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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	Pzena Investment Management New York	$204M	-$5.42M	4	1.26%	Reduced
127	Select Equity Group New York	$202M	+$83.2M	1	1.94%	Increased
128	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$202M	+$19.4M	6	3.74%	Increased
129	AQR Capital Management Greenwich, Connecticut	$201M	+$64.9M	36	0.35%	Increased
130	YCMGA York Capital Management Global Advisors New York	$200M	-$135M	2	2.97%	Reduced
131	Gotham Asset Management New York	$200M	-$46.4M	21	2.17%	Reduced
132	Gabelli Funds Rye, New York	$199M	+$1.87M	14	1.21%	Increased
133	STRS Ohio Columbus, Ohio	$198M	-$36.9M	24	0.89%	Reduced
134	National Rural Electric Cooperative Association Arlington, Virginia	$198M	+$7.23M	5	3.55%	Increased
135	D.E. Shaw & Co New York	$198M	-$91.5M	33	0.29%	Reduced
136	State Board of Administration of Florida Retirement System Tallahassee, Florida	$196M	-$5.36M	38	0.73%	Reduced
137	Bessemer Group Woodbridge, New Jersey	$193M	+$124M	17	1.08%	Increased
138	Egerton Capital (UK) London, United Kingdom	$191M	-$187M	1	1.98%	Reduced
139	Loomis, Sayles & Company Boston, Massachusetts	$185M	-$14.1M	18	0.52%	Reduced
140	MTB Mizuho Trust & Banking Tokyo, Japan	$184M	+$3.03M	10	0.61%	Increased
141	TP Theleme Partners London, United Kingdom	$184M	+$11.1M	2	12.01%	Increased
142	GE General Electric Evendale, Ohio	$183M	+$16.5M	2	0.88%	Increased
143	Lyrical Asset Management New York	$181M	+$6.65M	2	4.44%	Increased
144	BAMCO Inc New York	$180M	-$34.7M	4	0.84%	Reduced
145	NFA Nationwide Fund Advisors Columbus, Ohio	$180M	-$13.4M	49	0.77%	Reduced
146	KCM Kensico Capital Management Greenwich, Connecticut	$173M	+$49.3M	1	3.56%	Increased
147	London Company of Virginia Richmond, Virginia	$172M	+$5.87M	3	1.49%	Increased
148	SRS Investment Management New York	$172M	+$113M	1	5.82%	Increased
149	Eagle Asset Management St Petersburg, Florida	$171M	-$45.6M	8	1.14%	Reduced
150	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$170M	+$3.67M	33	1.04%	Increased