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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	BAMCO Inc New York	$243M	+$26.8M	5	0.94%	Increased
127	IR IAT Reinsurance New York	$240M	$0	1	36.57%	Maintained
128	Gabelli Funds Rye, New York	$235M	-$6.5M	13	1.19%	Reduced
129	Pzena Investment Management New York	$234M	+$18.6M	4	1.3%	Increased
130	USS Investment Management London, United Kingdom	$234M	+$6.05M	4	3.82%	Increased
131	MTB Mizuho Trust & Banking Tokyo, Japan	$230M	+$27.7M	11	0.78%	Increased
132	Stifel Financial St. Louis, Missouri	$229M	-$12.3M	23	1.25%	Reduced
133	Bessemer Group Woodbridge, New Jersey	$228M	+$7.54M	16	1.16%	Increased
134	BlackRock Advisors Wilmington, Delaware	$225M	+$47.9M	48	0.23%	Increased
135	Peconic Partners New York	$223M	-$14M	4	34.65%	Reduced
136	HA Heartland Advisors Milwaukee, Wisconsin	$221M	-$80.1M	10	5.52%	Reduced
137	Loomis, Sayles & Company Boston, Massachusetts	$215M	-$80M	9	0.59%	Reduced
138	STRS Ohio Columbus, Ohio	$214M	-$22.5M	24	0.94%	Reduced
139	Maverick Capital Dallas, Texas	$214M	-$21.4M	2	3.44%	Reduced
140	Generation Investment Management London, United Kingdom	$213M	+$215M	1	2.97%	New
141	Thrivent Financial for Lutherans Minneapolis, Minnesota	$212M	-$90.4M	27	1.17%	Reduced
142	Westfield Capital Management Boston, Massachusetts	$208M	-$7.09M	2	1.2%	Reduced
143	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$203M	+$26.5M	29	1.16%	Increased
144	GC Greenlight Capital New York	$202M	-$2.73M	1	2.6%	Reduced
145	Putnam Investments Boston, Massachusetts	$201M	+$59.2M	23	0.4%	Increased
146	Adage Capital Partners Boston, Massachusetts	$199M	+$19.7M	9	0.49%	Increased
147	HCM Highfields Capital Management Boston, Massachusetts	$199M	$0	1	1.78%	Maintained
148	Two Sigma Advisers New York	$198M	+$13.7M	30	1.46%	Increased
149	IIM Ivory Investment Management New York	$197M	+$9.84M	3	4.65%	Increased
150	PNC Financial Services Group Pittsburgh, Pennsylvania	$195M	-$73.7M	48	0.21%	Reduced