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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	SAM Securian Asset Management St Paul, Minnesota	$38.7M	-$533K	23	1.12%	Reduced
777	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$38.6M	$0	1	5.3%	Maintained
778	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$38.6M	-$11.7M	9	1.02%	Reduced
779	CIA CCM Investment Advisers Columbia, South Carolina	$38.6M	+$13.3M	2	4.3%	Increased
780	RAM RWC Asset Management London, United Kingdom	$38.5M	-$2.97M	2	2.23%	Reduced
781	Aequim Alternative Investments Mill Valley, California	$38.5M	+$1.97M	2	1.34%	Increased
782	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$38.4M	+$9.04M	2	3.67%	Increased
783	LCG Lisanti Capital Growth New York	$38.4M	-$5.59M	9	9.73%	Reduced
784	LG LaFleur & Godfrey Grand Rapids, Michigan	$38.4M	-$1.58M	3	5.3%	Reduced
785	OneDigital Investment Advisors Overland Park, Kansas	$38.1M	+$1.1M	20	0.43%	Increased
786	KTA Keeley-Teton Advisors Chicago, Illinois	$38M	+$10.8M	12	4.19%	Increased
787	Independent Advisor Alliance Charlotte, North Carolina	$37.9M	+$637K	11	1.38%	Increased
788	HA Heartland Advisors Milwaukee, Wisconsin	$37.8M	-$5.19M	5	1.98%	Reduced
789	AHC Adell Harriman & Carpenter Houston, Texas	$37.8M	+$606K	3	2.75%	Increased
790	GIM Grassi Investment Management Santa Clara, California	$37.7M	-$286K	3	3.26%	Reduced
791	Capital International Los Angeles, California	$37.7M	-$960K	2	1.63%	Reduced
792	LCG Luxor Capital Group New York	$37.7M	+$24.1M	1	2.35%	Increased
793	RIA RPG Investment Advisory Pleasanton, California	$37.4M	-$5.21M	2	5.35%	Reduced
794	SIM SW Investment Management Telluride, Colorado	$37.3M	+$3.14M	1	9.87%	Increased
795	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$37.3M	$0	4	0.41%	Maintained
796	Citizens Financial Group Providence, Rhode Island	$37.3M	+$1.41M	6	0.75%	Increased
797	BCP Bayberry Capital Partners New York	$37.3M	-$9.13M	2	12.57%	Reduced
798	OBAM ODDO BHF Asset Management Paris, France	$37.3M	+$32.1M	9	1.85%	New
799	MRCM Mill Road Capital Management Greenwich, Connecticut	$37.1M	+$10.7M	3	17.63%	Increased
800	Shelton Capital Management Denver, Colorado	$37M	-$4.52M	23	0.95%	Reduced