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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
376	Jupiter Asset Management London, United Kingdom	$55.6M	+$3.63M	5	1.9%	Increased
377	HCM Highline Capital Management New York	$55M	-$46.8M	1	1.56%	Reduced
378	Susquehanna International Group Bala Cynwyd, Pennsylvania	$54.6M	-$1.24M	28	0.02%	Reduced
379	DekaBank Deutsche Girozentrale Frankfurt, Germany	$54M	+$4.24M	12	0.42%	Increased
380	AEGON Asset Management (UK) Edinburgh, United Kingdom	$53.9M	-$47.5K	2	1.48%	Reduced
381	ALPS Advisors Denver, Colorado	$53.8M	-$5.6M	9	0.38%	Reduced
382	Gulf International Bank (UK) London, United Kingdom	$53.5M	+$1.09M	8	0.72%	Increased
383	AIM Assured Investment Management New York	$53.3M	+$27.6M	9	1.09%	Increased
384	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$53.1M	+$24M	3	3.29%	Increased
385	Fiduciary Management Inc Milwaukee, Wisconsin	$52.9M	+$10.8M	1	0.31%	Increased
386	AP Altarock Partners West Palm Beach, Florida	$52M	$0	1	7.6%	Maintained
387	TA Teton Advisors Rye, New York	$51.8M	-$225K	9	4.8%	Reduced
388	Oregon Public Employees Retirement Fund Tigard, Oregon	$51.6M	+$66K	18	0.83%	Increased
389	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$51.5M	+$1.83M	2	7.85%	Increased
390	SAM Shell Asset Management The Hague, Netherlands	$51.3M	-$3.69M	23	1.14%	Reduced
391	SCM Steadfast Capital Management New York	$50.9M	-$2M	1	0.79%	Reduced
392	Mitsubishi UFJ Asset Management Tokyo, Japan	$50.6M	+$7.69M	10	1.19%	Increased
393	KeyBank National Association Cleveland, Ohio	$50.5M	-$3.13M	14	0.3%	Reduced
394	Vident Investment Advisory Alpharetta, Georgia	$50.5M	+$11.2M	8	2.74%	Increased
395	PFC Poplar Forest Capital Pasadena, California	$50.4M	-$1.27M	1	4.38%	Reduced
396	Williams Jones & Associates New York	$50.4M	-$2.7M	5	1.24%	Reduced
397	CAM Cacti Asset Management Atlanta, Georgia	$49.9M	+$4.16M	1	4.22%	Increased
398	Axiom Investors Greenwich, Connecticut	$49.7M	-$17.8M	3	1.12%	Reduced
399	Oaktree Capital Management Los Angeles, California	$49.5M	-$17.7M	1	0.74%	Reduced
400	Dai-ichi Life Insurance Company Tokyo, Japan	$49M	-$2.11M	6	1.04%	Reduced