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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
801	JAFL Jay A. Fishman Ltd Troy, Michigan	$14M	-$218K	4	3.01%	Reduced
802	FMW Farr Miller & Washington Washington, District of Columbia	$13.9M	+$175K	2	1.79%	Increased
803	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$13.9M	+$1.03M	11	0.05%	Increased
804	SAMNY Samsung Asset Management (New York) New York	$13.9M	-$1.01M	2	4.34%	Reduced
805	Harvard Management Company Boston, Massachusetts	$13.9M	-$7.19M	1	1.43%	Reduced
806	MTIP Magee Thomson Investment Partners San Diego, California	$13.8M	-$1.01M	6	3.37%	Reduced
807	FQ First Quadrant Glendale, California	$13.8M	+$3.39M	7	0.31%	Increased
808	First Manhattan New York	$13.8M	-$233K	16	0.09%	Reduced
809	PWPCM Perella Weinberg Partners Capital Management New York	$13.7M	+$13.6M	2	1.03%	New
810	DC Deere & Company Moline, Illinois	$13.6M	-$1.15M	10	0.75%	Reduced
811	MAM Meeder Asset Management Dublin, Ohio	$13.5M	+$9.91M	6	2.01%	Increased
812	BSPF British Steel Pension Fund London, United Kingdom	$13.5M	$0	4	1.27%	Maintained
813	PFC Phocas Financial Corp Alameda, California	$13.5M	+$2.86M	3	1.18%	Increased
814	abrdn Investment Management Edinburgh, United Kingdom	$13.5M	+$8.1M	7	0.06%	Increased
815	People's United Financial Bridgeport, Connecticut	$13.5M	+$638K	10	0.72%	Increased
816	TSBJ Trevor, Stewart, Burton & Jacobsen New York	$13.4M	-$2.3M	3	6.98%	Reduced
817	LOAMU Lombard Odier Asset Management (USA) New York	$13.4M	-$18M	2	0.7%	Reduced
818	BCM Boltwood Capital Management Walnut Creek, California	$13.4M	-$126K	2	3.95%	Reduced
819	WC Walthausen & Co Malta, New York	$13.4M	-$7.5M	2	0.98%	Reduced
820	OIM Oceanic Investment Management Douglas, Isle Of Man	$13.3M	+$867K	1	3.19%	Increased
821	WIC Wood Investment Counsel Denver, Colorado	$13.1M	-$207K	1	1.96%	Reduced
822	MAM Mastrapasqua Asset Management Nashville, Tennessee	$13.1M	+$1.09M	5	3.01%	Increased
823	PAM Premier Asset Management Chicago, Illinois	$13M	+$28.8K	2	3.3%	Increased
824	Welch & Forbes Boston, Massachusetts	$13M	+$186K	4	0.41%	Increased
825	FCI Financial Counselors Inc Overland Park, Kansas	$13M	-$742K	5	0.9%	Reduced