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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
201	NPIC Neumeier Poma Investment Counsel Carmel, California	$139M	+$4.59M	5	11.62%	Increased
202	GGHC Gilder Gagnon Howe & Co New York	$139M	-$3.08M	4	1.59%	Reduced
203	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$137M	-$2.97M	16	0.29%	Reduced
204	Scout Investments Kansas City, Missouri	$136M	-$50.2M	5	2.71%	Reduced
205	Natixis Advisors Boston, Massachusetts	$136M	+$5.05M	17	1.08%	Increased
206	IP Interval Partners New York	$135M	+$18.6M	6	5.26%	Increased
207	PCM Palestra Capital Management New York	$133M	-$22.2M	1	4.4%	Reduced
208	SFM Systematic Financial Management Teaneck, New Jersey	$131M	-$11.3M	16	5.88%	Reduced
209	Madison Investment Holdings Madison, Wisconsin	$130M	-$5.45M	4	2.11%	Reduced
210	Emerald Advisers Leola, Pennsylvania	$129M	-$23.6M	8	6.01%	Reduced
211	Korea Investment Corp Seoul, South Korea	$128M	-$24.4M	7	0.54%	Reduced
212	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$127M	+$70.3M	4	3.58%	Increased
213	Bank of Nova Scotia Toronto, Ontario, Canada	$126M	+$48.6M	12	0.38%	Increased
214	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$123M	-$14.9M	5	5.46%	Reduced
215	Hood River Capital Management Palm Beach Gardens, Florida	$122M	+$30.4M	6	6.22%	Increased
216	CIBC Private Wealth Group Atlanta, Georgia	$121M	+$54.1M	5	0.43%	Increased
217	Two Sigma Investments New York	$121M	-$113M	25	0.41%	Reduced
218	NC Nitorum Capital New York	$120M	-$27M	2	6.99%	Reduced
219	AL AJO LP Philadelphia, Pennsylvania	$117M	-$46.4M	8	0.68%	Reduced
220	Aviva London, United Kingdom	$116M	+$9.52M	12	0.79%	Increased
221	Burgundy Asset Management Toronto, Ontario, Canada	$116M	+$116M	1	1.16%	Increased
222	Confluence Investment Management St. Louis, Missouri	$115M	-$6M	1	1.79%	Reduced
223	Panagora Asset Management Boston, Massachusetts	$115M	-$7.69M	36	0.53%	Reduced
224	AMF Tjänstepension Stockholm, Sweden	$113M	-$567K	3	1.16%	Reduced
225	Marshfield Associates Washington, District of Columbia	$113M	-$191K	1	7.12%	Reduced