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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	I.G. Investment Management Winnipeg, Manitoba, Canada	$72.5M	-$47.8M	11	0.26%	Reduced
302	PIM Platinum Investment Management Sydney Australia 2000, Australia	$72.5M	-$40M	2	1.39%	Reduced
303	KBC Group Brussels, Belgium	$71.5M	+$37.5M	25	0.85%	Increased
304	RCM Redwood Capital Management New York	$70.8M	+$8.17M	2	7.43%	Increased
305	EARNEST Partners Atlanta, Georgia	$70.6M	-$743K	4	0.58%	Reduced
306	Korea Investment Corp Seoul, South Korea	$70M	-$2.37M	9	0.57%	Reduced
307	Capital International Inc Los Angeles, California	$69.8M	-$21.4M	3	4.78%	Reduced
308	PCM Penn Capital Management Philadelphia, Pennsylvania	$69.7M	-$4.79M	8	2.93%	Reduced
309	Great Lakes Advisors Chicago, Illinois	$69.4M	+$821K	6	2.15%	Increased
310	KCM Knighthead Capital Management New York	$67.9M	+$6.56M	2	6.66%	Increased
311	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$67.3M	+$19.7K	7	14.22%	Increased
312	Capital International Sarl Los Angeles, California	$67M	-$1.54M	3	4.14%	Reduced
313	GH GAM Holding Zurich, Switzerland	$66.7M	+$841K	18	1%	Increased
314	Nisa Investment Advisors St. Louis, Missouri	$66.7M	+$842K	23	0.92%	Increased
315	DCM Daruma Capital Management New York	$66.6M	-$296K	1	2.9%	Reduced
316	SCM Stevens Capital Management Radnor, Pennsylvania	$65.6M	+$31.1M	19	2.22%	Increased
317	QS Investors New York	$65.5M	+$60.4M	23	0.75%	Increased
318	LM Luminus Management Houston, Texas	$65.1M	+$22.8M	6	2.25%	Increased
319	SIM Stelliam Investment Management New York	$64.8M	-$91.7M	2	1.49%	Reduced
320	Arizona State Retirement System Phoenix, Arizona	$64.6M	+$757K	26	0.76%	Increased
321	VVP Vulcan Value Partners Birmingham, Alabama	$64.4M	-$37.5M	1	0.73%	Reduced
322	Epoch Investment Partners New York	$64.4M	-$81.4M	4	0.23%	Reduced
323	SCM Steadfast Capital Management New York	$64.3M	+$58M	1	1%	New
324	Robeco Institutional Asset Management Rotterdam, Netherlands	$64.2M	+$6.17M	8	0.46%	Increased
325	Amundi Asset Management US Boston, Massachusetts	$64M	-$7.54M	8	0.23%	Reduced