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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
926	PGGM Investments Zeist, Netherlands	$54.2M	+$18.2M	1	1.33%	Increased
927	Ruffer LLP London, United Kingdom	$54.1M	+$43.7M	3	1.91%	Increased
928	Cidel Asset Management Toronto, Ontario, Ontario, Canada	$54M	-$11.3M	8	2.6%	Reduced
929	Montag & Associates Atlanta, Georgia	$54M	+$1.79M	20	2.28%	Increased
930	Graham Capital Management Rowayton, Connecticut	$54M	+$13.1M	23	0.98%	Increased
931	Americana Partners Houston, Texas	$54M	+$1.5M	9	1.22%	Increased
932	Cutler Investment Counsel Jacksonville, Oregon	$53.9M	-$6.08M	3	5.08%	Reduced
933	Sycomore Asset Management Paris, France	$53.9M	$0	5	5.79%	Maintained
934	Jacobs & Co San Francisco, California	$53.7M	-$1.77M	2	4.6%	Reduced
935	Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands	$53.6M	+$25.4M	3	8.12%	Increased
936	IP Interval Partners New York	$53.6M	-$43.8M	4	1.38%	Reduced
937	Berkshire Asset Management Wilkes Barre, Pennsylvania	$53.5M	+$215K	4	2.1%	Increased
938	SCM SIR Capital Management New York	$53.4M	+$13M	6	6.14%	Increased
939	Moors & Cabot Boston, Massachusetts	$53.3M	-$621K	17	2.07%	Reduced
940	CVFG LLC Shelbyville, Indiana	$53.2M	+$4.99M	9	5.59%	Increased
941	Occudo Quantitative Strategies Fort Lauderdale, Florida	$53.2M	+$6.17M	20	2.83%	Increased
942	FVCM F&V Capital Management Boca Raton, Florida	$53.2M	-$224K	2	9.81%	Reduced
943	Lakewood Capital Management New York	$53.2M	+$4.01M	2	2.74%	Increased
944	Central Trust Company Jefferson City, Missouri	$53.1M	-$243K	29	0.96%	Reduced
945	Focus Partners Advisor Solutions Saint Louis, Missouri	$53.1M	-$957K	19	0.45%	Reduced
946	Perigon Wealth Management San Francisco, California	$53M	+$757K	26	0.83%	Increased
947	Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$52.9M	+$119K	11	3.98%	Increased
948	YCG LLC Austin, Texas	$52.8M	+$14M	3	4.65%	Increased
949	Turtle Creek Wealth Advisors Dallas, Texas	$52.8M	+$3.36M	9	2.79%	Increased
950	Shelton Capital Management Denver, Colorado	$52.7M	-$10.7M	26	0.98%	Reduced