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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
251	BRC Blue Ridge Capital New York	$87.8M	-$54.7M	1	1.05%	Reduced
252	Gateway Investment Advisers Cincinnati, Ohio	$87M	-$15.8M	8	0.74%	Reduced
253	BAMCO Inc New York	$86.4M	+$16.8K	5	0.4%	Increased
254	KI Kalmar Investments Greenville, Delaware	$86.3M	-$364K	4	1.53%	Reduced
255	Factory Mutual Insurance Waltham, Massachusetts	$85.6M	+$1.1M	2	1.36%	Increased
256	USSCPF United States Steel & Carnegie Pension Fund New York	$85.4M	$0	1	1.98%	Maintained
257	London Company of Virginia Richmond, Virginia	$83.4M	+$3.1M	2	1.13%	Increased
258	Longview Asset Management (Illinois) Chicago, Illinois	$83.2M	$0	1	2.37%	Maintained
259	GC GW Capital Bellevue, Washington	$82.5M	+$14.1M	3	3.88%	Increased
260	FA Friess Associates Greenville, Delaware	$82M	-$27.7M	4	6.55%	Reduced
261	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$81.4M	-$6.49M	14	0.59%	Reduced
262	OCG Opus Capital Group Cincinnati, Ohio	$80.8M	-$8.15M	2	4.58%	Reduced
263	WI WHV Investments San Francisco, California	$80.4M	+$19.2M	7	0.8%	Increased
264	Marshfield Associates Washington, District of Columbia	$80.2M	+$31M	2	6.09%	Increased
265	SIM Stelliam Investment Management New York	$78.7M	+$10.9M	2	3.75%	Increased
266	Public Employees Retirement Association of Colorado Denver, Colorado	$78.3M	-$13.6M	32	0.72%	Reduced
267	ING Group Amsterdam, Netherlands	$77.7M	-$8.44M	6	0.39%	Reduced
268	Baird Milwaukee, Wisconsin	$77.5M	+$1.43M	11	1.44%	Increased
269	British Columbia Investment Management Victoria, British Columbia, Canada	$77.4M	-$19.1M	12	0.65%	Reduced
270	HAM HHR Asset Management Berkeley Heights, New Jersey	$77M	-$241K	1	3.37%	Reduced
271	Raymond James & Associates St Petersburg, Florida	$76.7M	+$2.38M	14	0.66%	Increased
272	AG Ashmore Group London, United Kingdom	$76.6M	-$7.57M	1	9.84%	Reduced
273	First Pacific Advisors El Segundo, California	$76.4M	-$37.3M	2	0.79%	Reduced
274	State of Michigan Retirement System Lansing, Michigan	$76M	+$11M	17	0.67%	Increased
275	Employees Retirement System of Texas Austin, Texas	$75.3M	-$9M	16	0.93%	Reduced