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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
776	SCI S&CO Inc Boston, Massachusetts	$12.3M	-$748K	1	1.81%	Reduced
777	PP Palladium Partners Norfolk, Virginia	$12.3M	-$230K	2	1.1%	Reduced
778	CC Carlson Capital Dallas, Texas	$12.1M	-$84.7M	1	0.13%	Reduced
779	BCM BTC Capital Management Des Moines, Iowa	$12M	+$6.33M	6	2.8%	Increased
780	ACM Atika Capital Management New York	$12M	+$8.26M	3	5.42%	Increased
781	CCP Clarkston Capital Partners Rochester, Michigan	$12M	+$1.2M	1	1.23%	Increased
782	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$11.9M	+$333K	1	1.3%	Increased
783	TSBJ Trevor, Stewart, Burton & Jacobsen New York	$11.9M	+$1.49M	4	10.59%	Increased
784	Anchor Capital Advisors Boston, Massachusetts	$11.9M	-$134K	4	0.27%	Reduced
785	PAM Palisade Asset Management Minneapolis, Minnesota	$11.9M	+$119K	2	2.36%	Increased
786	EverPoint Asset Management Stamford, Connecticut	$11.9M	+$1.21M	4	0.22%	Increased
787	First National Bank of Omaha Omaha, Nebraska	$11.8M	$0	7	0.82%	Maintained
788	ZDA Zweig-DiMenna Associates New York	$11.8M	+$6.66M	2	0.65%	Increased
789	Sit Investment Associates Minneapolis, Minnesota	$11.8M	-$257K	7	0.22%	Reduced
790	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$11.8M	+$172K	1	2.64%	Increased
791	AHL Partners London, United Kingdom	$11.8M	+$2.88M	13	0.47%	Increased
792	PCMI Princeton Capital Management Inc Princeton, New Jersey	$11.8M	+$102K	4	6.24%	Increased
793	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$11.8M	-$5.3M	3	2.63%	Reduced
794	WPP Whalerock Point Partners Providence, Rhode Island	$11.8M	+$204K	3	4.86%	Increased
795	CIBC World Markets New York	$11.7M	+$11.9M	1	0.37%	New
796	CHAM Clear Harbor Asset Management Stamford, Connecticut	$11.7M	+$383K	5	2.3%	Increased
797	DJSG D.J. St. Germain Springfield, Massachusetts	$11.7M	+$293K	1	1.77%	Increased
798	PAS Professional Advisory Services Vero Beach, Florida	$11.7M	+$210K	1	2.8%	Increased
799	KCP Kenmare Capital Partners New York	$11.6M	+$12M	1	8.29%	New
800	Douglas C. Lane & Associates New York	$11.6M	+$3.12M	5	0.31%	Increased