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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
851	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$64.3M	-$2.65M	11	0.7%	Reduced
852	RIA RPG Investment Advisory Pleasanton, California	$64.2M	+$1.92M	4	6.6%	Increased
853	Pzena Investment Management New York	$63.8M	-$95.2M	1	0.19%	Reduced
854	Blackhill Capital Morristown, New Jersey	$63.4M	$0	1	2.63%	Maintained
855	Atlantic Union Bankshares Glen Allen, Virginia	$62.6M	+$2.11M	22	1.05%	Increased
856	First National Bank of Omaha Omaha, Nebraska	$62.3M	+$3.64M	14	1.75%	Increased
857	Voss Capital Houston, Texas	$62.2M	-$8.78M	2	2.89%	Reduced
858	Rothschild Investment LLC Chicago, Illinois	$62M	+$5.46M	64	2.32%	Increased
859	Quantum Capital Management (New Jersey) Northfield, New Jersey	$62M	+$2.06M	2	7.77%	Increased
860	Nicholas Investment Partners Rancho Santa Fe, California	$61.8M	-$1.61M	5	3.48%	Reduced
861	High Ground Investment Management London, United Kingdom	$61.8M	+$57.4M	1	5.43%	New
862	BCM Birmingham Capital Management Birmingham, Alabama	$61.6M	-$404K	4	23.4%	Reduced
863	Fisher Funds Management Auckland, New Zealand	$61.5M	-$18.2M	6	1.75%	Reduced
864	John G. Ullman & Associates Corning, New York	$61.5M	-$901K	13	7.46%	Reduced
865	Global Retirement Partners San Rafael, California	$61.5M	+$54.4M	56	0.94%	New
866	Prime Capital Investment Advisors Overland Park, Kansas	$61.4M	+$5.03M	13	0.6%	Increased
867	Edgestream Partners Princeton, New Jersey	$61.4M	-$15.1M	21	1.82%	Reduced
868	South Dakota Investment Council Sioux Falls, South Dakota	$61.3M	-$19.8M	16	1.05%	Reduced
869	ACA Anchorage Capital Advisors New York	$61.2M	-$6.42M	1	37.03%	Reduced
870	Avala Global New York	$61.1M	+$50.9M	1	2.25%	New
871	TDC Thompson Davis & Co Richmond, Virginia	$60.8M	-$1.15M	13	36.35%	Reduced
872	Pallas Capital Advisors Braintree, Massachusetts	$60.8M	-$3.84M	24	1.87%	Reduced
873	Corda Investment Management Houston, Texas	$60.4M	-$623K	2	3.71%	Reduced
874	Nichols & Pratt Advisers Boston, Massachusetts	$60.4M	-$824K	2	3.67%	Reduced
875	Legato Capital Management San Francisco, California	$60.4M	-$14.2M	25	5%	Reduced