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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	WIM Weitz Investment Management Omaha, Nebraska	$81M	+$353K	2	4.67%	Increased
402	Pacer Advisors Malvern, Pennsylvania	$80.9M	+$29.6M	15	0.35%	Increased
403	TD Waterhouse Canada Toronto, Ontario, Canada	$80.6M	-$3.11M	24	0.83%	Reduced
404	Jupiter Asset Management London, United Kingdom	$80.1M	+$56.3M	5	1.11%	Increased
405	ORIO Old Republic International (ORI) Chicago, Illinois	$79.9M	$0	1	2.55%	Maintained
406	Chartwell Investment Partners Berywn, Pennsylvania	$79.5M	-$4.92M	14	3.02%	Reduced
407	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$79.5M	+$5.98M	10	3.94%	Increased
408	AKO Capital London, United Kingdom	$79.3M	+$84.2M	1	1.21%	New
409	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$79.3M	+$18.4M	5	3.64%	Increased
410	GF Greenhouse Funds Baltimore, Maryland	$78.3M	-$27.7M	2	6.56%	Reduced
411	Blackstone Inc New York	$77.9M	+$16.6M	2	0.32%	Increased
412	Första AP-fonden Stockholm, Sweden	$77.2M	-$13.4M	8	0.91%	Reduced
413	SCM Sandler Capital Management New York	$76.7M	-$28.4M	5	6.99%	Reduced
414	BCAM Boston Common Asset Management Boston, Massachusetts	$76.4M	-$1.33M	4	1.59%	Reduced
415	John W. Bristol & Co New York	$76.4M	+$22.7M	3	1.57%	Increased
416	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$75.8M	+$39.8M	31	0.84%	Increased
417	Mercer Global Advisors Denver, Colorado	$74.6M	-$4.76M	23	0.34%	Reduced
418	Westfield Capital Management Boston, Massachusetts	$74.3M	-$272K	2	0.52%	Reduced
419	WCM Investment Management Laguna Beach, California	$74M	+$1.47M	4	0.24%	Increased
420	Quadrature Capital London, United Kingdom	$73.8M	+$5.63M	20	2.02%	Increased
421	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$73.4M	+$2.77M	7	2.44%	Increased
422	CAM Cacti Asset Management Atlanta, Georgia	$73.4M	$0	1	6.58%	Maintained
423	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$73.4M	-$8.36M	9	0.91%	Reduced
424	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$73M	-$14.6M	17	0.4%	Reduced
425	Covea Finance Paris, France	$72.5M	-$14.3M	3	4.13%	Reduced