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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	L1 Capital Melbourne VIC 3000, Australia	$129M	-$31.8M	1	11.07%	Reduced
402	Trexquant Investment Stamford, Connecticut	$128M	+$13.9M	29	1.62%	Increased
403	Fjarde Ap-fonden Stockholm, Sweden	$126M	+$113M	10	1.29%	New
404	Tudor Investment Corp Stamford, Connecticut	$126M	-$39.2M	28	0.46%	Reduced
405	Gateway Investment Advisers Cincinnati, Ohio	$123M	-$938K	6	1.36%	Reduced
406	Cubist Systematic Strategies Stamford, Connecticut	$121M	-$47.5M	26	0.74%	Reduced
407	Mirae Asset Global Investments Seoul, South Korea	$121M	+$20.6M	18	0.53%	Increased
408	NewEdge Advisors New Orleans, Louisiana	$121M	+$3.3M	48	0.78%	Increased
409	Guggenheim Capital Chicago, Illinois	$119M	-$15.3M	24	0.84%	Reduced
410	Williams Jones Wealth Management New York	$119M	+$1.34M	9	1.39%	Increased
411	Nomura Holdings Tokyo, Japan	$118M	+$61.2M	11	0.27%	Increased
412	Trillium Asset Management Boston, Massachusetts	$118M	-$5.64M	7	2.89%	Reduced
413	Nicholas Company Milwaukee, Wisconsin	$118M	-$4.49M	5	1.91%	Reduced
414	SAM Scopus Asset Management New York	$117M	+$8.41M	6	2.07%	Increased
415	WBG Wharton Business Group Malvern, Pennsylvania	$117M	+$13.6M	4	5.26%	Increased
416	Engineers Gate Manager New York	$117M	-$5.04M	38	2.28%	Reduced
417	Homestead Advisers Arlington, Virginia	$115M	+$9.39M	4	2.75%	Increased
418	5NCM 59 North Capital Management Houston, Texas	$115M	-$65.4M	2	5.17%	Reduced
419	IFM Investors Melbourne, Australia	$115M	+$1.99M	10	1.1%	Increased
420	Walleye Capital New York	$114M	+$12.4M	32	0.24%	Increased
421	Skye Global Management West Palm Beach, Florida	$114M	+$49.1M	2	2.74%	Increased
422	WorldQuant Millennium Advisors New York	$112M	+$30.6M	7	0.82%	Increased
423	BG Bollard Group Boston, Massachusetts	$112M	+$4.33M	8	2.98%	Increased
424	IR IAT Reinsurance New York	$112M	$0	1	25.26%	Maintained
425	Quilter Plc London, United Kingdom	$111M	-$3.13M	4	2.27%	Reduced