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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
276	Lyrical Asset Management New York	$87.8M	+$58.5M	2	5.61%	Increased
277	Marshfield Associates Washington, District of Columbia	$87.6M	+$2.26M	2	6.53%	Increased
278	BNP Paribas Asset Management Paris, France	$86.8M	-$52.9M	10	0.65%	Reduced
279	HAM HHR Asset Management Berkeley Heights, New Jersey	$86.6M	-$1.63M	1	3.49%	Reduced
280	Public Employees Retirement Association of Colorado Denver, Colorado	$86.6M	-$1.8M	32	0.74%	Reduced
281	State of Michigan Retirement System Lansing, Michigan	$86.1M	+$1.33M	17	0.66%	Increased
282	Chartwell Investment Partners Berywn, Pennsylvania	$85.2M	+$3.72M	5	1.75%	Increased
283	ZDA Zweig-DiMenna Associates New York	$85M	+$42.2M	6	3.12%	Increased
284	Baird Milwaukee, Wisconsin	$84.8M	-$2.03M	14	1.46%	Reduced
285	Gates Capital Management New York	$84.1M	+$2.84M	1	2.78%	Increased
286	British Columbia Investment Management Victoria, British Columbia, Canada	$83.9M	-$2.83M	14	0.66%	Reduced
287	Emerald Advisers Leola, Pennsylvania	$83.8M	+$6.49M	9	4.54%	Increased
288	EC Eminence Capital New York	$83.7M	+$79.3M	1	1.48%	New
289	KIG Kovitz Investment Group Chicago, Illinois	$83.4M	+$68.4M	3	3.8%	Increased
290	Raymond James & Associates St Petersburg, Florida	$83M	-$2.13M	16	0.62%	Reduced
291	LCS Levin Capital Strategies New York	$82.6M	+$32.9M	5	1.33%	Increased
292	HCM Hahn Capital Management Walnut Creek, California	$80.6M	+$14.1M	3	11.19%	Increased
293	Impax Asset Management (UK) London, United Kingdom	$80.4M	+$27.5M	4	7.44%	Increased
294	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$80.4M	-$3.76M	2	9.77%	Reduced
295	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$80.3M	+$63M	2	0.57%	Increased
296	DCM Daruma Capital Management New York	$80M	-$5.61M	1	3.32%	Reduced
297	Madison Investment Holdings Madison, Wisconsin	$79.5M	-$2.04M	2	1.54%	Reduced
298	VVP Vulcan Value Partners Birmingham, Alabama	$78.7M	+$54.3M	1	1.65%	Increased
299	HCM Hoplite Capital Management New York	$78.4M	-$91.6M	1	2.21%	Reduced
300	Aberdeen Asset Management Aberdeen, United Kingdom	$78.2M	+$2.72M	7	0.22%	Increased