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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	Axa Paris, France	$301M	+$19M	11	1.2%	Increased
102	GAMCO Investors Greenwich, Connecticut	$300M	+$11.5M	11	1.63%	Increased
103	Macquarie Group Sydney, NSW 2000, Australia	$300M	-$16.9M	24	0.59%	Reduced
104	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$297M	+$2.6M	1	2.61%	Increased
105	Brandywine Global Investment Management Philadelphia, Pennsylvania	$295M	+$27.9M	17	1.85%	Increased
106	Lone Pine Capital Greenwich, Connecticut	$290M	+$178M	1	1.09%	Increased
107	VOYA Investment Management Atlanta, Georgia	$289M	+$1.02M	40	0.66%	Increased
108	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$287M	-$58.2M	1	3.49%	Reduced
109	Millennium Management New York	$284M	-$90.2M	42	0.54%	Reduced
110	Gotham Asset Management New York	$281M	-$43.2M	21	2.35%	Reduced
111	Peconic Partners New York	$280M	+$38M	5	45.27%	Increased
112	First Trust Advisors Wheaton, Illinois	$279M	+$27.1M	37	0.72%	Increased
113	Canada Life Winnipeg, Manitoba, Canada	$278M	-$9.57M	39	0.96%	Reduced
114	Renaissance Technologies New York	$276M	-$89.6M	39	0.63%	Reduced
115	State of Wisconsin Investment Board Madison, Wisconsin	$276M	-$13.4M	21	0.97%	Reduced
116	Jennison Associates New York	$270M	-$14.7M	9	0.25%	Reduced
117	Egerton Capital (UK) London, United Kingdom	$269M	+$277M	1	3.4%	New
118	Barclays London, United Kingdom	$267M	-$42.3M	47	0.3%	Reduced
119	Eagle Asset Management St Petersburg, Florida	$264M	+$5.33M	7	1.48%	Increased
120	TCM Tran Capital Management San Rafael, California	$261M	-$3M	1	6.15%	Reduced
121	RhumbLine Advisers Boston, Massachusetts	$259M	-$20.3M	44	0.82%	Reduced
122	SCM Shapiro Capital Management Atlanta, Georgia	$254M	+$35.4M	3	6.2%	Increased
123	BNP Paribas Financial Markets Paris, France	$251M	-$22.1M	49	0.7%	Reduced
124	STRS Ohio Columbus, Ohio	$249M	+$39.9M	27	1.09%	Increased
125	Westfield Capital Management Boston, Massachusetts	$249M	+$33.5M	2	1.52%	Increased