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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	SIA SeaBridge Investment Advisors Summit, New Jersey	$11.6M	-$500K	4	2.37%	Reduced
802	FMT First Mercantile Trust Cordova, Tennessee	$11.6M	-$1.22M	18	0.99%	Reduced
803	WAM Wavelength Asset Management New York	$11.5M	+$10.4M	1	4.78%	New
804	PTC Petrus Trust Company Dallas, Texas	$11.5M	-$643K	2	2.61%	Reduced
805	BB&T Securities Richmond, Virginia	$11.5M	-$1.46M	12	0.24%	Reduced
806	Analytic Investors Los Angeles, California	$11.4M	+$2.31M	6	0.16%	Increased
807	Wolverine Asset Management Chicago, Illinois	$11.4M	+$3.17M	7	0.26%	Increased
808	Davenport & Co Richmond, Virginia	$11.4M	-$190K	6	0.18%	Reduced
809	Avalon Investment & Advisory Houston, Texas	$11.3M	+$10.9M	2	0.49%	Increased
810	LCM Leonard Capital Management Vero Beach, Florida	$11.2M	-$448K	5	3.89%	Reduced
811	ICRM Insight Capital Research & Management Walnut Creek, California	$11.2M	+$4.89M	2	2.96%	Increased
812	People's United Financial Bridgeport, Connecticut	$11.2M	-$435K	10	0.59%	Reduced
813	CAM ClariVest Asset Management San Diego, California	$11.2M	+$933K	12	0.33%	Increased
814	MPAM Monarch Partners Asset Management Boston, Massachusetts	$11.1M	+$2.69M	5	1.51%	Increased
815	Capital Fund Management (CFM) Paris, France	$11.1M	-$8.31M	7	0.14%	Reduced
816	NCM Noesis Capital Mangement Boca Raton, Florida	$11.1M	+$4.08K	3	4.77%	Increased
817	BSPF British Steel Pension Fund London, United Kingdom	$11M	$0	4	1.05%	Maintained
818	OCG Opus Capital Group Cincinnati, Ohio	$11M	+$5.57M	3	1.72%	Increased
819	SCM SKBA Capital Management San Francisco, California	$11M	-$413K	1	0.86%	Reduced
820	CIC Cornercap Investment Counsel Atlanta, Georgia	$10.9M	-$1.33M	9	1.94%	Reduced
821	Nicholas Company Milwaukee, Wisconsin	$10.8M	$0	1	0.19%	Maintained
822	AIA AGF Investments America Toronto, Ontario, Canada	$10.8M	+$604K	2	5.44%	Increased
823	IP Interval Partners New York	$10.8M	-$3.64M	4	1.16%	Reduced
824	PIM PCO Investment Management Mill Valley, California	$10.7M	+$11.2M	2	6.05%	New
825	FIB First Interstate Bank Billings, Montana	$10.7M	-$877K	2	1.63%	Reduced