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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
351	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$306M	+$10.7M	39	2.08%	Increased
352	Eventide Asset Management Boston, Massachusetts	$305M	+$45.3M	9	4.08%	Increased
353	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$303M	+$3.44M	19	2.4%	Increased
354	Beck Mack & Oliver New York	$303M	-$15.6M	4	5.9%	Reduced
355	ING Group Amsterdam, Netherlands	$302M	-$21.7M	16	1.47%	Reduced
356	Alphinity Investment Management Sydney, Australia	$302M	-$341M	1	5.02%	Reduced
357	Conestoga Capital Advisors Wayne, Pennsylvania	$300M	-$42.8M	5	6.53%	Reduced
358	Algert Global San Francisco, California	$297M	-$18.8M	32	3.53%	Reduced
359	PPC Park Presidio Capital San Francisco, California	$297M	-$808K	2	16.81%	Reduced
360	Fred Alger Management New York	$294M	-$204M	14	0.98%	Reduced
361	Pathstone Holdings Englewood, New Jersey	$292M	+$5.04M	43	0.85%	Increased
362	DCM DME Capital Management New York	$291M	-$4.34M	2	7.45%	Reduced
363	Viking Global Investors Stamford, Connecticut	$290M	-$257M	1	0.83%	Reduced
364	Natixis Paris, France	$289M	+$66.8M	23	1.16%	Increased
365	Bridgewater Associates Westport, Connecticut	$289M	-$192M	21	1.19%	Reduced
366	TCAM Turtle Creek Asset Management Toronto, Ontario, Canada	$288M	-$28.2M	2	11.26%	Reduced
367	London Company of Virginia Richmond, Virginia	$287M	-$18.4M	4	1.64%	Reduced
368	Maverick Capital Dallas, Texas	$285M	-$52.4M	2	2.52%	Reduced
369	Trexquant Investment Stamford, Connecticut	$284M	+$57.5M	34	1.67%	Increased
370	Polar Capital Holdings London, United Kingdom	$284M	+$23.1M	2	0.67%	Increased
371	BG Bollard Group Boston, Massachusetts	$283M	+$5.73M	5	8.6%	Increased
372	Skye Global Management West Palm Beach, Florida	$281M	-$13.1M	3	5.47%	Reduced
373	TCW Group Los Angeles, California	$280M	+$54.7M	18	1.88%	Increased
374	Coatue Management New York	$279M	+$30.9M	3	0.57%	Increased
375	EC Eleva Capital Paris, France	$279M	$0	1	81.27%	Maintained