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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	Madison Asset Management Madison, Wisconsin	$115M	+$11.9M	5	1.81%	Increased
327	CDH Charles D. Hyman	$113M	-$58.2K	3	7.74%	Reduced
328	PIP Permian Investment Partners Dallas, Texas	$113M	-$1.55M	1	19.81%	Reduced
329	M&G Investment Management London, United Kingdom	$113M	-$8.15M	11	0.56%	Reduced
330	OMERS Administration Corp Toronto, Ontario, Canada	$113M	-$1.75M	1	1.81%	Reduced
331	United Capital Financial Advisors Irving, Texas	$113M	-$2.23M	13	0.63%	Reduced
332	Squarepoint New York	$113M	+$16.4M	33	0.44%	Increased
333	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$112M	+$13.7M	30	0.95%	Increased
334	GF Greenhouse Funds Baltimore, Maryland	$111M	+$8.86M	2	10.16%	Increased
335	TPSF Texas Permanent School Fund Austin, Texas	$111M	-$4.65M	30	1.68%	Reduced
336	Advisors Asset Management Monument, Colorado	$108M	-$40.5M	38	2.2%	Reduced
337	Anchor Capital Advisors Boston, Massachusetts	$108M	-$7.48M	3	2.78%	Reduced
338	FCM Fairholme Capital Management South Miami, Florida	$108M	-$6.86M	1	9%	Reduced
339	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$107M	-$4.06M	11	0.57%	Reduced
340	NC Nitorum Capital New York	$105M	-$5.07M	2	9.92%	Reduced
341	VHMC Value Holdings Management Company Hampton Bays, New York	$105M	-$716K	7	23.71%	Reduced
342	PCM Palestra Capital Management New York	$105M	-$52.8M	1	5.76%	Reduced
343	Homestead Advisers Arlington, Virginia	$104M	-$1.5M	6	2.79%	Reduced
344	Cambridge Investment Research Advisors Fairfield, Iowa	$102M	-$3.89M	31	0.53%	Reduced
345	Mawer Investment Management Calgary, Alberta, Canada	$102M	+$839K	2	0.58%	Increased
346	SCM Sandler Capital Management New York	$102M	+$56.7M	6	10.46%	Increased
347	Gateway Investment Advisers Cincinnati, Ohio	$102M	-$6.51M	3	1.26%	Reduced
348	Kornitzer Capital Management Shawnee Mission, Kansas	$101M	-$6.46M	14	2.05%	Reduced
349	HCC Hill City Capital Boston, Massachusetts	$101M	+$45.9M	3	17.54%	Increased
350	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$100M	+$3.7M	9	1.71%	Increased