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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
726	LG Leuthold Group Minneapolis, Minnesota	$44.1M	-$9.55M	7	4.9%	Reduced
727	Axiom Investors Greenwich, Connecticut	$44M	-$47.3M	2	0.39%	Reduced
728	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$43.9M	+$416K	22	1.02%	Increased
729	BNP Paribas Paris, France	$43.9M	+$9.55M	7	1.82%	Increased
730	BOK Financial Tulsa, Oklahoma	$43.9M	-$10.5M	25	0.78%	Reduced
731	Junto Capital Management New York	$43.7M	-$55.5M	1	0.97%	Reduced
732	AAM Aureus Asset Management Boston, Massachusetts	$43.5M	-$349K	6	2.85%	Reduced
733	Vident Advisory Alpharetta, Georgia	$43.4M	+$10.4M	22	1.09%	Increased
734	Twin Tree Management Dallas, Texas	$43.4M	+$9.24M	9	0.09%	Increased
735	Evergreen Capital Management Bellevue, Washington	$42.9M	-$15.7M	17	1.44%	Reduced
736	Synovus Financial Columbus, Georgia	$42.9M	+$2.05M	15	0.5%	Increased
737	PR Payden & Rygel Los Angeles, California	$42.9M	-$7.4M	3	3.3%	Reduced
738	Employees Provident Fund Board Shah Alam, Malaysia	$42.8M	+$29.3M	1	0.59%	Increased
739	Capital Investment Advisors Atlanta, Georgia	$42.8M	+$4.16M	3	0.88%	Increased
740	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$42.7M	$0	1	3.37%	Maintained
741	JGUA John G. Ullman & Associates Corning, New York	$42.5M	+$3.53M	10	6.11%	Increased
742	WIC Willis Investment Counsel Gainesville, Georgia	$42.1M	+$185K	3	2.74%	Increased
743	Choreo LLC Rockford, Illinois	$42.1M	+$3.66M	29	0.62%	Increased
744	LBP AM Paris, France	$41.9M	+$19.8M	6	0.63%	Increased
745	Advisory Services Network Atlanta, Georgia	$41.8M	-$531K	16	0.87%	Reduced
746	ARK Investment Management St. Petersburg, Florida	$41.3M	-$4.53M	2	0.38%	Reduced
747	CCM Corsair Capital Management New York	$41.3M	-$9.95M	4	9.78%	Reduced
748	Lighthouse Investment Partners Palm Beach Gardens, Florida	$41.2M	+$6.35M	5	1.55%	Increased
749	Nikko Asset Management Americas New York	$41.2M	-$2.33M	2	0.47%	Reduced
750	CAM Claret Asset Management Montreal, Quebec, Canada	$41.1M	+$1.24M	11	6.74%	Increased