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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
751	CHA Cedar Hill Associates Chicago, Illinois	$16.5M	+$887K	2	2.61%	Increased
752	ST Stifel Trust St. Louis, Missouri	$16.3M	+$231K	10	3.05%	Increased
753	ZWJ Investment Counsel Atlanta, Georgia	$16.3M	+$194K	1	1.81%	Increased
754	CONA Capital One National Association New York	$16.1M	+$3.63M	8	1.51%	Increased
755	EA Ecofin Advisors London, United Kingdom	$16M	$0	3	2.71%	Maintained
756	Central Trust Company Jefferson City, Missouri	$16M	-$83.7K	14	1.26%	Reduced
757	PFM Parsec Financial Management Asheville, North Carolina	$15.9M	+$121K	3	1.74%	Increased
758	AIS AlphaOne Investment Services West Chester, Pennsylvania	$15.8M	-$2.87M	3	4.28%	Reduced
759	Profund Advisors Bethesda, Maryland	$15.7M	-$1.17M	25	0.69%	Reduced
760	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$15.7M	+$155K	2	4.56%	Increased
761	EIM Essex Investment Management Boston, Massachusetts	$15.6M	-$4.38M	8	2.29%	Reduced
762	MIU Man Investments (UK) London, United Kingdom	$15.5M	-$8.32M	13	1.21%	Reduced
763	Veritable Wilmington, Delaware	$15.5M	-$1.15M	9	0.32%	Reduced
764	SC Saiers Capital New York	$15.2M	+$6.25M	3	4.62%	Increased
765	VCM Vision Capital Management Portland, Oregon	$15.2M	+$7.82M	1	1.82%	Increased
766	IMIM Irving Magee Investment Management Conshohocken, Pennsylvania	$15.2M	$0	2	6.89%	Maintained
767	TBAM True Bearing Asset Management San Francisco, California	$15.1M	-$980K	4	7.88%	Reduced
768	MP Makaira Partners La Jolla, California	$15.1M	-$89.1K	1	2.5%	Reduced
769	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$15.1M	-$1.85M	2	3.5%	Reduced
770	CC Cannell Capital Alta, Wyoming	$15.1M	+$1.7M	1	5.23%	Increased
771	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$15.1M	-$6.39M	8	1.01%	Reduced
772	Davidson Kempner Capital Management New York	$15M	+$1.97M	1	0.45%	Increased
773	EWM Endurance Wealth Management Providence, Rhode Island	$15M	+$50.1K	5	2.5%	Increased
774	BCM Bodri Capital Management San Francisco, California	$14.9M	-$9.2M	3	7.69%	Reduced
775	WIC Willis Investment Counsel Gainesville, Georgia	$14.9M	-$7.93M	2	1.45%	Reduced