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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	BAMCO Inc New York	$393M	-$2.98M	7	1.81%	Reduced
102	Asset Management One Tokyo, Japan	$392M	+$4.91M	24	0.88%	Increased
103	First Trust Advisors Wheaton, Illinois	$387M	+$33.2M	34	0.89%	Increased
104	Farallon Capital Management San Francisco, California	$386M	-$53.3M	1	2.68%	Reduced
105	Caledonia Investments (Australia) Sydney NSW, Australia	$385M	+$44.2M	2	7.05%	Increased
106	LM Luminus Management Houston, Texas	$383M	+$65.1M	12	7.95%	Increased
107	Eagle Asset Management St Petersburg, Florida	$376M	+$28.2M	13	2.04%	Increased
108	Citigroup New York	$363M	-$56M	55	0.3%	Reduced
109	Two Sigma Advisers New York	$362M	-$160M	37	0.98%	Reduced
110	Gabelli Funds Rye, New York	$350M	-$943K	19	2.09%	Reduced
111	Pictet Asset Management (UK) London, United Kingdom	$349M	-$7.19M	12	0.86%	Reduced
112	Thrivent Financial for Lutherans Minneapolis, Minnesota	$346M	+$2.34M	30	1.17%	Increased
113	State Board of Administration of Florida Retirement System Tallahassee, Florida	$342M	-$9.99M	44	0.94%	Reduced
114	State of Wisconsin Investment Board Madison, Wisconsin	$341M	+$8.61M	23	0.98%	Increased
115	Icahn Carl Sunny Isles Beach, Florida	$340M	-$32.9M	2	1.69%	Reduced
116	Third Point New York	$336M	+$42.8M	1	2.52%	Increased
117	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$333M	+$97.1M	24	0.56%	Increased
118	Brandes Investment Partners La Jolla, California	$329M	+$72M	3	7.03%	Increased
119	TimesSquare Capital Management New York	$319M	+$88.3M	4	2.17%	Increased
120	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$317M	+$81.2M	10	0.77%	Increased
121	BNP Paribas Financial Markets Paris, France	$317M	+$75.4M	52	0.59%	Increased
122	Fred Alger Management New York	$314M	-$103M	10	1.46%	Reduced
123	Two Sigma Investments New York	$314M	+$51M	32	1.04%	Increased
124	Homestead Advisers Arlington, Virginia	$313M	-$17M	6	4.7%	Reduced
125	Ruane, Cunniff & Goldfarb New York	$310M	-$16.3M	2	2.84%	Reduced