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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
551	Oregon Public Employees Retirement Fund Tigard, Oregon	$76.1M	+$512K	33	1.4%	Increased
552	Advisors Capital Management Ridgewood, New Jersey	$75.9M	+$156K	5	1.19%	Increased
553	NA Navellier & Associates Reno, Nevada	$75.8M	+$13.1M	12	9.09%	Increased
554	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$75.7M	-$1.53M	32	1.42%	Reduced
555	LCM Lionstone Capital Management New York	$75.2M	$0	1	19.24%	Maintained
556	Guggenheim Capital Chicago, Illinois	$75M	-$45.5M	23	0.61%	Reduced
557	NRS Neville Rodie & Shaw New York	$75M	+$355K	6	5.47%	Increased
558	SCM Spyglass Capital Management San Francisco, California	$74.5M	+$8.41M	1	4.19%	Increased
559	FMI F/M Investments Washington, District of Columbia	$74.1M	-$36.6M	13	2.73%	Reduced
560	NC Nitorum Capital New York	$73.9M	-$8.27M	2	8.5%	Reduced
561	Empyrean Capital Partners Los Angeles, California	$73.9M	-$32.5M	2	3.37%	Reduced
562	GIP Granite Investment Partners El Segundo, California	$73.2M	+$12.5M	8	3.17%	Increased
563	AAM AMI Asset Management Los Angeles, California	$73.1M	-$1.21M	2	3.89%	Reduced
564	Maryland State Retirement & Pension System Baltimore, Maryland	$72.5M	-$439K	30	1.56%	Reduced
565	Addenda Capital Montreal, Quebec, Canada	$72.4M	+$3.47M	5	2.55%	Increased
566	TAM Thematics Asset Management Paris, France	$72.3M	-$10.9M	4	3.15%	Reduced
567	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$72M	+$23.7M	7	5.8%	Increased
568	Park Avenue Securities New York	$70.9M	+$5.68M	25	0.73%	Increased
569	Groupama Asset Management Paris, France	$70.7M	+$4.74M	9	1.43%	Increased
570	FFM Fisher Funds Management Auckland, New Zealand	$70.7M	+$75.7M	6	1.71%	New
571	NEOS Investment Management Westport, Connecticut	$70.6M	+$11.5M	17	1.66%	Increased
572	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$70.6M	$0	3	5.4%	Maintained
573	Moore Capital Management New York	$70.4M	+$23.1M	6	0.81%	Increased
574	Snyder Capital Management San Francisco, California	$70.3M	+$2.97M	1	1.47%	Increased
575	WIM Weitz Investment Management Omaha, Nebraska	$70.2M	-$40.3K	2	3.62%	Reduced