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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	WBC Westpac Banking Corp Sydney, Australia	$91.4M	+$28.2M	11	1.04%	Increased
327	Assenagon Asset Management Senningerberg, Luxembourg	$91M	+$17M	22	0.4%	Increased
328	State of Michigan Retirement System Lansing, Michigan	$90M	-$1.62M	20	0.61%	Reduced
329	Candriam SCA Strassen, Luxembourg, Luxembourg	$88M	-$15.2M	11	0.7%	Reduced
330	Bradley Foster & Sargent Hartford, Connecticut	$87.3M	-$5.89M	5	2.3%	Reduced
331	United Capital Financial Advisors Irving, Texas	$87M	-$3.2M	10	0.52%	Reduced
332	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$86.7M	+$5.19M	16	0.6%	Increased
333	Marshall Wace Asia Central, Hong Kong	$86.3M	-$29.7M	3	1.55%	Reduced
334	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$85.8M	+$51.2M	20	0.23%	Increased
335	PM Pembroke Management Montreal, Quebec, Canada	$85.3M	-$5.94M	4	7.16%	Reduced
336	Bessemer Group Woodbridge, New Jersey	$84.4M	+$589K	23	0.22%	Increased
337	Holocene Advisors New York	$83.9M	+$18.1M	11	0.53%	Increased
338	Waratah Capital Advisors Toronto, Ontario, Canada	$83.8M	+$36.2M	6	5.75%	Increased
339	SAM Scopus Asset Management New York	$82.7M	-$15.9M	7	1.33%	Reduced
340	PIP Permian Investment Partners Dallas, Texas	$82.5M	-$15M	1	12.35%	Reduced
341	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$82.3M	-$4.55M	1	1.7%	Reduced
342	LPU Lansdowne Partners (UK) London, United Kingdom	$81.4M	-$4.01M	1	2.64%	Reduced
343	Menora Mivtachim Holdings Ramat Gan, Israel	$81.4M	+$75.1M	1	1.42%	New
344	PGGM Investments Zeist, Netherlands	$81.3M	+$35.6M	3	0.38%	Increased
345	EP Edgestream Partners Princeton, New Jersey	$81.3M	+$50.1M	8	4.09%	Increased
346	Boston Trust Walden Boston, Massachusetts	$81.2M	-$10.2M	2	0.87%	Reduced
347	MUFG Securities EMEA London, United Kingdom	$81M	+$52.2M	7	0.62%	Increased
348	CDH Charles D. Hyman	$80.3M	-$853K	3	6.43%	Reduced
349	QI QV Investors Calgary, Alberta, Canada	$80.2M	-$1.9M	1	5.27%	Reduced
350	NPCM North Peak Capital Management New York	$79.9M	+$370K	1	14.3%	Increased