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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	TimesSquare Capital Management New York	$259M	+$60.8M	3	1.68%	Increased
127	1832 Asset Management Toronto, Ontario, Canada	$255M	-$130M	8	0.91%	Reduced
128	AL AJO LP Philadelphia, Pennsylvania	$246M	-$71.5M	6	1.02%	Reduced
129	Farallon Capital Management San Francisco, California	$246M	+$261M	1	2.7%	New
130	Two Sigma Advisers New York	$244M	-$3.91M	42	0.8%	Reduced
131	STRS Ohio Columbus, Ohio	$243M	-$2.85M	30	1.05%	Reduced
132	SAM Southeastern Asset Management Memphis, Tennessee	$242M	-$72.6M	1	2.46%	Reduced
133	Pictet Asset Management (UK) London, United Kingdom	$241M	+$7.22M	13	0.79%	Increased
134	Teacher Retirement System of Texas Austin, Texas	$240M	-$17.4M	16	1.71%	Reduced
135	EdgePoint Investment Group Toronto, Ontario, Canada	$239M	+$15.8M	2	4.03%	Increased
136	PNC Financial Services Group Pittsburgh, Pennsylvania	$237M	-$51.5M	46	0.26%	Reduced
137	HSBC Holdings London, United Kingdom	$237M	+$54.2M	27	0.5%	Increased
138	Thrivent Financial for Lutherans Minneapolis, Minnesota	$235M	-$800K	29	1.02%	Reduced
139	BAMCO Inc New York	$234M	-$9.7M	5	1.24%	Reduced
140	Eaton Vance Management Boston, Massachusetts	$232M	-$25.3M	11	0.62%	Reduced
141	Los Angeles Capital Management Los Angeles, California	$232M	-$2.52M	19	1.69%	Reduced
142	Gates Capital Management New York	$230M	-$81.7M	2	8.35%	Reduced
143	abrdn Investment Management Edinburgh, United Kingdom	$230M	-$12.9M	1	0.76%	Reduced
144	London Company of Virginia Richmond, Virginia	$229M	-$3.59M	3	1.51%	Reduced
145	State of Wisconsin Investment Board Madison, Wisconsin	$229M	+$46.3M	26	0.88%	Increased
146	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$228M	+$59.5M	19	0.6%	Increased
147	Two Sigma Investments New York	$226M	-$36.6M	35	0.76%	Reduced
148	TD Asset Management Toronto, Ontario, Canada	$225M	-$4.83M	19	0.36%	Reduced
149	Barclays London, United Kingdom	$223M	+$16M	58	0.24%	Increased
150	Waddell & Reed Financial Overland Park, Kansas	$222M	-$17M	5	0.47%	Reduced