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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	Baupost Group Boston, Massachusetts	$250M	+$250M	2	4.79%	Increased
227	First Eagle Investment Management New York	$250M	+$3.85M	13	0.65%	Increased
228	DF Dent & Co Baltimore, Maryland	$250M	-$7.05M	4	3.66%	Reduced
229	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$249M	-$19.8M	42	1.11%	Reduced
230	Asset Management One Tokyo, Japan	$247M	-$763K	15	1.1%	Reduced
231	Capital Wealth Planning Naples, Florida	$247M	+$9.41M	3	3.04%	Increased
232	Third Point New York	$246M	+$58M	1	3.73%	Increased
233	Starboard Value New York	$240M	-$76.9M	1	6.15%	Reduced
234	BAMCO Inc New York	$238M	+$7.79M	3	0.69%	Increased
235	Panagora Asset Management Boston, Massachusetts	$237M	+$45.3M	27	1.47%	Increased
236	Longview Asset Management (Illinois) Chicago, Illinois	$235M	$0	1	3.63%	Maintained
237	Geneva Capital Management Milwaukee, Wisconsin	$233M	+$894K	3	4.91%	Increased
238	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$232M	-$18.5M	23	0.38%	Reduced
239	NPIC Neumeier Poma Investment Counsel Carmel, California	$230M	-$2.98M	6	22.42%	Reduced
240	British Columbia Investment Management Victoria, British Columbia, Canada	$228M	-$66.9M	16	2.17%	Reduced
241	JP Morgan Private Wealth Advisors San Francisco, California	$223M	+$182M	26	0.64%	Increased
242	Nomura Asset Management Tokyo, Japan	$223M	+$7.7M	28	1.04%	Increased
243	Chevy Chase Trust Bethesda, Maryland	$222M	-$6.03M	10	0.88%	Reduced
244	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$220M	+$25.5M	33	2.22%	Increased
245	GGHC Gilder Gagnon Howe & Co New York	$218M	+$77.5M	9	3.32%	Increased
246	Janney Montgomery Scott Philadelphia, Pennsylvania	$216M	-$8.25M	31	0.81%	Reduced
247	Handelsbanken Fonder Stockholm, Sweden	$216M	+$5.33M	26	1.21%	Increased
248	Hood River Capital Management Palm Beach Gardens, Florida	$213M	-$83.1M	7	6.85%	Reduced
249	Zacks Investment Management Chicago, Illinois	$212M	-$1.39M	17	2.74%	Reduced
250	1832 Asset Management Toronto, Ontario, Canada	$211M	+$115M	14	0.3%	Increased