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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	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$46.6M	+$6.97M	9	1.72%	Increased
702	PA Paralel Advisors Denver, Colorado	$46.3M	-$356K	4	2.02%	Reduced
703	Axxcess Wealth Management Carlsbad, California	$46.3M	+$25.5M	16	1.14%	Increased
704	QIM Quantitative Investment Management Charlottesville, Virginia	$46.2M	+$23.7M	6	4.55%	Increased
705	Sessa Capital New York	$46.2M	+$42.9M	1	1.7%	New
706	Rokos Capital Management (UK) London, United Kingdom	$46.1M	$0	2	0.75%	Maintained
707	Beacon Pointe Advisors Newport Beach, California	$45.9M	-$1.78M	8	0.53%	Reduced
708	Comgest Global Investors Paris, France	$45.8M	+$1.42M	1	0.66%	Increased
709	SCI S&CO Inc Boston, Massachusetts	$45.6M	+$1.02M	2	2.98%	Increased
710	VIP Vantage Investment Partners Kansas City, Missouri	$45.6M	+$28.4M	2	3.83%	Increased
711	Boothbay Fund Management New York	$45.6M	+$6.52M	17	1.04%	Increased
712	LCS Levin Capital Strategies New York	$45.3M	-$976K	3	4.32%	Reduced
713	FSCM Front Street Capital Management Missoula, Montana	$45.2M	+$3.3M	2	7.31%	Increased
714	CIM Corda Investment Management Houston, Texas	$45.1M	-$1.09M	2	3.52%	Reduced
715	2L 22NW LP Seattle, Washington	$44.7M	$0	3	37.49%	Maintained
716	Curi RMB Capital Chicago, Illinois	$44.7M	+$778K	6	1.02%	Increased
717	Chilton Capital Management Houston, Texas	$44.7M	+$506K	10	1.85%	Increased
718	FAS Formuepleje A/S Aarhus C, Denmark	$44.6M	-$31.3M	2	2.28%	Reduced
719	Montag & Associates Atlanta, Georgia	$44.5M	+$3.47M	21	2.1%	Increased
720	Dai-ichi Life Insurance Company Tokyo, Japan	$44.5M	+$2.24M	10	1.12%	Increased
721	PP Pertento Partners London, United Kingdom	$44.3M	+$839K	1	4.89%	Increased
722	EGI EAM Global Investors Solana Beach, California	$44.3M	+$3.06M	9	8.94%	Increased
723	Orbis Allan Gray Hamilton, Bermuda	$44.2M	-$1.38M	1	0.23%	Reduced
724	LDB Lee, Danner & Bass Nashville, Tennessee	$44.2M	+$607K	3	3.11%	Increased
725	Park National Corp Newark, Ohio	$44.1M	-$1.84M	2	1.54%	Reduced