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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	Eaton Vance Management Boston, Massachusetts	$230M	+$110M	10	0.66%	Increased
127	Jennison Associates New York	$230M	+$26.9M	4	0.25%	Increased
128	STRS Ohio Columbus, Ohio	$227M	+$4.87M	33	1.01%	Increased
129	BAMCO Inc New York	$224M	+$72.4K	5	1.19%	Increased
130	Acadian Asset Management Boston, Massachusetts	$222M	+$2.73M	25	1.1%	Increased
131	Kovitz Investment Group Partners Chicago, Illinois	$220M	-$9.2M	4	13.5%	Reduced
132	CGM Capital Growth Management Boston, Massachusetts	$218M	-$3.46M	3	10.26%	Reduced
133	CI Global Investments Oakland, California	$216M	+$156M	1	5.04%	Increased
134	NFA Nationwide Fund Advisors Columbus, Ohio	$214M	+$4.18M	54	0.89%	Increased
135	Marshall Wace London, United Kingdom	$213M	+$80.2M	14	1.52%	Increased
136	Gabelli Funds Rye, New York	$211M	+$1.5M	15	1.25%	Increased
137	First Trust Advisors Wheaton, Illinois	$209M	-$4.38M	36	0.62%	Reduced
138	State of Wisconsin Investment Board Madison, Wisconsin	$206M	-$14.5M	22	0.81%	Reduced
139	Sterling Capital Management Charlotte, North Carolina	$206M	-$18.1M	13	1.89%	Reduced
140	MTB Mizuho Trust & Banking Tokyo, Japan	$205M	-$1.34M	8	0.61%	Reduced
141	Panagora Asset Management Boston, Massachusetts	$205M	+$6.93M	35	0.97%	Increased
142	USAA United Services Automobile Association San Antonio, Texas	$202M	+$27.6M	21	0.69%	Increased
143	Pictet Asset Management (UK) London, United Kingdom	$201M	+$11.6M	12	0.76%	Increased
144	TD Asset Management Toronto, Ontario, Canada	$201M	+$9.05M	17	0.35%	Increased
145	Caledonia Investments (Australia) Sydney NSW, Australia	$201M	-$3.11M	2	8.82%	Reduced
146	London Company of Virginia Richmond, Virginia	$200M	+$684K	3	1.5%	Increased
147	TimesSquare Capital Management New York	$197M	+$12.7M	3	1.28%	Increased
148	Barclays London, United Kingdom	$197M	-$12.8M	52	0.22%	Reduced
149	Icahn Carl Sunny Isles Beach, Florida	$196M	+$96.5M	2	0.99%	Increased
150	Axa Paris, France	$190M	-$4.81M	16	0.83%	Reduced