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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	Castle Hook Partners New York	$230M	+$180M	1	1.17%	Increased
327	Icahn Carl Sunny Isles Beach, Florida	$230M	+$94.3M	1	2.51%	Increased
328	Empower Advisory Group Greenwood Village, Colorado	$229M	+$3.73M	4	0.64%	Increased
329	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$229M	+$4.41M	14	1.85%	Increased
330	Trexquant Investment Stamford, Connecticut	$226M	-$11M	27	2.33%	Reduced
331	VHMC Value Holdings Management Company Hampton Bays, New York	$225M	-$1.4M	5	36%	Reduced
332	Första AP-fonden Stockholm, Sweden	$223M	+$12.6M	14	1.33%	Increased
333	Carson Wealth (CWM LLC) Omaha, Nebraska	$223M	+$30.3M	68	0.67%	Increased
334	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$223M	+$57.8M	23	3.54%	Increased
335	CCM Coliseum Capital Management Rowayton, Connecticut	$222M	+$17M	1	21.7%	Increased
336	First Manhattan New York	$221M	+$50.6M	14	0.58%	Increased
337	WCM Investment Management Laguna Beach, California	$218M	+$84.5M	8	0.45%	Increased
338	Jones Financial Companies Des Peres, Missouri	$218M	+$29.6M	56	0.15%	Increased
339	Cannell & Spears New York	$216M	+$38.5M	8	4.07%	Increased
340	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$214M	-$33.7M	14	1.93%	Reduced
341	Kestra Advisory Services Austin, Texas	$214M	+$17.6M	30	0.98%	Increased
342	M&G plc London, United Kingdom	$212M	-$3.71M	10	1.13%	Reduced
343	State of Michigan Retirement System Lansing, Michigan	$210M	-$600K	24	1.01%	Reduced
344	M&T Bank Buffalo, New York	$209M	-$16.4M	25	0.7%	Reduced
345	Amalgamated Bank New York	$208M	-$8.93M	59	1.49%	Reduced
346	WorldQuant Millennium Advisors New York	$206M	+$106M	13	0.89%	Increased
347	Police & Firemen's Retirement System of New Jersey Trenton, New Jersey	$206M	+$19.9M	61	1.65%	Increased
348	J. Safra Sarasin Holding	$206M	-$19.6M	13	3.32%	Reduced
349	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$205M	-$5.83M	35	1.03%	Reduced
350	Sarasin & Partners London, United Kingdom	$204M	-$161M	3	2%	Reduced