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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	KCM Karsch Capital Management New York	$62.3M	+$61.2M	1	5.29%	New
302	National Rural Electric Cooperative Association Arlington, Virginia	$62.2M	+$61.9M	3	1.5%	New
303	ACI AMP Capital Investors Sydney, Australia	$61.9M	+$64M	14	0.48%	New
304	Balyasny Asset Management Chicago, Illinois	$61.8M	+$63.1M	5	1.04%	New
305	PP PDT Partners New York	$61.8M	+$62.8M	27	1.52%	New
306	State of Michigan Retirement System Lansing, Michigan	$61.8M	+$64.1M	16	0.57%	New
307	SCM Snow Capital Management Sewickley, Pennsylvania	$61.5M	+$65.4M	2	2.84%	New
308	Korea Investment Corp Seoul, South Korea	$61M	+$64.1M	5	0.73%	New
309	Santa Barbara Asset Management Los Angeles, California	$60.9M	+$62.8M	1	1.59%	New
310	Sit Investment Associates Minneapolis, Minnesota	$60.8M	+$63.1M	4	1.23%	New
311	SIM Stelliam Investment Management New York	$60.7M	+$64.3M	2	3.3%	New
312	FMA Fiduciary Management Associates Chicago, Illinois	$60.6M	+$60.6M	7	4.72%	New
313	ACM Argent Capital Management St Louis, Missouri	$60.2M	+$60.7M	5	3.85%	New
314	PWPCM Perella Weinberg Partners Capital Management New York	$60.2M	+$63.5M	6	4.09%	New
315	AP Alydar Partners Boston, Massachusetts	$60.1M	+$63.8M	2	3.24%	New
316	Natixis Advisors Boston, Massachusetts	$59.5M	+$60M	17	1.19%	New
317	Capital Fund Management (CFM) Paris, France	$59.5M	+$60.8M	15	0.91%	New
318	HCM Highline Capital Management New York	$59.4M	+$62.7M	1	4.83%	New
319	Paradigm Capital Management Inc Albany, New York	$58.8M	+$57.8M	6	2.75%	New
320	WI WHV Investments San Francisco, California	$58.3M	+$60.4M	6	0.6%	New
321	Nisa Investment Advisors St. Louis, Missouri	$57.5M	+$59.8M	22	0.89%	New
322	Nordea Investment Management Stockholm, Sweden	$57.5M	+$59.2M	13	0.36%	New
323	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$57.4M	+$56.6M	2	1.04%	New
324	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$57.3M	+$62.7M	2	7.61%	New
325	Two Sigma Advisers New York	$57.2M	+$57.9M	23	0.82%	New