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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
426	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$155M	+$67.8M	20	0.4%	Increased
427	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$154M	+$3.83M	21	3.45%	Increased
428	Evercore Wealth Management New York	$154M	-$4.22M	9	2.26%	Reduced
429	Xponance Philadelphia, Pennsylvania	$153M	+$9.78M	39	1.15%	Increased
430	Milford Funds Auckland,	$153M	+$150M	2	3%	New
431	Thompson Siegel & Walmsley Richmond, Virginia	$152M	-$32.8M	9	2.55%	Reduced
432	Todd Asset Management Louisville, Kentucky	$152M	-$959K	4	2.95%	Reduced
433	1SP 140 Summer Partners New York	$150M	-$14.8M	2	11.12%	Reduced
434	Moran Wealth Management Naples, Florida	$150M	+$1.5M	14	4.6%	Increased
435	IFM Investors Melbourne, Australia	$150M	+$16.2M	12	1.25%	Increased
436	TCW Group Los Angeles, California	$150M	+$54.4M	17	1.07%	Increased
437	Sterling Capital Management Charlotte, North Carolina	$149M	-$26.7M	61	2.43%	Reduced
438	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$149M	-$59.8M	20	2.3%	Reduced
439	Lido Advisors Los Angeles, California	$149M	+$1.86M	21	0.44%	Increased
440	Tocqueville Asset Management New York	$147M	-$4.87M	9	2.15%	Reduced
441	Coatue Management New York	$147M	+$142M	1	0.37%	New
442	AAM ACK Asset Management Greenwich, Connecticut	$146M	-$10.5M	4	18.36%	Reduced
443	Macquarie Group Sydney, NSW 2000, Australia	$146M	-$1.72B	15	0.64%	Reduced
444	Evelyn Partners Investment Management London,	$146M	-$2.35M	10	4.04%	Reduced
445	Första AP-fonden Stockholm, Sweden	$144M	-$73.9M	14	0.86%	Reduced
446	Engineers Gate Manager New York	$144M	+$34.2M	41	1.71%	Increased
447	Picton Mahoney Asset Management Toronto, Ontario, Canada	$144M	+$2.25M	21	1.11%	Increased
448	Close Asset Management London, United Kingdom	$143M	+$131M	4	3.18%	Increased
449	Pzena Investment Management New York	$143M	-$356K	2	0.43%	Reduced
450	WBG Wharton Business Group Malvern, Pennsylvania	$143M	-$844K	4	5.42%	Reduced