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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	Sterling Capital Management Charlotte, North Carolina	$183M	+$79.4M	60	2.6%	Increased
352	ABN AMRO Investment Solutions Paris Cedex 008,	$182M	+$4.61M	12	3.64%	Increased
353	Fort Washington Investment Advisors Cincinnati, Ohio	$181M	+$6.42M	9	1.04%	Increased
354	Acadian Asset Management Boston, Massachusetts	$180M	+$71.4M	28	0.37%	Increased
355	MN Services Vermogensbeheer The Hague, Netherlands	$180M	+$48.6M	12	1.25%	Increased
356	Bradley Foster & Sargent Hartford, Connecticut	$180M	+$966K	8	2.82%	Increased
357	Mutual of America Capital Management New York	$179M	-$845K	32	1.93%	Reduced
358	Walleye Capital New York	$178M	+$25.8M	26	0.69%	Increased
359	Energy Income Partners Westport, Connecticut	$178M	+$9.32M	3	3.49%	Increased
360	MDSL M.D. Sass LLC New York	$178M	-$31M	3	14.33%	Reduced
361	Mercer Global Advisors Denver, Colorado	$178M	+$17.7M	35	0.36%	Increased
362	Kestra Advisory Services Austin, Texas	$176M	+$4.81M	32	0.86%	Increased
363	Erste Asset Management Vienna, Austria	$175M	+$14.7M	15	1.47%	Increased
364	Calamos Advisors Naperville, Illinois	$173M	+$9.78M	11	0.68%	Increased
365	TBC Tweedy, Browne Co Stamford, Connecticut	$173M	-$289K	1	16%	Reduced
366	IP Interval Partners New York	$171M	+$103M	7	2.89%	Increased
367	Moore Capital Management New York	$171M	+$125M	14	2.14%	Increased
368	SHIM Spruce House Investment Management New York	$170M	$0	1	6.29%	Maintained
369	ClearBridge Investments (Australia) Sydney, Australia	$170M	+$31.6M	1	3.72%	Increased
370	First Manhattan New York	$169M	+$119M	14	0.48%	Increased
371	QRG Capital Management Chicago, Illinois	$169M	+$15.7M	21	1.47%	Increased
372	Algert Global San Francisco, California	$168M	-$15.6M	25	3.53%	Reduced
373	Groupe la Francaise Paris, France	$168M	+$15.3M	15	2.72%	Increased
374	CIBC Asset Management Toronto, Ontario, Canada	$167M	-$29.8M	30	0.52%	Reduced
375	Anchor Capital Advisors Boston, Massachusetts	$167M	-$7.11M	4	4.9%	Reduced