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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
901	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$21.9M	+$3.55M	4	1.65%	Increased
902	AIM Atlantic Investment Management New York	$21.9M	+$279K	1	10.91%	Increased
903	BPIM Brant Point Investment Management New York	$21.6M	+$11.6M	4	2.03%	Increased
904	JC Jacobs & Co San Francisco, California	$21.6M	-$74.1K	2	2.69%	Reduced
905	WAM Winslow Asset Management Beachwood, Ohio	$21.5M	-$474K	3	4.99%	Reduced
906	MAM Mastrapasqua Asset Management Nashville, Tennessee	$21.5M	+$2.54K	3	2.52%	Increased
907	MC Moors & Cabot Boston, Massachusetts	$21.5M	+$2.99M	11	1.46%	Increased
908	DCP Diameter Capital Partners New York	$21.3M	+$2.88M	1	4.67%	Increased
909	SM Soapstone Management Bethesda, Maryland	$21.2M	+$10.9M	1	9.82%	Increased
910	MP Mangrove Partners Greenwich, Connecticut	$21.2M	$0	1	1.6%	Maintained
911	Bridgewater Associates Westport, Connecticut	$21.2M	-$9.25M	8	0.13%	Reduced
912	CA Cornerstone Advisors Asheville, North Carolina	$21.2M	-$421K	2	0.99%	Reduced
913	IA Icon Advisers Greenwood Village, Colorado	$21M	+$3.16M	7	5.2%	Increased
914	MCP Maso Capital Partners Hong Kong	$20.9M	+$2.5M	1	11.41%	Increased
915	AIA Allied Investment Advisors Billings, Montana	$20.9M	+$104K	2	6.25%	Increased
916	F.L. Putnam Investment Management Lynnfield, Massachusetts	$20.9M	-$1.15M	8	0.58%	Reduced
917	Prospera Financial Services Dallas, Texas	$20.9M	+$119K	11	0.81%	Increased
918	JIR James Investment Research Alpha, Ohio	$20.8M	-$8.29K	4	2.74%	Reduced
919	Meridian Wealth Management Lexington, Kentucky	$20.8M	+$9.77M	3	1.27%	Increased
920	CANC Culbertson A N & Co Charlottesville, Virginia	$20.7M	+$83.2K	2	4.15%	Increased
921	HCM Hutchinson Capital Management San Rafael, California	$20.7M	-$194K	2	4.86%	Reduced
922	Vestcor Inc Fredericton, New Brunswick, Canada	$20.6M	+$1.63M	20	0.76%	Increased
923	FVCM F&V Capital Management Boca Raton, Florida	$20.6M	-$334K	2	7.06%	Reduced
924	1SAMC 12th Street Asset Management Company Nashville, Tennessee	$20.5M	+$6.01M	3	4.2%	Increased
925	Savant Capital Rockford, Illinois	$20.5M	+$4.11M	10	0.31%	Increased