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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
451	PPC Park Presidio Capital San Francisco, California	$105M	-$1.98M	2	23.83%	Reduced
452	Cartenna Capital Stamford, Connecticut	$103M	+$11.9M	3	4.97%	Increased
453	W.H. Reaves & Co Jersey City, New Jersey	$102M	+$15.6M	3	2.7%	Increased
454	Jones Financial Companies Des Peres, Missouri	$102M	+$30.7M	48	0.1%	Increased
455	IFM Investors Melbourne, Australia	$102M	-$10.1M	10	1.04%	Reduced
456	WCM Investment Management Laguna Beach, California	$102M	-$56.5M	6	0.24%	Reduced
457	Bridgewater Associates Westport, Connecticut	$102M	+$45.3M	9	0.47%	Increased
458	PineBridge Investments New York	$102M	-$64.7M	17	0.77%	Reduced
459	USS Investment Management London, United Kingdom	$102M	-$6.54M	10	0.71%	Reduced
460	Vaughan David Investments Peoria, Illinois	$101M	-$1.05M	4	2.38%	Reduced
461	SAM Scopus Asset Management New York	$100M	-$20.6M	5	2.38%	Reduced
462	UniSuper Management Melbourne, Victoria, Australia	$99.9M	+$2.74M	11	0.72%	Increased
463	Whittier Trust South Pasadena, California	$99.8M	+$1.63M	21	1.31%	Increased
464	AIA Group Hong Kong	$99.5M	-$4.83M	3	2.4%	Reduced
465	Brown Brothers Harriman & Co New York	$99M	+$7.81M	25	0.69%	Increased
466	Engineers Gate Manager New York	$99M	-$15.6M	45	1.72%	Reduced
467	Tudor Investment Corp Stamford, Connecticut	$98.3M	-$32.4M	27	0.37%	Reduced
468	Aware Super Sydney, Australia	$97.8M	+$103M	4	1.56%	New
469	Utah Retirement Systems Salt Lake City, Utah	$97.8M	-$172K	21	1.08%	Reduced
470	AMF Tjänstepension Stockholm, Sweden	$97.2M	-$99.7M	5	0.69%	Reduced
471	Huntington National Bank Columbus, Ohio	$97.2M	+$1.8M	48	0.69%	Increased
472	Sterling Capital Management Charlotte, North Carolina	$96.2M	-$4.54M	59	1.32%	Reduced
473	Oppenheimer Asset Management New York	$95.5M	+$6.06M	24	1.16%	Increased
474	Thornburg Investment Management Santa Fe, New Mexico	$95.4M	+$2.5M	5	1.26%	Increased
475	BG Bollard Group Boston, Massachusetts	$95.2M	-$11.5M	6	2.64%	Reduced