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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	Marshfield Associates Washington, District of Columbia	$79.7M	-$7.28M	2	6.01%	Reduced
277	GE General Electric Evendale, Ohio	$79.5M	+$64.6M	2	0.19%	Increased
278	Employees Retirement System of Texas Austin, Texas	$79.3M	-$4.75M	17	1.03%	Reduced
279	I.G. Investment Management Winnipeg, Manitoba, Canada	$79M	-$2.83M	11	0.3%	Reduced
280	Suntrust Banks Atlanta, Georgia	$78.1M	+$5.32M	16	0.5%	Increased
281	KCM Knighthead Capital Management New York	$77.1M	+$2.08M	2	16.24%	Increased
282	State of Michigan Retirement System Lansing, Michigan	$76.9M	-$19.5M	16	0.54%	Reduced
283	TAM THB Asset Management Norwalk, Connecticut	$76.4M	+$4.7M	10	5.34%	Increased
284	Chilton Investment Company Stamford, Connecticut	$76.2M	+$52.2M	4	2.71%	Increased
285	Korea Investment Corp Seoul, South Korea	$75.9M	+$9.82M	8	0.59%	Increased
286	Balyasny Asset Management Chicago, Illinois	$75.6M	-$86M	10	0.61%	Reduced
287	Gateway Investment Advisers Cincinnati, Ohio	$75.2M	+$141K	9	0.62%	Increased
288	PGGM Investments Zeist, Netherlands	$75M	-$6.36M	3	0.36%	Reduced
289	Scout Investments Kansas City, Missouri	$74.2M	-$9.91M	2	1.23%	Reduced
290	Baird Milwaukee, Wisconsin	$73.3M	+$4.63M	12	0.75%	Increased
291	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$73.3M	-$295K	7	14.91%	Reduced
292	Mackenzie Financial Toronto Ontario, Ontario, Canada	$71.7M	+$15.4M	13	0.38%	Increased
293	AL AJO LP Philadelphia, Pennsylvania	$71.7M	-$13.6M	7	0.3%	Reduced
294	RCM Redwood Capital Management New York	$71.4M	$0	2	8.25%	Maintained
295	SFM Systematic Financial Management Teaneck, New Jersey	$71.2M	+$4.66M	13	0.56%	Increased
296	DCM Daruma Capital Management New York	$71M	-$1.69M	1	3.17%	Reduced
297	SM Stratton Management King Of Prussia, Pennsylvania	$70.7M	-$15.3M	5	2.88%	Reduced
298	CGM Capital Growth Management Boston, Massachusetts	$70.1M	+$20.7M	2	1.92%	Increased
299	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$69.9M	-$534K	6	1.92%	Reduced
300	John W. Bristol & Co New York	$69.3M	-$7.87M	1	1.39%	Reduced