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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	Osaic Holdings Scottsdale, Arizona	$117M	+$6.68M	60	0.31%	Increased
277	Geneva Capital Management Milwaukee, Wisconsin	$117M	+$2.82M	1	1.98%	Increased
278	Fenimore Asset Management Cobleskill, New York	$117M	-$43.4K	2	3.28%	Reduced
279	RHBC R.H. Bluestein & Co Birmingham, Michigan	$117M	+$48.7M	13	5.18%	Increased
280	CIBC World Markets New York	$116M	-$21.9M	9	0.59%	Reduced
281	Employees Retirement System of Texas Austin, Texas	$116M	+$12.5M	13	1.84%	Increased
282	Samlyn Capital New York	$115M	+$19.1M	5	1.65%	Increased
283	ACM Ashford Capital Management Wilmington, Delaware	$115M	+$14.8M	3	11.11%	Increased
284	Fiera Capital (Canada) Montreal, Quebec, Canada	$115M	+$7.59M	7	0.31%	Increased
285	MSL Mackay Shields LLC New York	$114M	+$13.1M	23	0.78%	Increased
286	Axiom Investors Greenwich, Connecticut	$113M	-$2.38M	2	1.78%	Reduced
287	SCM Suvretta Capital Management New York	$113M	+$104M	2	1.61%	New
288	ARK Investment Management St. Petersburg, Florida	$112M	+$56.3M	2	0.3%	Increased
289	Factory Mutual Insurance Waltham, Massachusetts	$112M	+$739K	2	1.51%	Increased
290	Public Employees Retirement Association of Colorado Denver, Colorado	$109M	-$2.02M	32	0.53%	Reduced
291	Chartwell Investment Partners Berywn, Pennsylvania	$109M	-$4.41M	11	3.46%	Reduced
292	Vontobel Holding Zurich, Switzerland	$108M	+$89.6M	11	0.71%	New
293	Nomura Asset Management Tokyo, Japan	$108M	+$36.1M	8	0.73%	Increased
294	Janney Montgomery Scott Philadelphia, Pennsylvania	$108M	+$15.3M	26	0.52%	Increased
295	Regions Financial Corp Birmingham, Alabama	$108M	+$1.48M	9	1.04%	Increased
296	BBCM Broad Bay Capital Management New York	$107M	-$3.67M	1	12.04%	Reduced
297	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$107M	+$3.74M	4	3.71%	Increased
298	ACM Atlanta Capital Management Atlanta, Georgia	$107M	-$584K	2	0.38%	Reduced
299	Zacks Investment Management Chicago, Illinois	$106M	+$4.64M	9	1.96%	Increased
300	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$105M	$0	1	0.58%	Maintained