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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	PineBridge Investments New York	$115M	-$14M	10	1.28%	Reduced
352	INTECH Investment Management West Palm Beach, Florida	$114M	+$15.9M	13	1.69%	Increased
353	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$114M	-$6.92M	17	0.75%	Reduced
354	Oppenheimer & Co New York	$114M	-$1.17M	20	2.36%	Reduced
355	Cookson Peirce & Co Pittsburgh, Pennsylvania	$114M	-$2.06M	8	7.47%	Reduced
356	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$114M	+$6.65M	23	0.81%	Increased
357	PCM Palestra Capital Management New York	$113M	+$49.7M	1	5.97%	Increased
358	AAM ACK Asset Management Greenwich, Connecticut	$111M	-$216K	3	16.15%	Reduced
359	OMERS Administration Corp Toronto, Ontario, Canada	$109M	+$451K	3	1.65%	Increased
360	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$109M	-$23.3M	31	0.9%	Reduced
361	NC Nitorum Capital New York	$109M	-$5.62M	2	11.88%	Reduced
362	TC TwinBeech Capital Purchase, New York	$108M	+$80.9M	15	2.08%	Increased
363	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$108M	+$3.87M	11	1.67%	Increased
364	Erste Asset Management Vienna, Austria	$108M	+$3.34M	8	1.85%	Increased
365	Calamos Advisors Naperville, Illinois	$107M	+$85.6K	10	0.55%	Increased
366	Davis Selected Advisers Tucson, Arizona	$107M	-$1.08M	1	0.67%	Reduced
367	WHCM Wolf Hill Capital Management Greenwich, Connecticut	$105M	+$102M	1	8.79%	Increased
368	SG Americas Securities New York	$105M	+$40.1M	48	1.2%	Increased
369	Alyeska Investment Group Chicago, Illinois	$105M	+$19.5M	4	0.71%	Increased
370	Guggenheim Capital Chicago, Illinois	$104M	-$3.18M	24	0.89%	Reduced
371	Regions Financial Corp Birmingham, Alabama	$103M	-$920K	12	0.93%	Reduced
372	Moore Capital Management New York	$103M	-$39.3M	4	1.91%	Reduced
373	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$102M	-$11.6M	4	5.71%	Reduced
374	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$101M	-$6.45M	3	16.33%	Reduced
375	Nicholas Company Milwaukee, Wisconsin	$101M	-$1.98M	5	2.03%	Reduced