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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	SCA Southpoint Capital Advisors New York	$176M	+$180M	1	4.09%	New
402	Virginia Retirement Systems Richmond, Virginia	$175M	+$25.4M	21	1.04%	Increased
403	BOI Bank of Italy Rome, Italy	$173M	+$29.3M	1	7.52%	Increased
404	ArrowMark Colorado Holdings Denver, Colorado	$173M	+$14.5M	7	3.8%	Increased
405	MDSL M.D. Sass LLC New York	$172M	-$1.01M	3	13.57%	Reduced
406	NPIC Neumeier Poma Investment Counsel Carmel, California	$169M	-$39.1M	7	13.97%	Reduced
407	Pacer Advisors Malvern, Pennsylvania	$168M	-$112M	32	0.43%	Reduced
408	SAM Scopus Asset Management New York	$168M	+$3.85M	8	2.74%	Increased
409	Altshuler Shaham Tel Aviv, Israel	$168M	+$13.7M	7	2.55%	Increased
410	Sanctuary Advisors Indianapolis, Indiana	$167M	+$12.3M	32	0.91%	Increased
411	MAMU Marathon Asset Management (UK) London, United Kingdom	$167M	-$8.34M	2	6.42%	Reduced
412	Sarasin & Partners London, United Kingdom	$166M	-$39.2M	3	1.72%	Reduced
413	FACM Forest Avenue Capital Management Miami, Florida	$165M	-$5.21M	2	10.9%	Reduced
414	AGF Management Toronto, Ontario, Canada	$165M	-$1.29M	12	0.72%	Reduced
415	Natixis Paris, France	$164M	+$16.9M	25	0.58%	Increased
416	Rubric Capital Management (New York) New York	$164M	-$15.8M	1	1.96%	Reduced
417	Gateway Investment Advisers Cincinnati, Ohio	$163M	+$6.26M	11	1.51%	Increased
418	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$162M	+$46.4M	13	0.96%	Increased
419	Yousif Capital Management Bloomfield Hills, Michigan	$161M	-$6.8M	36	1.77%	Reduced
420	Fjarde Ap-fonden Stockholm, Sweden	$161M	+$9.79M	13	1.35%	Increased
421	Aptus Capital Advisors Fairhope, Alabama	$160M	+$14.7M	20	1.15%	Increased
422	GCM Gladstone Capital Management London, United Kingdom	$160M	+$87.8M	2	16.49%	Increased
423	EAM Exane Asset Management Paris, France	$160M	+$34.4M	2	33.58%	Increased
424	Ceredex Value Advisors Orlando, Florida	$157M	+$17.4M	8	4.72%	Increased
425	Antipodes Partners Royal Exchange, Australia	$156M	-$42.3M	1	3.28%	Reduced