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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
226	Seizert Capital Partners Birmingham, Michigan	$109M	+$412K	4	2.31%	Increased
227	ARC Absolute Return Capital Boston, Massachusetts	$108M	-$12.1M	8	2.22%	Reduced
228	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$108M	-$30.8M	6	0.87%	Reduced
229	PAR Capital Management Boston, Massachusetts	$107M	+$2.34M	2	2.47%	Increased
230	Brown Advisory Baltimore, Maryland	$106M	-$303M	10	0.34%	Reduced
231	Third Point New York	$106M	+$95.7M	1	0.96%	New
232	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$105M	+$5.5M	2	1.94%	Increased
233	MSA Mason Street Advisors Milwaukee, Wisconsin	$103M	-$2.4M	29	0.72%	Reduced
234	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$103M	-$4.45M	21	0.67%	Reduced
235	Glenmede Trust Philadelphia, Pennsylvania	$102M	-$14.8M	29	0.8%	Reduced
236	Harris Associates Chicago, Illinois	$102M	+$13.9M	2	0.16%	Increased
237	SHIM Spruce House Investment Management New York	$102M	+$105M	1	25.48%	New
238	Public Employees Retirement Association of Colorado Denver, Colorado	$102M	+$827K	32	0.84%	Increased
239	Todd Asset Management Louisville, Kentucky	$102M	-$98.5K	4	2.83%	Reduced
240	GC GW Capital Bellevue, Washington	$102M	-$5.45M	4	4.68%	Reduced
241	KIG Kovitz Investment Group Chicago, Illinois	$98.6M	+$77M	5	4.85%	Increased
242	Silvercrest Asset Management New York	$98.3M	-$14.1M	6	1.42%	Reduced
243	Westwood Holdings Group Dallas, Texas	$97.2M	-$2.98M	5	0.75%	Reduced
244	State of Michigan Retirement System Lansing, Michigan	$97M	+$10.5M	16	0.64%	Increased
245	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$95.9M	-$15.4M	5	1.02%	Reduced
246	Markel Group Glen Allen, Virginia	$95.8M	+$25.3M	2	2.41%	Increased
247	HCM Hahn Capital Management Walnut Creek, California	$95.1M	+$8.7M	3	10.82%	Increased
248	Thomaspartners Boston, Massachusetts	$94.9M	+$5.44M	1	1.63%	Increased
249	SM Stratton Management King Of Prussia, Pennsylvania	$94.5M	-$4.27M	6	3.89%	Reduced
250	Hotchkis & Wiley Capital Management Los Angeles, California	$94.2M	+$1.99M	1	0.33%	Increased