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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	IIA IPG Investment Advisors San Diego, California	$13.6M	+$70.4K	3	4.95%	Increased
752	WBC Westpac Banking Corp Sydney, Australia	$13.6M	-$6.94M	11	0.13%	Reduced
753	WSA Wall Street Associates Lajolla, California	$13.6M	-$605K	6	1.28%	Reduced
754	Nikko Asset Management Americas New York	$13.6M	+$1.6M	1	0.94%	Increased
755	Ameritas Investment Partners Lincoln, Nebraska	$13.6M	+$675K	13	0.89%	Increased
756	ACB Aristotle Capital Boston Boston, Massachusetts	$13.5M	+$1.94M	2	3.07%	Increased
757	FA FDx Advisors Chicago, Illinois	$13.3M	+$3.19M	14	0.66%	Increased
758	RA Rational Advisors Huntington, New York	$13.2M	-$1.95M	8	4.25%	Reduced
759	CCP Cryder Capital Partners London, United Kingdom	$13.2M	-$2.57M	1	9.55%	Reduced
760	FP Foundry Partners Minneapolis, Minnesota	$13.2M	+$2.49M	6	1.05%	Increased
761	UMB Bank Kansas City, Missouri	$13.2M	+$1.36M	4	0.6%	Increased
762	CONA Capital One National Association New York	$13.1M	+$594K	8	1.17%	Increased
763	ECP Elk Creek Partners Denver, Colorado	$13.1M	+$1.77M	2	1.17%	Increased
764	PRCM Pine River Capital Management Minnetonka, Minnesota	$13.1M	-$2.2M	7	0.14%	Reduced
765	CIBC Private Wealth Group Atlanta, Georgia	$13.1M	-$9.63M	6	0.1%	Reduced
766	RIM Ranger Investment Management Dallas, Texas	$13.1M	-$659K	2	0.64%	Reduced
767	CL Croft-Leominster Baltimore, Maryland	$13M	-$24.9K	5	2.51%	Reduced
768	VWM Valley Wealth Managers Paramus, New Jersey	$12.9M	+$202K	2	2.25%	Increased
769	DC Deere & Company Moline, Illinois	$12.9M	+$276K	9	0.69%	Increased
770	AP Appleton Partners Boston, Massachusetts	$12.8M	-$538K	3	2.87%	Reduced
771	DP Dearborn Partners Chicago, Illinois	$12.8M	-$3.7M	4	1.23%	Reduced
772	SFP Santa Fe Partners Santa Fe, New Mexico	$12.6M	-$10.2M	9	1.72%	Reduced
773	BUB BBVA USA Bancshares Houston, Texas	$12.6M	-$1.34M	5	0.7%	Reduced
774	WI Wafra Inc New York	$12.5M	+$3.15M	1	1.35%	Increased
775	AB AT Bancorp Dubuque, Iowa	$12.4M	+$122K	3	3.19%	Increased