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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	CAM Cortina Asset Management Milwaukee, Wisconsin	$78.1M	-$15.4M	9	3.53%	Reduced
252	IAM Impala Asset Management Palm Beach, Florida	$78M	+$12.3M	5	5.08%	Increased
253	Aviva London, United Kingdom	$77.1M	-$1.05M	15	0.57%	Reduced
254	Blackstone Inc New York	$76.9M	+$16.2M	2	0.33%	Increased
255	AR Advisory Research Chicago, Illinois	$75.5M	-$69.6M	2	1.43%	Reduced
256	Capital International Inc Los Angeles, California	$74.9M	-$6.72M	2	8.22%	Reduced
257	Teacher Retirement System of Texas Austin, Texas	$74.5M	-$25.8M	40	0.5%	Reduced
258	Great Lakes Advisors Chicago, Illinois	$74.2M	-$1.12M	9	2.03%	Reduced
259	Gateway Investment Advisers Cincinnati, Ohio	$73.7M	+$4.4M	9	0.64%	Increased
260	VVP Vulcan Value Partners Birmingham, Alabama	$73.5M	+$1.48M	1	0.66%	Increased
261	CC Capital Counsel New York	$73.4M	-$44.5M	1	6.63%	Reduced
262	SAM Scopus Asset Management New York	$73.3M	+$38.9M	6	1.24%	Increased
263	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$72.3M	+$10.9M	3	1.14%	Increased
264	AL AJO LP Philadelphia, Pennsylvania	$72.2M	-$658K	8	0.31%	Reduced
265	ICOM Investment Counselors of Maryland Baltimore, Maryland	$72.2M	+$1.94M	8	4.16%	Increased
266	TPSF Texas Permanent School Fund Austin, Texas	$72.1M	-$1.89M	27	0.91%	Reduced
267	Janus Henderson Group London,	$72M	-$18.7M	10	0.58%	Reduced
268	Westfield Capital Management Boston, Massachusetts	$71.7M	-$915K	2	0.55%	Reduced
269	Waddell & Reed Financial Overland Park, Kansas	$71.4M	+$4.72M	8	0.13%	Increased
270	LM Luminus Management Houston, Texas	$71.1M	+$18.2M	7	2.35%	Increased
271	CPM Chesapeake Partners Management Baltimore, Maryland	$71.1M	-$4.39M	3	5.54%	Reduced
272	Marshfield Associates Washington, District of Columbia	$70.7M	+$2.39M	1	5.01%	Increased
273	Orbis Allan Gray Hamilton, Bermuda	$70.7M	+$67.7M	1	0.57%	New
274	Scout Investments Kansas City, Missouri	$70.3M	+$18.3M	4	1.92%	Increased
275	British Columbia Investment Management Victoria, British Columbia, Canada	$70.2M	-$3.69M	11	0.66%	Reduced