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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	FP Foundry Partners Minneapolis, Minnesota	$73.9M	-$12M	13	2.78%	Reduced
327	Eventide Asset Management Boston, Massachusetts	$72.8M	+$26.6M	2	2.05%	Increased
328	RHJA Rice Hall James & Associates San Diego, California	$72.7M	-$9.37M	8	2.46%	Reduced
329	Cubist Systematic Strategies Stamford, Connecticut	$72.5M	+$5.95M	38	1.33%	Increased
330	SAM Southernsun Asset Management Memphis, Tennessee	$72.4M	-$5.6M	1	6.59%	Reduced
331	Empyrean Capital Partners Los Angeles, California	$72.1M	-$27.4M	2	4.74%	Reduced
332	SG Americas Securities New York	$71.7M	-$5.59M	38	0.65%	Reduced
333	BBCM Broad Bay Capital Management New York	$71.6M	+$4.94M	2	17.07%	Increased
334	Teacher Retirement System of Texas Austin, Texas	$71.6M	+$2.5M	7	0.56%	Increased
335	GA Greenhaven Associates Purchase, New York	$71.4M	-$28.8M	1	1.59%	Reduced
336	Copeland Capital Management Conshohocken, Pennsylvania	$70.9M	+$3.59M	3	3.11%	Increased
337	IP Interval Partners New York	$70.9M	-$69.5M	6	2.54%	Reduced
338	VHMC Value Holdings Management Company Hampton Bays, New York	$70.6M	-$1.31M	6	24.81%	Reduced
339	Viking Global Investors Stamford, Connecticut	$69.9M	+$1.49M	1	0.33%	Increased
340	PM Pembroke Management Montreal, Quebec, Canada	$68.9M	+$243K	3	5.86%	Increased
341	Vaughan Nelson Investment Management Houston, Texas	$68.8M	+$28.6M	3	0.86%	Increased
342	South Dakota Investment Council Sioux Falls, South Dakota	$68.6M	-$13.7M	14	1.43%	Reduced
343	Commerce Bank Kansas City, Missouri	$68.3M	+$24.2M	13	0.65%	Increased
344	Weiss Multi-Strategy Advisers New York	$67.9M	+$32.5M	6	1.11%	Increased
345	CGM Capital Growth Management Boston, Massachusetts	$67.6M	+$58.5M	3	5.46%	Increased
346	Beck Mack & Oliver New York	$67.5M	-$1.05M	2	2.23%	Reduced
347	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$67.1M	+$8.39M	17	0.46%	Increased
348	Holocene Advisors New York	$66.9M	-$140M	10	0.6%	Reduced
349	Candriam SCA Strassen, Luxembourg, Luxembourg	$66.7M	+$16.5M	11	0.72%	Increased
350	State of Michigan Retirement System Lansing, Michigan	$66.6M	-$425K	20	0.55%	Reduced