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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
1326	GECH Garnet Equity Capital Holdings New York	$2.58M	$0	1	2.52%	Maintained
1327	Ruffer LLP London, United Kingdom	$2.57M	$0	2	0.12%	Maintained
1328	AAM AR Asset Management West Hollywood, California	$2.54M	$0	1	1.13%	Maintained
1329	MWR McAdams Wright Ragen Seattle, Washington	$2.54M	+$369K	5	0.2%	Increased
1330	Sterling Capital Management Charlotte, North Carolina	$2.53M	-$7.66M	4	0.03%	Reduced
1331	WMC Westwood Management Corporation Chicago, Illinois	$2.52M	-$13.7M	1	0.48%	Reduced
1332	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$2.51M	+$2.18M	3	1.14%	Increased
1333	Meag Munich Ergo Munich, Germany	$2.5M	+$1.57M	3	0.18%	Increased
1334	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$2.5M	+$127K	5	0.57%	Increased
1335	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$2.5M	-$22.7M	3	0.43%	Reduced
1336	DAL David A. Lorber	$2.5M	+$1.14M	3	4.59%	Increased
1337	Addenda Capital Montreal, Quebec, Canada	$2.49M	+$138K	1	0.23%	Increased
1338	FIM Friedberg Investment Management Houston, Texas	$2.49M	+$770K	2	1.08%	Increased
1339	ATC Argent Trust Company Ruston, Louisiana	$2.48M	+$35.3K	3	1.05%	Increased
1340	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$2.47M	-$185K	4	0.9%	Reduced
1341	DTL Dynamic Technology Lab Singapore	$2.47M	+$1.61M	6	1.98%	Increased
1342	Perpetual Ltd Sydney, New South Wales, Australia	$2.47M	-$116K	2	0.35%	Reduced
1343	MAM Mark Asset Management New York	$2.46M	+$2.31M	2	0.78%	New
1344	ECAM East Coast Asset Management Essex, Massachusetts	$2.46M	+$73.3K	1	1.61%	Increased
1345	Loews Corp New York	$2.46M	-$4.54M	2	0.01%	Reduced
1346	IIM InView Investment Management Chicago, Illinois	$2.46M	$0	2	3.31%	Maintained
1347	EFS Essex Financial Services Essex, Connecticut	$2.46M	-$192K	2	0.77%	Reduced
1348	LC Lakeshore Capital Birmingham, Alabama	$2.45M	+$29.3K	1	2.23%	Increased
1349	ACM Alpha Capital Management Austin, Texas	$2.44M	+$40.3K	1	2.17%	Increased
1350	AC Alleghany Corporation New York	$2.44M	$0	1	0.13%	Maintained