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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	VHMC Value Holdings Management Company Hampton Bays, New York	$155M	-$4.98M	5	27.42%	Reduced
352	Cubist Systematic Strategies Stamford, Connecticut	$154M	-$53.4M	33	0.87%	Reduced
353	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$153M	+$3.1M	31	1.05%	Increased
354	Bowen Hanes & Co Ponte Vedra Beach, Florida	$153M	+$1.35M	4	4.37%	Increased
355	CM Cercano Management Bellevue, Washington	$152M	-$35.9M	2	4.24%	Reduced
356	Guggenheim Capital Chicago, Illinois	$150M	+$12.9M	27	1.06%	Increased
357	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$150M	-$863K	12	1.86%	Reduced
358	Erste Asset Management Vienna, Austria	$150M	-$4.47M	9	2.04%	Reduced
359	AAM ACK Asset Management Greenwich, Connecticut	$149M	-$38.8M	2	17.35%	Reduced
360	5NCM 59 North Capital Management Houston, Texas	$146M	+$34.8M	2	8.81%	Increased
361	OMERS Administration Corp Toronto, Ontario, Canada	$146M	+$451K	4	1.67%	Increased
362	Yousif Capital Management Bloomfield Hills, Michigan	$146M	-$4.73M	35	1.62%	Reduced
363	Junto Capital Management New York	$145M	-$58.7M	2	3.21%	Reduced
364	Calamos Advisors Naperville, Illinois	$144M	+$30M	13	0.68%	Increased
365	DnB Asset Management Oslo, Norway	$144M	-$57.7M	9	0.75%	Reduced
366	Oppenheimer & Co New York	$143M	+$103K	22	2.38%	Increased
367	Pathstone Holdings Englewood, New Jersey	$143M	+$32.8M	35	0.67%	Increased
368	Pacer Advisors Malvern, Pennsylvania	$142M	-$54.6M	24	0.33%	Reduced
369	Empower Advisory Group Greenwood Village, Colorado	$141M	-$181K	8	0.53%	Reduced
370	Menora Mivtachim Holdings Ramat Gan, Israel	$141M	+$29.5M	1	1.06%	Increased
371	Liontrust Investment Partners London, United Kingdom	$141M	-$17.6M	3	1.96%	Reduced
372	Daiwa Securities Group Tokyo, Japan	$141M	+$1.87M	14	0.79%	Increased
373	Tudor Investment Corp Stamford, Connecticut	$140M	-$13.5M	24	0.89%	Reduced
374	MG Meritage Group San Francisco, California	$139M	+$124M	1	3.28%	New
375	TP Theleme Partners London, United Kingdom	$139M	-$65.4M	1	7.06%	Reduced