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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	Bowen Hanes & Co Ponte Vedra Beach, Florida	$154M	-$132K	4	4.26%	Reduced
352	KeyBank National Association Cleveland, Ohio	$152M	+$4.06M	22	0.62%	Increased
353	MML Investors Services Springfield, Massachusetts	$152M	-$17.1M	28	0.61%	Reduced
354	SI Standard Investments New York	$148M	-$35.1M	2	8.3%	Reduced
355	Tudor Investment Corp Stamford, Connecticut	$148M	+$25.1M	34	0.76%	Increased
356	Daiwa Securities Group Tokyo, Japan	$147M	+$14.4M	15	0.78%	Increased
357	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$146M	+$10.8M	14	1.73%	Increased
358	TP Theleme Partners London, United Kingdom	$146M	+$39.5M	1	7.01%	Increased
359	SHIM Spruce House Investment Management New York	$145M	$0	1	9.57%	Maintained
360	Första AP-fonden Stockholm, Sweden	$145M	+$12.4M	13	1.29%	Increased
361	DnB Asset Management Oslo, Norway	$144M	+$2.34M	11	0.69%	Increased
362	PineBridge Investments New York	$142M	+$32M	8	1.15%	Increased
363	Brandes Investment Partners La Jolla, California	$141M	-$570K	5	1.74%	Reduced
364	IR IAT Reinsurance New York	$141M	-$1.96M	1	29.69%	Reduced
365	Rubric Capital Management (New York) New York	$140M	+$25.6M	1	3.67%	Increased
366	John W. Bristol & Co New York	$140M	-$3.23M	1	2.26%	Reduced
367	CDH Charles D. Hyman	$138M	-$4.58M	4	7.67%	Reduced
368	Empower Advisory Group Greenwood Village, Colorado	$136M	+$6.64M	6	0.51%	Increased
369	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$136M	+$95.6M	14	0.39%	Increased
370	Anchor Capital Advisors Boston, Massachusetts	$136M	+$11.3M	4	3.82%	Increased
371	Kestra Advisory Services Austin, Texas	$134M	+$10.8M	25	0.75%	Increased
372	Oppenheimer & Co New York	$134M	-$2.17M	22	2.12%	Reduced
373	VC Voss Capital Houston, Texas	$133M	-$51.5M	3	13.31%	Reduced
374	INTECH Investment Management West Palm Beach, Florida	$133M	+$36.6M	25	1.66%	Increased
375	Pathstone Holdings Englewood, New Jersey	$133M	-$745K	38	0.6%	Reduced