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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	Frontier Capital Management Boston, Massachusetts	$510M	-$32.6M	8	3.68%	Reduced
77	GAMCO Investors Greenwich, Connecticut	$509M	+$27.1M	15	3.15%	Increased
78	Royce & Associates New York	$505M	-$31.5M	29	3.35%	Reduced
79	IAM Iridian Asset Management Westport, Connecticut	$501M	+$141M	2	4.28%	Increased
80	Artisan Partners Milwaukee, Wisconsin	$489M	+$48.6M	5	0.9%	Increased
81	Hotchkis & Wiley Capital Management Los Angeles, California	$479M	+$57.9M	4	1.89%	Increased
82	William Blair Investment Management Chicago, Illinois	$456M	-$108M	8	1.63%	Reduced
83	EdgePoint Investment Group Toronto, Ontario, Canada	$446M	+$197M	2	6.67%	Increased
84	RhumbLine Advisers Boston, Massachusetts	$433M	+$9.56M	46	0.94%	Increased
85	Ruane, Cunniff & Goldfarb New York	$432M	+$27.9M	2	3.78%	Increased
86	UBS Group Zurich, Switzerland	$430M	-$6.41M	64	0.2%	Reduced
87	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$427M	-$4.46M	10	0.79%	Reduced
88	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$421M	+$56.8M	2	2.98%	Increased
89	State of New Jersey Common Pension Fund D Trenton, New Jersey	$418M	+$13.6M	15	1.67%	Increased
90	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$411M	-$32.5M	47	0.91%	Reduced
91	Credit Agricole Montrouge Cedex, France	$405M	-$2.71M	22	1.38%	Reduced
92	Peconic Partners New York	$404M	-$39.6M	6	65.22%	Reduced
93	Lazard Asset Management New York	$395M	-$9.45M	8	0.71%	Reduced
94	Generation Investment Management London, United Kingdom	$393M	-$40.2M	1	3.78%	Reduced
95	APG Asset Management Amsterdam, Netherlands	$386M	-$97M	10	0.64%	Reduced
96	Viking Global Investors Stamford, Connecticut	$386M	-$803M	1	2.5%	Reduced
97	Asset Management One Tokyo, Japan	$379M	+$35.2M	19	0.89%	Increased
98	Two Sigma Investments New York	$372M	+$44M	30	1.32%	Increased
99	New York State Teachers Retirement System (NYSTRS) Albany, New York	$371M	-$1.18M	31	0.93%	Reduced
100	Brown Advisory Baltimore, Maryland	$363M	-$72.7M	16	1.2%	Reduced