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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
326	BOI Bank of Italy Rome, Italy	$60.4M	$0	1	4.75%	Maintained
327	CCMH Cornerstone Capital Management Holdings New York	$60.3M	-$16.3M	16	0.56%	Reduced
328	VVP Vulcan Value Partners Birmingham, Alabama	$60.3M	+$3.29M	1	0.6%	Increased
329	Nisa Investment Advisors St. Louis, Missouri	$59.8M	-$4.28M	24	0.82%	Reduced
330	PCM Penn Capital Management Philadelphia, Pennsylvania	$59.4M	-$7.31M	6	2.34%	Reduced
331	PFC Poplar Forest Capital Pasadena, California	$59.1M	+$6.82M	1	4.32%	Increased
332	Teacher Retirement System of Texas Austin, Texas	$58.6M	+$12.3M	40	0.45%	Increased
333	FP FPR Partners San Francisco, California	$58.3M	+$7.45M	1	1.5%	Increased
334	PIMC Praesidium Investment Management Company New York	$58.3M	+$717K	1	4.66%	Increased
335	CCI Columbus Circle Investors	$58.1M	+$32.9M	2	0.4%	Increased
336	Hermes Investment Management London Uk, United Kingdom	$57.9M	+$6.08M	4	1.34%	Increased
337	Acadian Asset Management Boston, Massachusetts	$57.8M	+$2M	19	0.27%	Increased
338	LM Luminus Management Houston, Texas	$57.6M	-$4.45M	4	2.04%	Reduced
339	TAM Third Avenue Management New York	$57.3M	+$4.14M	4	1.44%	Increased
340	FWSM First Wilshire Securities Management Pasadena, California	$57.1M	+$3.01M	6	11.68%	Increased
341	BNP Paribas Asset Management Paris, France	$56.1M	+$12.9M	15	0.43%	Increased
342	NIM NXG Investment Management Dallas, Texas	$56M	-$26.1M	7	1.44%	Reduced
343	Chartwell Investment Partners Berywn, Pennsylvania	$55.9M	+$19.2M	2	1.09%	Increased
344	RS Investment Management San Francisco, California	$55.8M	-$20.5M	3	0.5%	Reduced
345	GL GLG LLC New York	$55.7M	+$12.6M	12	1.59%	Increased
346	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$55.5M	-$24.6M	1	1.69%	Reduced
347	Fisher Asset Management Camas, Washington	$55.2M	-$685K	5	0.11%	Reduced
348	Oaktree Capital Management Los Angeles, California	$55.2M	+$14M	1	0.58%	Increased
349	HCM Huber Capital Management El Segundo, California	$54.8M	-$7.05M	3	1.72%	Reduced
350	South Dakota Investment Council Sioux Falls, South Dakota	$54.1M	+$13.8M	10	1.03%	Increased