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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	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$95.8M	-$16.9M	3	2.36%	Reduced
277	LI LMCG Investments Boston, Massachusetts	$93.9M	+$6.81M	8	2.03%	Increased
278	CCMH Cornerstone Capital Management Holdings New York	$93.1M	-$13.8M	20	1.02%	Reduced
279	Longview Asset Management (Illinois) Chicago, Illinois	$92M	$0	1	2.04%	Maintained
280	OCAM Owl Creek Asset Management New York	$91.5M	+$91.7M	1	4.5%	New
281	ING Group Amsterdam, Netherlands	$91.3M	-$25.4M	9	0.46%	Reduced
282	CM CS McKee Pittsburgh, Pennsylvania	$90.6M	-$6.91M	2	1.92%	Reduced
283	Numeric Investors Boston, Massachusetts	$89.9M	+$38.3M	9	1.34%	Increased
284	Balyasny Asset Management Chicago, Illinois	$89.9M	-$83.8M	7	1.02%	Reduced
285	Sentry Investments Toronto, Ontario, Canada	$89.4M	+$21M	3	1.11%	Increased
286	Westwood Holdings Group Dallas, Texas	$89.3M	+$8.71M	4	0.66%	Increased
287	London Company of Virginia Richmond, Virginia	$89M	-$44M	4	0.97%	Reduced
288	Gateway Investment Advisers Cincinnati, Ohio	$88.7M	-$1.46M	8	0.69%	Reduced
289	Janus Henderson Group London,	$88.3M	+$3.6M	11	0.82%	Increased
290	HCM Hahn Capital Management Walnut Creek, California	$88.1M	+$5.8M	3	11.63%	Increased
291	Raymond James & Associates St Petersburg, Florida	$87.8M	+$2.05M	19	0.54%	Increased
292	Marshall Wace London, United Kingdom	$87.8M	+$40.1M	17	1.29%	Increased
293	VM Valinor Management New York	$87.2M	-$73.2M	2	2.38%	Reduced
294	Hancock Whitney Gulfport, Mississippi	$87.1M	+$16.5M	8	3.15%	Increased
295	Employees Retirement System of Texas Austin, Texas	$86.4M	-$5.35M	18	1.11%	Reduced
296	Korea Investment Corp Seoul, South Korea	$86.4M	+$11.6M	9	0.72%	Increased
297	SA Smithwood Advisers Los Angeles, California	$85.9M	-$2.39M	3	6.13%	Reduced
298	EARNEST Partners Atlanta, Georgia	$85.3M	+$22.5M	4	0.68%	Increased
299	Tiger Global Management New York	$85.3M	+$65.1M	1	1.08%	Increased
300	Amundi Asset Management US Boston, Massachusetts	$84.7M	+$8.65M	7	0.32%	Increased