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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
301	Fiera Capital (Canada) Montreal, Quebec, Canada	$376M	-$107M	6	1.36%	Reduced
302	M&T Bank Buffalo, New York	$373M	+$2.87M	38	1.09%	Increased
303	Segall Bryant & Hamill Chicago, Illinois	$373M	-$56.5M	16	4.42%	Reduced
304	FACM Forest Avenue Capital Management Miami, Florida	$372M	+$93.6M	3	15.64%	Increased
305	Schonfeld Strategic Advisors New York	$372M	-$106M	41	1.33%	Reduced
306	APG Asset Management Amsterdam, Netherlands	$368M	+$96.9M	11	0.91%	Increased
307	Candriam SCA Strassen, Luxembourg, Luxembourg	$365M	+$42.7M	18	1.64%	Increased
308	Sequoia Financial Advisors Akron, Ohio	$364M	+$24.3M	40	1.82%	Increased
309	Advisors Asset Management Monument, Colorado	$359M	-$8.12M	40	5.47%	Reduced
310	Tudor Investment Corp Stamford, Connecticut	$358M	+$89.3M	33	0.5%	Increased
311	Calamos Advisors Naperville, Illinois	$357M	-$1.46M	14	1.19%	Reduced
312	LGT Group Foundation Vaduz, Liechtenstein	$357M	+$24.8M	9	4.04%	Increased
313	Douglass Winthrop Advisors New York	$355M	-$1.18M	6	6.12%	Reduced
314	ACG Anchorage Capital Group New York	$349M	$0	1	77.56%	Maintained
315	PIP Permian Investment Partners Dallas, Texas	$349M	+$77.2M	3	38.33%	Increased
316	GGHC Gilder Gagnon Howe & Co New York	$348M	+$6.62M	7	3.59%	Increased
317	Fort Washington Investment Advisors Cincinnati, Ohio	$347M	-$35.1M	6	1.75%	Reduced
318	Bradley Foster & Sargent Hartford, Connecticut	$347M	+$16M	11	4.91%	Increased
319	NewEdge Advisors New Orleans, Louisiana	$345M	+$15.3M	55	1.03%	Increased
320	Empower Advisory Group Greenwood Village, Colorado	$343M	+$11.6M	7	0.82%	Increased
321	State of Michigan Retirement System Lansing, Michigan	$342M	-$12.9M	27	1.51%	Reduced
322	P3I Progeny 3 Inc Kirkland, Washington	$341M	+$2.02M	3	17.6%	Increased
323	Munro Partners Melbourne, Australia	$337M	+$35.1M	4	7.43%	Increased
324	Westwood Holdings Group Dallas, Texas	$336M	-$142M	13	2.53%	Reduced
325	Perpetual Ltd Sydney, New South Wales, Australia	$336M	+$71.3M	14	4.79%	Increased