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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	South Dakota Investment Council Sioux Falls, South Dakota	$55.3M	-$23.1M	18	1.17%	Reduced
352	Raymond James Financial Services Advisors St. Petersburg, Florida	$54.6M	+$2.4M	23	0.46%	Increased
353	Rockefeller Financial Services New York	$54.5M	+$48.8M	6	1.11%	Increased
354	Hosking Partners London, United Kingdom	$54.4M	+$7.84M	3	1.74%	Increased
355	Boston Trust Walden Boston, Massachusetts	$54.2M	-$945K	3	0.85%	Reduced
356	MC Maplelane Capital New York	$53.9M	+$43M	2	2.25%	Increased
357	Oaktree Capital Management Los Angeles, California	$53.9M	-$590K	1	0.8%	Reduced
358	NN Investment Partners Holdings The Hague, Netherlands	$53.4M	-$3.7M	10	0.5%	Reduced
359	AGF Investments Inc Toronto, Ontario, Canada	$53.3M	-$57.7M	6	0.61%	Reduced
360	Banco Santander Madrid, Spain	$53M	+$60.6M	1	1.4%	New
361	SCM Sandler Capital Management New York	$52.8M	+$38.9M	6	4.73%	Increased
362	DCM Dupont Capital Management Wilmington, Delaware	$52.6M	-$16.5M	11	1.18%	Reduced
363	HCM Highfields Capital Management Boston, Massachusetts	$52.3M	$0	1	0.43%	Maintained
364	MDSL M.D. Sass LLC New York	$51.8M	-$3.59M	1	2.91%	Reduced
365	Oregon Public Employees Retirement Fund Tigard, Oregon	$51.4M	+$756K	18	1.06%	Increased
366	Jefferies Group New York	$51.1M	+$18.2M	17	0.29%	Increased
367	Heritage Investors Management Corp Bethesda, Maryland	$51M	-$1.19M	3	3.61%	Reduced
368	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$51M	+$14.1M	3	8.83%	Increased
369	KAM Keeley Asset Management Chicago, Illinois	$50.5M	-$5.8M	6	2.15%	Reduced
370	Vaughan David Investments Peoria, Illinois	$49.9M	-$3.54M	2	2.66%	Reduced
371	AR Advisory Research Chicago, Illinois	$49.4M	+$4.38M	7	0.73%	Increased
372	Saturna Capital Bellingham, Washington	$49.1M	-$1.13M	1	1.73%	Reduced
373	TA Teton Advisors Rye, New York	$49M	-$5.8M	9	4.91%	Reduced
374	FP Foundry Partners Minneapolis, Minnesota	$48.8M	+$3.68M	12	2.11%	Increased
375	PFC Poplar Forest Capital Pasadena, California	$48.3M	-$5.2M	1	4.05%	Reduced