, Florida	$11.7M	+$2.27M	3	5.22%	Increased
721	MHAM Monroe Hall Asset Management New York	$11.7M	+$10.6M	1	3.27%	New
722	LCM Logan Capital Management Newtown Square, Pennsylvania	$11.7M	-$1.47M	4	0.99%	Reduced
723	RCM Raging Capital Management Rocky Hill, New Jersey	$11.7M	+$1.58M	1	1.8%	Increased
724	WC Wexford Capital West Palm Beach, Florida	$11.7M	+$10.1M	1	2.03%	New
725	Stephens Inc Little Rock, Arkansas	$11.7M	+$1.23M	9	0.52%	Increased