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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	Nikko Asset Management Americas New York	$92.1M	+$1.26M	2	0.68%	Increased
377	TD Waterhouse Canada Toronto, Ontario, Canada	$91.2M	+$21.3M	24	0.89%	Increased
378	ACM Ashford Capital Management Wilmington, Delaware	$91.2M	-$6.73M	3	9.82%	Reduced
379	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$90.7M	+$6.01M	31	0.9%	Increased
380	PM Pembroke Management Montreal, Quebec, Canada	$89.7M	+$300K	5	7.5%	Increased
381	Mawer Investment Management Calgary, Alberta, Canada	$89.7M	+$53.4M	3	0.43%	Increased
382	Oppenheimer & Co New York	$89.3M	-$722K	18	1.61%	Reduced
383	Creative Planning Overland Park, Kansas	$89M	+$21.7M	24	0.14%	Increased
384	WIM Weitz Investment Management Omaha, Nebraska	$88.7M	+$1.09M	2	3.93%	Increased
385	BWA Brave Warrior Advisors New York	$87.5M	+$80.5M	1	2.58%	New
386	CAM Cacti Asset Management Atlanta, Georgia	$87.2M	+$590K	1	6.77%	Increased
387	ACM Argent Capital Management St Louis, Missouri	$87.1M	-$434K	2	2.74%	Reduced
388	FCM Fairholme Capital Management South Miami, Florida	$86.3M	+$11.4M	1	5.01%	Increased
389	PFM Premier Fund Managers Guildford, United Kingdom	$85.8M	+$13.1M	4	3%	Increased
390	Colony Group Boston, Massachusetts	$85.7M	+$1.91M	8	1.28%	Increased
391	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$85.2M	-$17.3M	6	3.77%	Reduced
392	ACM Alua Capital Management New York	$85.1M	+$27.4M	1	5.82%	Increased
393	Tower Research Capital (TRC) New York	$84.4M	+$36.3M	73	0.81%	Increased
394	Factory Mutual Insurance Waltham, Massachusetts	$84.2M	-$1.03M	2	1.14%	Reduced
395	BAM Barrett Asset Management New York	$83.6M	-$406K	3	3.5%	Reduced
396	Fjarde Ap-fonden Stockholm, Sweden	$83.1M	-$6.16M	5	0.82%	Reduced
397	Virginia Retirement Systems Richmond, Virginia	$82.8M	-$7.29M	13	0.77%	Reduced
398	CI Cooper Investors Melbourne, Victoria, Australia	$82.8M	+$3.46M	1	5.8%	Increased
399	State of Alaska Department of Revenue Juneau, Alaska	$82.8M	-$3.96M	31	0.87%	Reduced
400	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$82.6M	-$11.9M	9	1.12%	Reduced