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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	Renaissance Technologies New York	$269M	+$27.1M	43	0.64%	Increased
127	PHS PFM Health Sciences San Francisco, California	$267M	+$251M	4	4.84%	New
128	Gabelli Funds Rye, New York	$263M	+$364K	12	1.36%	Increased
129	Bank of Montreal Toronto, Ontario, Canada	$259M	-$7.51M	42	0.33%	Reduced
130	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$258M	+$6.89M	2	2.5%	Increased
131	CCI Columbus Circle Investors	$253M	-$55.5M	6	1.68%	Reduced
132	Boston Partners Boston, Massachusetts	$248M	+$11.9M	12	0.45%	Increased
133	AQR Capital Management Greenwich, Connecticut	$247M	-$2.35M	35	0.74%	Reduced
134	USS Investment Management London, United Kingdom	$246M	+$29.9M	5	4.45%	Increased
135	First Trust Advisors Wheaton, Illinois	$246M	-$38.7M	33	1.08%	Reduced
136	Eagle Asset Management St Petersburg, Florida	$244M	+$19.1M	13	1.34%	Increased
137	PCM Pennant Capital Management Summit, New Jersey	$243M	-$23.9M	2	4.14%	Reduced
138	SAM Scopus Asset Management New York	$240M	+$70.1M	10	6.49%	Increased
139	Citigroup New York	$240M	-$351M	53	0.25%	Reduced
140	Luther King Capital Management (LKCM) Fort Worth, Texas	$239M	+$10.4M	12	1.94%	Increased
141	IAM Iridian Asset Management Westport, Connecticut	$229M	+$55.2M	5	2.62%	Increased
142	TD Asset Management Toronto, Ontario, Canada	$228M	+$2.34M	20	0.42%	Increased
143	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$224M	+$36.8M	8	0.67%	Increased
144	MTB Mizuho Trust & Banking Tokyo, Japan	$223M	+$9.21M	8	0.84%	Increased
145	Massachusetts Financial Services Boston, Massachusetts	$217M	+$27.1M	4	0.12%	Increased
146	Lazard Asset Management New York	$216M	-$13.5M	10	0.48%	Reduced
147	SRS Investment Management New York	$213M	$0	1	10.49%	Maintained
148	SCM Shapiro Capital Management Atlanta, Georgia	$210M	+$13.9M	2	5.57%	Increased
149	Gotham Asset Management New York	$210M	+$66.7M	20	3.16%	Increased
150	Ruane, Cunniff & Goldfarb New York	$209M	-$187K	3	1.12%	Reduced