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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
101	Canada Life Winnipeg, Manitoba, Canada	$348M	+$2.69M	38	1.14%	Increased
102	HA Heartland Advisors Milwaukee, Wisconsin	$341M	-$8.13M	11	5.93%	Reduced
103	VFA Virtus Fund Advisers Hartford, Connecticut	$338M	+$326M	42	2.37%	New
104	Citigroup New York	$331M	+$78.8M	54	0.32%	Increased
105	AL AJO LP Philadelphia, Pennsylvania	$327M	+$28.9M	9	1.4%	Increased
106	First Trust Advisors Wheaton, Illinois	$325M	+$75.2M	36	1.35%	Increased
107	BNP Paribas Financial Markets Paris, France	$323M	-$156M	41	0.3%	Reduced
108	NFA Nationwide Fund Advisors Columbus, Ohio	$323M	-$13.9M	50	1.31%	Reduced
109	State Board of Administration of Florida Retirement System Tallahassee, Florida	$322M	-$2.45M	39	1.02%	Reduced
110	Point72 Asset Management Stamford, Connecticut	$321M	+$316M	11	2.06%	New
111	RIM Rainier Investment Management Seattle, Washington	$317M	-$48.7M	6	4.9%	Reduced
112	Pictet Asset Management (UK) London, United Kingdom	$317M	+$1.46M	14	1.51%	Increased
113	Dodge & Cox San Francisco, California	$316M	-$136M	5	0.3%	Reduced
114	Brandes Investment Partners La Jolla, California	$313M	+$2.83M	5	3.79%	Increased
115	RhumbLine Advisers Boston, Massachusetts	$312M	-$13.6M	45	0.92%	Reduced
116	Barclays London, United Kingdom	$305M	-$56.5M	51	0.32%	Reduced
117	PNC Financial Services Group Pittsburgh, Pennsylvania	$294M	+$4.66M	43	0.38%	Increased
118	Ruane, Cunniff & Goldfarb New York	$292M	+$114M	3	1.56%	Increased
119	Millennium Management New York	$292M	-$93.7M	34	0.81%	Reduced
120	TCM Tran Capital Management San Rafael, California	$287M	-$13.1M	2	5.02%	Reduced
121	William Blair & Company Chicago, Illinois	$283M	-$77.1M	12	0.46%	Reduced
122	Swiss National Bank Zurich, Switzerland	$282M	-$2.03M	42	1.04%	Reduced
123	Fred Alger Management New York	$277M	-$60.4M	12	1.37%	Reduced
124	STRS Ohio Columbus, Ohio	$273M	+$71.4M	26	1.22%	Increased
125	VanEck Associates New York	$272M	-$120M	11	1.26%	Reduced