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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	Fidelity International Hamilton, Bermuda	$300M	+$4.05M	8	0.97%	Increased
102	Gates Capital Management New York	$298M	+$106M	2	10.47%	Increased
103	State of Wisconsin Investment Board Madison, Wisconsin	$296M	-$19M	19	1.02%	Reduced
104	D.E. Shaw & Co New York	$293M	-$57.8M	32	0.45%	Reduced
105	Jennison Associates New York	$293M	+$19.9M	7	0.27%	Increased
106	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$291M	+$3.94M	1	2.61%	Increased
107	Canada Life Winnipeg, Manitoba, Canada	$289M	-$10.5M	40	0.99%	Reduced
108	Susquehanna International Group Bala Cynwyd, Pennsylvania	$286M	+$83.9M	47	0.13%	Increased
109	Hotchkis & Wiley Capital Management Los Angeles, California	$281M	+$180M	2	0.98%	Increased
110	Brandywine Global Investment Management Philadelphia, Pennsylvania	$280M	+$42.4M	15	1.81%	Increased
111	GAMCO Investors Greenwich, Connecticut	$280M	+$10.9M	11	1.47%	Increased
112	RhumbLine Advisers Boston, Massachusetts	$275M	-$3.39M	44	0.79%	Reduced
113	VOYA Investment Management Atlanta, Georgia	$275M	-$4.75M	40	0.61%	Reduced
114	Bank of Montreal Toronto, Ontario, Canada	$272M	-$58.3M	46	0.32%	Reduced
115	BNP Paribas Financial Markets Paris, France	$270M	+$167M	46	0.75%	Increased
116	TCM Tran Capital Management San Rafael, California	$267M	-$26.3M	2	5.78%	Reduced
117	NFA Nationwide Fund Advisors Columbus, Ohio	$265M	-$21.6M	50	1.07%	Reduced
118	Ruane, Cunniff & Goldfarb New York	$263M	+$1.31M	3	1.25%	Increased
119	Eagle Asset Management St Petersburg, Florida	$263M	-$16.8M	7	1.5%	Reduced
120	Axa Paris, France	$255M	-$30.9M	16	1.05%	Reduced
121	First Trust Advisors Wheaton, Illinois	$254M	-$4.31M	34	0.75%	Reduced
122	Two Sigma Investments New York	$250M	+$50.9M	35	1.16%	Increased
123	FTCM Fir Tree Capital Management New York	$249M	-$84.8M	2	3.55%	Reduced
124	Eaton Vance Management Boston, Massachusetts	$246M	-$221M	9	0.74%	Reduced
125	State Board of Administration of Florida Retirement System Tallahassee, Florida	$245M	-$29.3M	39	0.84%	Reduced