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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	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$127M	+$17.1M	4	5.12%	Increased
202	BNP Paribas Asset Management Paris, France	$126M	+$19.2M	10	0.85%	Increased
203	Jacobs Levy Equity Management Florham Park, New Jersey	$126M	-$7.43M	23	1.37%	Reduced
204	B BloombergSen Toronto, Ontario, Canada	$126M	$0	1	8.73%	Maintained
205	Baird Financial Group Milwaukee, Wisconsin	$126M	-$2.79M	17	0.47%	Reduced
206	State of Tennessee, Department of Treasury Nashville, Tennessee	$125M	-$795K	32	0.61%	Reduced
207	Marshfield Associates Washington, District of Columbia	$124M	+$515K	1	6.46%	Increased
208	SCM SunTx Capital Management Dallas, Texas	$122M	-$113M	1	100%	Reduced
209	Silvercrest Asset Management New York	$121M	+$40.8M	10	1.07%	Increased
210	Burgundy Asset Management Toronto, Ontario, Canada	$120M	-$38.1M	2	1.41%	Reduced
211	Westfield Capital Management Boston, Massachusetts	$118M	-$3.15M	1	0.81%	Reduced
212	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$117M	-$25.4M	18	0.3%	Reduced
213	LPL Financial San Diego, California	$117M	+$15.9M	25	0.2%	Increased
214	PPC Park Presidio Capital San Francisco, California	$117M	+$38.3M	2	13.08%	Increased
215	Kennedy Capital Management St Louis, Missouri	$117M	+$2.94M	19	3.37%	Increased
216	Scout Investments Kansas City, Missouri	$114M	-$13M	5	2.72%	Reduced
217	BOI Bank of Italy Rome, Italy	$113M	+$20.4M	1	5.45%	Increased
218	DekaBank Deutsche Girozentrale Frankfurt, Germany	$108M	+$40.7M	16	0.68%	Increased
219	Comerica Bank Dallas, Texas	$107M	+$3.86M	37	0.83%	Increased
220	Marshall Wace Asia Central, Hong Kong	$107M	-$34M	1	2.36%	Reduced
221	PIP Permian Investment Partners Dallas, Texas	$107M	+$99.6M	1	19.16%	New
222	NC Nitorum Capital New York	$107M	+$8.07M	2	5.49%	Increased
223	Emerald Advisers Leola, Pennsylvania	$104M	-$22.6M	8	4.53%	Reduced
224	Fred Alger Management New York	$104M	+$64.7M	2	0.34%	Increased
225	SCM Suvretta Capital Management New York	$103M	-$57.4M	1	2.22%	Reduced