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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	PNC Financial Services Group Pittsburgh, Pennsylvania	$560M	-$35.2M	53	0.52%	Reduced
102	Rothschild & Co Wealth Management (UK) London, United Kingdom	$556M	+$11.5M	2	9.42%	Increased
103	D.E. Shaw & Co New York	$556M	+$148M	42	0.5%	Increased
104	Harding Loevner Bridgewater, New Jersey	$553M	+$31.4M	1	2.21%	Increased
105	Kayne Anderson Rudnick Investment Management Los Angeles, California	$534M	-$13.1M	3	1.3%	Reduced
106	Artisan Partners Milwaukee, Wisconsin	$534M	+$89.5M	4	0.65%	Increased
107	Wasatch Advisors Salt Lake City, Utah	$530M	-$9.86M	6	2.16%	Reduced
108	Envestnet Asset Management Chicago, Illinois	$529M	-$20.4M	45	0.29%	Reduced
109	Eagle Asset Management St Petersburg, Florida	$527M	-$26.9M	12	2.38%	Reduced
110	Two Sigma Advisers New York	$525M	+$377M	40	1.36%	Increased
111	Bessemer Group Woodbridge, New Jersey	$521M	+$61.4M	18	1.11%	Increased
112	Prudential Financial Newark, New Jersey	$521M	-$119M	39	0.73%	Reduced
113	Rockefeller Capital Management New York	$519M	+$4.72M	40	2.73%	Increased
114	Farallon Capital Management San Francisco, California	$513M	+$57.7M	1	2.39%	Increased
115	Eaton Vance Management Boston, Massachusetts	$503M	-$10.3M	42	0.7%	Reduced
116	Russell Investments Group London, United Kingdom	$492M	-$2.81M	55	0.83%	Reduced
117	Gabelli Funds Rye, New York	$492M	-$19.9M	21	3.26%	Reduced
118	Arrowstreet Capital Boston, Massachusetts	$488M	+$29.1M	15	0.61%	Increased
119	New York State Teachers Retirement System (NYSTRS) Albany, New York	$485M	-$10.2M	36	1.02%	Reduced
120	Jennison Associates New York	$474M	-$21.2M	13	0.31%	Reduced
121	First Eagle Investment Management New York	$474M	-$37.1M	13	1.22%	Reduced
122	SI Standard Investments New York	$472M	+$155M	3	14.53%	Increased
123	State Board of Administration of Florida Retirement System Tallahassee, Florida	$470M	-$12.8M	42	0.92%	Reduced
124	Robeco Institutional Asset Management Rotterdam, Netherlands	$469M	+$35.8M	16	1.04%	Increased
125	Diamond Hill Capital Management Columbus, Ohio	$467M	+$22.7M	5	1.77%	Increased