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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	Gabelli Funds Rye, New York	$244M	-$4.35M	13	1.19%	Reduced
127	USS Investment Management London, United Kingdom	$241M	+$18M	4	3.96%	Increased
128	Swiss National Bank Zurich, Switzerland	$238M	-$4.57M	42	0.89%	Reduced
129	Bessemer Group Woodbridge, New Jersey	$237M	-$17.8M	15	1.28%	Reduced
130	Eagle Asset Management St Petersburg, Florida	$232M	-$66.7M	6	1.34%	Reduced
131	Comerica Bank Dallas, Texas	$232M	+$134M	32	1%	Increased
132	Citigroup New York	$231M	-$91.5M	55	0.21%	Reduced
133	HCM Highfields Capital Management Boston, Massachusetts	$229M	-$108M	1	1.95%	Reduced
134	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$226M	+$6.22M	1	2.06%	Increased
135	RI Relational Investors San Diego, California	$225M	-$17.2M	1	8.1%	Reduced
136	AQR Capital Management Greenwich, Connecticut	$225M	+$8.4M	35	0.47%	Increased
137	Pzena Investment Management New York	$222M	+$44.2M	4	1.19%	Increased
138	TD Asset Management Toronto, Ontario, Canada	$221M	-$9.54M	20	0.37%	Reduced
139	Swedbank Stockholm, Sweden	$220M	+$215M	1	1.69%	New
140	Susquehanna International Group Bala Cynwyd, Pennsylvania	$219M	+$388K	48	0.09%	Increased
141	VFA Virtus Fund Advisers Hartford, Connecticut	$219M	-$1.46M	20	1.61%	Reduced
142	Peconic Partners New York	$217M	-$96.2M	5	47.06%	Reduced
143	Westfield Capital Management Boston, Massachusetts	$216M	-$84M	4	1.27%	Reduced
144	Panagora Asset Management Boston, Massachusetts	$209M	-$25.4M	34	1.07%	Reduced
145	MTB Mizuho Trust & Banking Tokyo, Japan	$209M	+$28.7M	10	0.73%	Increased
146	MAM Marketfield Asset Management New York	$208M	-$120M	2	3.63%	Reduced
147	SCM Shapiro Capital Management Atlanta, Georgia	$207M	-$20.7M	2	5.12%	Reduced
148	GC Greenlight Capital New York	$202M	+$113M	1	2.69%	Increased
149	IIM Ivory Investment Management New York	$200M	+$159M	2	6.41%	Increased
150	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$196M	+$127M	5	2.01%	Increased