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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	Fifth Third Bancorp Cincinnati, Ohio	$74M	-$1.21M	26	0.47%	Reduced
302	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$73.9M	-$3.34M	2	1.76%	Reduced
303	PPC Park Presidio Capital San Francisco, California	$73.7M	+$10.8M	1	8.61%	Increased
304	Raymond James Financial Services Advisors St. Petersburg, Florida	$73.7M	+$10.8M	22	0.31%	Increased
305	HCM Hahn Capital Management Walnut Creek, California	$73.6M	-$715K	3	9.14%	Reduced
306	Homestead Advisers Arlington, Virginia	$73.3M	-$37.4M	4	1.37%	Reduced
307	ALPS Advisors Denver, Colorado	$72.6M	-$209K	10	0.51%	Reduced
308	Los Angeles Capital Management Los Angeles, California	$72M	+$53.9M	17	0.4%	Increased
309	GTP Global Thematic Partners New York	$71.6M	+$21.2M	1	3.33%	Increased
310	TPSF Texas Permanent School Fund Austin, Texas	$70.9M	-$2.72M	32	1.13%	Reduced
311	Douglass Winthrop Advisors New York	$69.2M	+$9.89M	3	3.02%	Increased
312	HCM Highline Capital Management New York	$69M	+$13M	1	4.33%	Increased
313	State of Michigan Retirement System Lansing, Michigan	$68.9M	+$1.52M	20	0.55%	Increased
314	FP Foundry Partners Minneapolis, Minnesota	$68.8M	-$459K	13	2.76%	Reduced
315	Mitsubishi UFJ Asset Management Tokyo, Japan	$67.5M	+$2.85M	10	1.39%	Increased
316	MN Services Vermogensbeheer The Hague, Netherlands	$67.3M	+$1.14M	8	0.78%	Increased
317	AEGON Asset Management (UK) Edinburgh, United Kingdom	$66.7M	+$4.81M	1	1.89%	Increased
318	Fjarde Ap-fonden Stockholm, Sweden	$66.5M	+$13.8M	6	0.83%	Increased
319	CC Capital Counsel New York	$66.2M	+$4.19M	1	4.84%	Increased
320	Silvercrest Asset Management New York	$66.1M	+$662K	8	0.65%	Increased
321	ArrowMark Colorado Holdings Denver, Colorado	$65.8M	+$3.99M	2	0.62%	Increased
322	Acadian Asset Management Boston, Massachusetts	$65.7M	-$3.46M	22	0.28%	Reduced
323	Hood River Capital Management Palm Beach Gardens, Florida	$65.7M	+$3.84M	3	3.3%	Increased
324	JLBC J.L. Bainbridge & Co Sarasota, Florida	$65.6M	+$8.56M	2	9.63%	Increased
325	Beck Mack & Oliver New York	$65.5M	+$12.7M	3	2.34%	Increased