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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	Acadian Asset Management Boston, Massachusetts	$217M	-$105M	21	0.63%	Reduced
302	AAM ACK Asset Management Greenwich, Connecticut	$214M	-$90.4M	5	28.68%	Reduced
303	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$213M	+$23.2M	18	1.42%	Increased
304	Public Employees Retirement Association of Colorado Denver, Colorado	$213M	-$73.9M	39	0.84%	Reduced
305	John W. Bristol & Co New York	$211M	-$4.92M	2	3.47%	Reduced
306	Brandes Investment Partners La Jolla, California	$211M	+$37.4M	5	2.36%	Increased
307	Congress Wealth Management Boston, Massachusetts	$207M	-$14M	20	2.85%	Reduced
308	Munro Partners Melbourne, Australia	$207M	+$19.1M	3	6.86%	Increased
309	CIBC Asset Management Toronto, Ontario, Canada	$206M	+$1.95M	26	0.67%	Increased
310	M&T Bank Buffalo, New York	$205M	-$236K	29	0.69%	Reduced
311	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$205M	+$154M	3	9.27%	Increased
312	J. Safra Sarasin Holding	$201M	-$54.4M	9	3.4%	Reduced
313	O'Shaughnessy Asset Management Stamford, Connecticut	$199M	+$38.4M	44	1.69%	Increased
314	Daiwa Securities Group Tokyo, Japan	$196M	+$15.4M	16	0.87%	Increased
315	Fayez Sarofim & Co Houston, Texas	$196M	+$139M	8	0.48%	Increased
316	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$194M	-$84M	15	1.74%	Reduced
317	MML Investors Services Springfield, Massachusetts	$190M	+$11.8M	31	0.66%	Increased
318	PCM Palestra Capital Management New York	$190M	+$18.9M	2	5.2%	Increased
319	Freestone Grove Partners San Francisco, California	$187M	+$200M	12	2.3%	New
320	IP Interval Partners New York	$187M	+$35.8M	5	3.67%	Increased
321	ING Group Amsterdam, Netherlands	$185M	+$37.2M	14	1.25%	Increased
322	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$183M	+$15.3M	37	0.93%	Increased
323	LPU Lansdowne Partners (UK) London, United Kingdom	$182M	-$7.33M	2	13.22%	Reduced
324	VHMC Value Holdings Management Company Hampton Bays, New York	$182M	+$421K	6	31.81%	Increased
325	OMERS Administration Corp Toronto, Ontario, Canada	$181M	-$5.16M	17	1.58%	Reduced