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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
826	SFM Stack Financial Management Whitefish, Montana	$66.7M	-$25.3M	1	5.2%	Reduced
827	Hillsdale Investment Management Toronto, Ontario, Canada	$66.6M	+$11M	17	1.52%	Increased
828	ALPS Advisors Denver, Colorado	$66.5M	+$17.5M	25	0.31%	Increased
829	Sanibel Captiva Trust Company Sanibel, Florida	$66.5M	+$5.63M	6	1.65%	Increased
830	VV Verbena Value Westport, Connecticut	$66.4M	+$13.7M	1	10.97%	Increased
831	IAN Integrated Advisors Network Dallas, Texas	$66.4M	-$1.27M	6	3.05%	Reduced
832	OMG One Madison Group New York	$66.4M	-$18.4M	2	6.38%	Reduced
833	Great Valley Advisor Group Wilmington, Delaware	$66.3M	+$2.87M	10	1.05%	Increased
834	WAM Wilson Asset Management Sydney, Australia	$66.1M	+$21.3M	5	18.16%	Increased
835	EIA Emerald Investment Advisers Leola, Pennsylvania	$65.8M	+$3.3M	11	4.38%	Increased
836	MSR Main Street Research Lakeville, Connecticut	$65.8M	+$570K	1	3.1%	Increased
837	Kentucky Retirement Systems Frankfort, Kentucky	$65.8M	-$23.7M	10	1.63%	Reduced
838	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$65.7M	-$17.2M	17	0.41%	Reduced
839	PIM Penobscot Investment Management Boston, Massachusetts	$65.7M	-$1.53M	9	4.51%	Reduced
840	CU CDAM (UK) London, United Kingdom	$65.6M	-$44.2M	2	16.94%	Reduced
841	Discovery Capital Management South Norwalk, Connecticut	$65.6M	-$2.34M	2	2.72%	Reduced
842	iA Global Asset Management Quebec, Quebec, Canada	$65.4M	-$6.19M	6	0.78%	Reduced
843	NB NBT Bank Norwich, New York	$65.2M	-$1.93M	14	4.32%	Reduced
844	NCGI Next Century Growth Investors Plymouth, Minnesota	$65.1M	-$36.9M	7	3.45%	Reduced
845	SWM Segment Wealth Management Houston, Texas	$65M	+$286K	7	3.37%	Increased
846	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$64.9M	-$11.9M	5	4.83%	Reduced
847	BOK Financial Tulsa, Oklahoma	$64.5M	-$11.9M	23	0.89%	Reduced
848	Harding Loevner Bridgewater, New Jersey	$64.4M	-$17.8M	1	0.61%	Reduced
849	TCM Traynor Capital Management Malvern, Pennsylvania	$64.4M	+$15.4M	7	2.96%	Increased
850	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$64.3M	-$2.65M	11	0.7%	Reduced