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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	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$257M	+$412K	2	2.42%	Increased
127	Swiss National Bank Zurich, Switzerland	$250M	-$2.73M	42	0.96%	Reduced
128	TD Asset Management Toronto, Ontario, Canada	$250M	+$24.9M	22	0.43%	Increased
129	Panagora Asset Management Boston, Massachusetts	$249M	+$2.44M	35	1.21%	Increased
130	USS Investment Management London, United Kingdom	$249M	+$4.36M	4	4.38%	Increased
131	William Blair & Company Chicago, Illinois	$244M	-$34M	13	0.42%	Reduced
132	Adage Capital Partners Boston, Massachusetts	$243M	+$35.4M	10	0.6%	Increased
133	Massachusetts Financial Services Boston, Massachusetts	$241M	+$23.1M	5	0.13%	Increased
134	RIM Rainier Investment Management Seattle, Washington	$239M	-$91.7M	4	3.98%	Reduced
135	GAMCO Investors Greenwich, Connecticut	$239M	+$6.4M	12	1.29%	Increased
136	GGHC Gilder Gagnon Howe & Co New York	$237M	-$45.5M	7	3.45%	Reduced
137	Gabelli Funds Rye, New York	$237M	+$5.96M	12	1.2%	Increased
138	IAM Iridian Asset Management Westport, Connecticut	$235M	-$2.98M	3	2.42%	Reduced
139	AQR Capital Management Greenwich, Connecticut	$233M	-$17.4M	37	0.64%	Reduced
140	SAM Southeastern Asset Management Memphis, Tennessee	$230M	+$255M	1	1.26%	New
141	Susquehanna International Group Bala Cynwyd, Pennsylvania	$228M	-$14.4M	38	0.09%	Reduced
142	Capital International Investors Los Angeles, California	$224M	+$44.1M	3	0.55%	Increased
143	Sarasin & Partners London, United Kingdom	$221M	-$2.72M	3	3.04%	Reduced
144	Luther King Capital Management (LKCM) Fort Worth, Texas	$221M	-$612K	14	1.81%	Reduced
145	TCW Group Los Angeles, California	$218M	+$4.77M	15	0.88%	Increased
146	VFA Virtus Fund Advisers Hartford, Connecticut	$215M	-$85.8M	20	1.63%	Reduced
147	Axiom Investors Greenwich, Connecticut	$212M	-$319K	4	5.25%	Reduced
148	Capital Guardian Trust Los Angeles, California	$211M	+$179K	9	1.5%	Increased
149	Findlay Park Partners London, United Kingdom	$208M	+$102M	6	2.23%	Increased
150	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$208M	-$8.26M	30	1.23%	Reduced