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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	Select Equity Group New York	$277M	+$43.7M	2	2.32%	Increased
102	SAM Southeastern Asset Management Memphis, Tennessee	$270M	-$6.67M	1	2.58%	Reduced
103	IAM Iridian Asset Management Westport, Connecticut	$268M	-$80.3M	3	2.28%	Reduced
104	Thrivent Financial for Lutherans Minneapolis, Minnesota	$268M	+$44.7M	29	1.3%	Increased
105	Macquarie Group Sydney, NSW 2000, Australia	$267M	-$2.7M	23	0.54%	Reduced
106	Jennison Associates New York	$262M	+$2.96M	4	0.28%	Increased
107	Peconic Partners New York	$260M	-$37.9M	6	56.52%	Reduced
108	Parnassus Investments San Francisco, California	$257M	+$3.83M	1	1.65%	Increased
109	Loomis, Sayles & Company Boston, Massachusetts	$255M	+$51.9M	23	0.72%	Increased
110	Millennium Management New York	$254M	-$120M	36	0.63%	Reduced
111	Pzena Investment Management New York	$253M	+$13.4M	4	1.56%	Increased
112	RhumbLine Advisers Boston, Massachusetts	$252M	+$10.5M	45	0.78%	Increased
113	GAMCO Investors Greenwich, Connecticut	$245M	-$131K	10	1.61%	Reduced
114	Kovitz Investment Group Partners Chicago, Illinois	$241M	+$215M	5	14.21%	New
115	Adage Capital Partners Boston, Massachusetts	$237M	+$89M	10	0.64%	Increased
116	Sterling Capital Management Charlotte, North Carolina	$233M	+$3.24M	12	2.12%	Increased
117	Canada Life Winnipeg, Manitoba, Canada	$233M	-$31.9M	40	0.84%	Reduced
118	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$233M	+$1.33M	1	1.63%	Increased
119	Credit Agricole Montrouge Cedex, France	$229M	-$6.04M	19	1.08%	Reduced
120	TP Theleme Partners London, United Kingdom	$227M	+$23.2M	2	15.26%	Increased
121	VFA Virtus Fund Advisers Hartford, Connecticut	$224M	-$1.69M	14	1.98%	Reduced
122	STRS Ohio Columbus, Ohio	$219M	+$6.36M	27	0.98%	Increased
123	BAMCO Inc New York	$218M	+$14.4M	5	1.15%	Increased
124	Rothschild & Co Wealth Management (UK) London, United Kingdom	$217M	+$1.32M	1	14.23%	Increased
125	HSBC Holdings London, United Kingdom	$217M	-$20.9M	25	0.61%	Reduced