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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
126	SRS Investment Management New York	$198M	+$195M	1	14.8%	New
127	KeyBank National Association Cleveland, Ohio	$197M	+$200M	20	0.73%	New
128	Bank of Montreal Toronto, Ontario, Canada	$194M	+$198M	41	0.34%	New
129	Munder Capital Management Birmingham, Michigan	$193M	+$200M	11	1.64%	New
130	Fayez Sarofim & Co Houston, Texas	$192M	+$198M	2	0.96%	New
131	Calamos Advisors Naperville, Illinois	$190M	+$193M	10	1.24%	New
132	Boston Partners Boston, Massachusetts	$187M	+$192M	10	0.52%	New
133	SAC Capital Advisors Stamford, Connecticut	$187M	+$190M	23	1.03%	New
134	TCW Group Los Angeles, California	$186M	+$203M	15	0.92%	New
135	Luther King Capital Management (LKCM) Fort Worth, Texas	$185M	+$192M	14	1.73%	New
136	Gabelli Funds Rye, New York	$185M	+$195M	11	1.12%	New
137	Ruane, Cunniff & Goldfarb New York	$184M	+$179M	3	1.18%	New
138	First Trust Advisors Wheaton, Illinois	$184M	+$190M	32	1.2%	New
139	SA SPO Advisory San Anselmo, California	$182M	+$192M	1	2.45%	New
140	KAM Keeley Asset Management Chicago, Illinois	$182M	+$189M	9	3.6%	New
141	Swiss National Bank Zurich, Switzerland	$180M	+$185M	40	0.79%	New
142	MCM Marcato Capital Management San Francisco, California	$179M	+$190M	1	17.09%	New
143	AQR Capital Management Greenwich, Connecticut	$177M	+$177M	32	0.63%	New
144	Bessemer Group Woodbridge, New Jersey	$177M	+$173M	14	1.59%	New
145	MTB Mizuho Trust & Banking Tokyo, Japan	$175M	+$181M	8	0.74%	New
146	LCG Luxor Capital Group New York	$174M	+$178M	2	4.7%	New
147	Eagle Asset Management St Petersburg, Florida	$172M	+$181M	14	1.14%	New
148	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$172M	+$181M	2	2.01%	New
149	BlackRock Japan Tokyo, Japan	$171M	+$177M	18	0.78%	New
150	Apex Capital Management Dayton, Ohio	$170M	+$173M	10	8.25%	New