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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
401	Sanctuary Advisors Indianapolis, Indiana	$243M	-$7.84M	40	1.12%	Reduced
402	Glenmede Trust Philadelphia, Pennsylvania	$241M	+$19.3M	29	1.06%	Increased
403	Nomura Holdings Tokyo, Japan	$240M	+$139M	19	0.28%	Increased
404	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$238M	+$6.92M	3	13.34%	Increased
405	Evercore Wealth Management New York	$237M	-$40.1M	9	3.35%	Reduced
406	Capital International Inc Los Angeles, California	$235M	+$8.76M	6	1.65%	Increased
407	Channing Capital Management Chicago, Illinois	$235M	+$9.42M	4	5.41%	Increased
408	LCI L1 Capital International Sydney NSW 2000, Australia	$235M	-$7.67M	3	13.76%	Reduced
409	Junto Capital Management New York	$233M	+$229M	3	4.1%	New
410	NEOS Investment Management Westport, Connecticut	$233M	+$26.6M	13	0.86%	Increased
411	Montrusco Bolton Investments Montreal, Quebec, Canada	$232M	-$53M	3	3.6%	Reduced
412	Jupiter Asset Management London, United Kingdom	$231M	-$11.9M	10	1.14%	Reduced
413	Vanguard Personalized Indexing Management Oakland, California	$229M	+$8.72M	47	1.88%	Increased
414	&Partners Nashville, Tennessee	$229M	+$14.9M	32	0.94%	Increased
415	Union Bancaire Privee Geneva 1, Switzerland	$229M	+$26.9M	15	2.5%	Increased
416	First Manhattan New York	$229M	-$46M	19	0.58%	Reduced
417	INTECH Investment Management West Palm Beach, Florida	$227M	-$44.9M	46	2.09%	Reduced
418	Erste Asset Management Vienna, Austria	$227M	+$26.2M	12	1.77%	Increased
419	TBC Tweedy, Browne Co Stamford, Connecticut	$226M	-$367K	1	17.11%	Reduced
420	SCA Southpoint Capital Advisors New York	$225M	+$259M	2	5.13%	New
421	Longview Asset Management (Illinois) Chicago, Illinois	$224M	$0	1	2.26%	Maintained
422	LBW Landesbank Baden-Wuerttemberg Stuttgart Baden-Wuerttemberg, Germany	$222M	-$2.14M	1	82.67%	Reduced
423	MC Metropolis Capital Amersham, United Kingdom	$222M	-$103M	1	6.44%	Reduced
424	Menora Mivtachim Holdings Ramat Gan, Israel	$221M	+$408K	2	0.86%	Increased
425	EFG International Zurich,	$220M	-$15.5M	23	4.03%	Reduced