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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
576	Allstate Corporation Northbrook, Illinois	$131M	-$15M	32	1.31%	Reduced
577	Savant Capital Rockford, Illinois	$130M	+$42.8M	35	0.38%	Increased
578	Voleon Capital Management Berkeley, California	$129M	+$24.6M	21	2.36%	Increased
579	Badgley Phelps Wealth Managers Seattle, Washington	$129M	+$3.03M	7	2.26%	Increased
580	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$128M	+$5.1M	3	0.98%	Increased
581	ACM Anomaly Capital Management New York	$128M	+$31.5M	1	4.88%	Increased
582	ACM Argent Capital Management St Louis, Missouri	$128M	-$29.5M	7	4.03%	Reduced
583	Employees Retirement System of Texas Austin, Texas	$127M	+$44.3M	11	1.01%	Increased
584	Homestead Advisers Arlington, Virginia	$126M	-$7.4M	4	3.14%	Reduced
585	HB Wealth Management Atlanta, Georgia	$126M	-$2.72M	28	0.71%	Reduced
586	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$126M	+$31.8M	2	8.78%	Increased
587	Jain Global New York	$126M	+$53.3M	23	0.5%	Increased
588	CSM Advisors Warrendale, Pennsylvania	$126M	-$22.7M	11	2.69%	Reduced
589	DFO Duquesne Family Office New York	$126M	+$57.3M	3	2.42%	Increased
590	RWA Wealth Partners Newton, Massachusetts	$126M	-$3.44M	7	1.2%	Reduced
591	B BloombergSen Toronto, Ontario, Canada	$125M	-$3.97M	2	9.37%	Reduced
592	PA Paralel Advisors Denver, Colorado	$125M	+$3.76M	7	4.84%	Increased
593	ACG Aventail Capital Group New York	$125M	-$11.9M	11	7.14%	Reduced
594	WA Waddell & Associates Memphis, Tennessee	$124M	+$649K	11	6.16%	Increased
595	TCG Tremblant Capital Group West Palm Beach, Florida	$124M	-$4.97M	2	3.56%	Reduced
596	Nikko Asset Management Americas New York	$123M	-$5.52M	5	1.59%	Reduced
597	Saturna Capital Bellingham, Washington	$123M	+$92.3M	11	1.5%	Increased
598	AGA Altrinsic Global Advisors Stamford, Connecticut	$122M	+$41.3M	2	4.49%	Increased
599	Mesirow Financial Investment Management Chicago, Illinois	$122M	-$2.53M	8	1.92%	Reduced
600	LBP AM Paris, France	$122M	+$9.87M	12	1.22%	Increased