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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	$271M	+$10M	12	1.42%	Increased
127	GGHC Gilder Gagnon Howe & Co New York	$269M	+$57.7M	7	3.57%	Increased
128	Panagora Asset Management Boston, Massachusetts	$269M	+$71.9M	38	1.3%	Increased
129	BlackRock Advisors Wilmington, Delaware	$267M	-$11M	47	0.25%	Reduced
130	Boston Partners Boston, Massachusetts	$265M	+$23.5M	14	0.44%	Increased
131	AQR Capital Management Greenwich, Connecticut	$265M	+$19.2M	37	0.71%	Increased
132	Gabelli Funds Rye, New York	$264M	+$5.56M	12	1.31%	Increased
133	Susquehanna International Group Bala Cynwyd, Pennsylvania	$264M	+$66M	44	0.11%	Increased
134	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$263M	-$2.54M	2	2.43%	Reduced
135	IAM Iridian Asset Management Westport, Connecticut	$262M	+$21.6M	4	2.69%	Increased
136	HCM Highfields Capital Management Boston, Massachusetts	$260M	+$261M	1	1.91%	New
137	TCW Group Los Angeles, California	$251M	-$16M	16	1.03%	Reduced
138	Eagle Asset Management St Petersburg, Florida	$249M	+$18.2M	12	1.35%	Increased
139	USS Investment Management London, United Kingdom	$249M	-$3.52M	4	4.28%	Reduced
140	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$247M	+$9.59M	7	0.68%	Increased
141	Brandywine Global Investment Management Philadelphia, Pennsylvania	$243M	+$42.5M	19	1.9%	Increased
142	Luther King Capital Management (LKCM) Fort Worth, Texas	$239M	-$217K	13	1.89%	Reduced
143	SCM SAB Capital Management New York	$237M	+$21.8M	1	12.77%	Increased
144	Massachusetts Financial Services Boston, Massachusetts	$236M	+$14.3M	4	0.12%	Increased
145	SAM Scopus Asset Management New York	$235M	-$13.7M	6	5.36%	Reduced
146	Renaissance Technologies New York	$233M	-$32.1M	36	0.54%	Reduced
147	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$231M	+$22M	29	1.3%	Increased
148	TD Asset Management Toronto, Ontario, Canada	$231M	-$3.33M	22	0.39%	Reduced
149	Adage Capital Partners Boston, Massachusetts	$228M	-$76.8M	6	0.59%	Reduced
150	Sarasin & Partners London, United Kingdom	$226M	+$15.5M	3	3.17%	Increased