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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	Ruane, Cunniff & Goldfarb New York	$383M	-$6.55M	1	4.55%	Reduced
102	New York State Teachers Retirement System (NYSTRS) Albany, New York	$382M	-$15.8M	39	0.92%	Reduced
103	SHIM Spruce House Investment Management New York	$381M	$0	1	2.06%	Maintained
104	APG Asset Management Amsterdam, Netherlands	$378M	+$28.4M	14	0.66%	Increased
105	TD Asset Management Toronto, Ontario, Canada	$376M	+$72.3M	19	0.52%	Increased
106	Eagle Asset Management St Petersburg, Florida	$373M	-$10.9M	12	1.92%	Reduced
107	Raymond James & Associates St Petersburg, Florida	$365M	+$12.1M	36	0.46%	Increased
108	Millennium Management New York	$362M	+$36.8M	51	0.45%	Increased
109	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$362M	-$13.7M	2	3.52%	Reduced
110	Dodge & Cox San Francisco, California	$354M	-$54M	4	0.32%	Reduced
111	State Board of Administration of Florida Retirement System Tallahassee, Florida	$352M	+$1.08M	45	0.8%	Increased
112	HSBC Holdings London, United Kingdom	$348M	+$13M	35	0.56%	Increased
113	Impax Asset Management Group London, United Kingdom	$348M	-$19.3M	8	3.04%	Reduced
114	BAMCO Inc New York	$347M	-$23.1M	3	1.06%	Reduced
115	Citigroup New York	$339M	+$30.4M	61	0.22%	Increased
116	Farallon Capital Management San Francisco, California	$337M	+$71.5M	1	2.33%	Increased
117	London Company of Virginia Richmond, Virginia	$336M	+$39.9M	5	2.39%	Increased
118	Waddell & Reed Financial Overland Park, Kansas	$334M	-$33.1M	4	0.8%	Reduced
119	Gabelli Funds Rye, New York	$333M	-$5.63M	19	2.59%	Reduced
120	TP Theleme Partners London, United Kingdom	$329M	-$108M	2	15.11%	Reduced
121	State of Wisconsin Investment Board Madison, Wisconsin	$328M	+$8.15M	28	0.82%	Increased
122	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$319M	-$137M	9	0.85%	Reduced
123	Findlay Park Partners London, United Kingdom	$318M	-$67.7M	2	2.2%	Reduced
124	Peconic Partners New York	$317M	+$11.5M	3	56.51%	Increased
125	Ensign Peak Advisors Salt Lake City, Utah	$316M	+$12.4M	28	0.8%	Increased