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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
76	Brown Advisory Baltimore, Maryland	$473M	-$1.75M	17	1.45%	Reduced
77	Macquarie Group Sydney, NSW 2000, Australia	$462M	+$1.81M	23	0.85%	Increased
78	APG Asset Management Amsterdam, Netherlands	$445M	+$70.7M	9	0.81%	Increased
79	Egerton Capital (UK) London, United Kingdom	$438M	+$341M	1	4.39%	Increased
80	Adage Capital Partners Boston, Massachusetts	$437M	-$296M	15	1.07%	Reduced
81	Federated Hermes Pittsburgh, Pennsylvania	$435M	+$29.2M	33	1.25%	Increased
82	GAMCO Investors Greenwich, Connecticut	$433M	+$32M	14	2.76%	Increased
83	Jennison Associates New York	$428M	+$124M	6	0.45%	Increased
84	Generation Investment Management London, United Kingdom	$427M	-$32.4M	1	4.35%	Reduced
85	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$423M	+$20M	10	0.82%	Increased
86	Peconic Partners New York	$420M	-$54.2M	4	67.68%	Reduced
87	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$415M	-$37M	47	0.88%	Reduced
88	UBS Group Zurich, Switzerland	$401M	+$22.8M	64	0.21%	Increased
89	Hotchkis & Wiley Capital Management Los Angeles, California	$401M	-$21.8M	2	1.61%	Reduced
90	Lazard Asset Management New York	$398M	+$59.7M	8	0.75%	Increased
91	RhumbLine Advisers Boston, Massachusetts	$395M	-$12.2M	45	0.9%	Reduced
92	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$394M	-$2.6M	2	2.91%	Reduced
93	IAM Iridian Asset Management Westport, Connecticut	$382M	+$46.4M	2	3.37%	Increased
94	State of New Jersey Common Pension Fund D Trenton, New Jersey	$380M	-$65.8M	13	1.56%	Reduced
95	Select Equity Group New York	$379M	-$647K	2	2.7%	Reduced
96	Credit Agricole Montrouge Cedex, France	$377M	-$8.61M	19	1.24%	Reduced
97	Ruane, Cunniff & Goldfarb New York	$376M	+$20.3M	2	3.48%	Increased
98	Acadian Asset Management Boston, Massachusetts	$369M	+$37.9M	19	1.67%	Increased
99	Rothschild & Co Wealth Management (UK) London, United Kingdom	$366M	+$7.82M	1	15.43%	Increased
100	New York State Teachers Retirement System (NYSTRS) Albany, New York	$347M	-$9.25M	30	0.89%	Reduced