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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	IAM Iridian Asset Management Westport, Connecticut	$256M	+$89.5M	2	2.36%	Increased
127	Homestead Advisers Arlington, Virginia	$256M	+$1.09M	6	4.02%	Increased
128	Axa Paris, France	$255M	+$24.3M	19	1.2%	Increased
129	Eaton Vance Management Boston, Massachusetts	$254M	+$4.65M	11	0.72%	Increased
130	Two Sigma Investments New York	$250M	+$161M	35	0.96%	Increased
131	Gabelli Funds Rye, New York	$249M	+$1.99M	15	1.47%	Increased
132	Asset Management One Tokyo, Japan	$249M	+$207M	11	0.64%	Increased
133	abrdn Investment Management Edinburgh, United Kingdom	$246M	-$111M	1	0.86%	Reduced
134	STRS Ohio Columbus, Ohio	$246M	-$12M	30	1.08%	Reduced
135	Teacher Retirement System of Texas Austin, Texas	$244M	+$24.1M	14	1.75%	Increased
136	Two Sigma Advisers New York	$242M	+$87.6M	41	0.92%	Increased
137	Acadian Asset Management Boston, Massachusetts	$240M	+$7.21M	26	1.17%	Increased
138	BAMCO Inc New York	$239M	-$15.2M	5	1.35%	Reduced
139	Icahn Carl Sunny Isles Beach, Florida	$236M	$0	2	1.06%	Maintained
140	Epoch Investment Partners New York	$236M	+$81.3M	5	0.89%	Increased
141	Waddell & Reed Financial Overland Park, Kansas	$235M	+$115M	7	0.52%	Increased
142	Glenmede Trust Philadelphia, Pennsylvania	$234M	-$40.6M	29	1.27%	Reduced
143	Pictet Asset Management (UK) London, United Kingdom	$233M	+$19.3M	12	0.87%	Increased
144	London Company of Virginia Richmond, Virginia	$230M	-$9.66M	3	1.58%	Reduced
145	TD Asset Management Toronto, Ontario, Canada	$227M	+$4.81M	18	0.38%	Increased
146	Thrivent Financial for Lutherans Minneapolis, Minnesota	$227M	-$84.3M	28	1.01%	Reduced
147	Los Angeles Capital Management Los Angeles, California	$224M	+$30.2M	16	1.76%	Increased
148	Findlay Park Partners London, United Kingdom	$224M	-$184M	3	2.72%	Reduced
149	EdgePoint Investment Group Toronto, Ontario, Canada	$223M	-$12.8M	2	3.75%	Reduced
150	Panagora Asset Management Boston, Massachusetts	$223M	-$20.5M	35	1.02%	Reduced