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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	GAMCO Investors Greenwich, Connecticut	$261M	+$87.6M	10	1.4%	Increased
127	PCM Pennant Capital Management Summit, New Jersey	$257M	-$46.4M	2	4.4%	Reduced
128	Gabelli Funds Rye, New York	$257M	+$49.3M	12	1.37%	Increased
129	APG Asset Management Amsterdam, Netherlands	$253M	+$19.4M	9	0.74%	Increased
130	Bank of Montreal Toronto, Ontario, Canada	$247M	-$21.8M	37	0.34%	Reduced
131	Aristotle Capital Management Los Angeles, California	$247M	+$143M	3	3.93%	Increased
132	Vaughan Nelson Investment Management Houston, Texas	$244M	+$9.84M	4	3.8%	Increased
133	Manning & Napier Advisors Fairport, New York	$240M	+$1.72M	2	1.08%	Increased
134	AQR Capital Management Greenwich, Connecticut	$234M	+$26.1M	33	0.7%	Increased
135	Sculptor Capital New York	$233M	+$19.5M	5	0.6%	Increased
136	Boston Partners Boston, Massachusetts	$232M	-$25.5M	9	0.48%	Reduced
137	Panagora Asset Management Boston, Massachusetts	$231M	-$43.9M	34	1.07%	Reduced
138	SRS Investment Management New York	$229M	$0	1	13.23%	Maintained
139	Millennium Management New York	$228M	+$509K	35	0.72%	Increased
140	Renaissance Technologies New York	$224M	+$46.4M	40	0.54%	Increased
141	SCM SAB Capital Management New York	$220M	+$183M	1	11.8%	New
142	SG Americas Securities New York	$219M	-$63.8M	21	0.91%	Reduced
143	TD Asset Management Toronto, Ontario, Canada	$216M	-$2.68M	19	0.4%	Reduced
144	PNC Financial Services Group Pittsburgh, Pennsylvania	$216M	-$136M	38	0.29%	Reduced
145	Discovery Capital Management South Norwalk, Connecticut	$215M	-$145M	3	1.6%	Reduced
146	Lazard Asset Management New York	$213M	+$48.2M	10	0.47%	Increased
147	Brandywine Global Investment Management Philadelphia, Pennsylvania	$209M	-$46.1M	18	1.92%	Reduced
148	ARC Absolute Return Capital Boston, Massachusetts	$204M	+$28.1M	15	2.25%	Increased
149	MTB Mizuho Trust & Banking Tokyo, Japan	$203M	+$3.28M	8	0.77%	Increased
150	Eagle Asset Management St Petersburg, Florida	$201M	-$6.62M	12	1.13%	Reduced