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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	Gabelli Funds Rye, New York	$283M	+$7.37M	16	1.68%	Increased
127	Eaton Vance Management Boston, Massachusetts	$281M	+$15.5M	11	0.74%	Increased
128	AL AJO LP Philadelphia, Pennsylvania	$280M	+$59.2M	9	1.2%	Increased
129	Schroder Investment Management Group London, United Kingdom	$280M	+$9.3M	17	0.5%	Increased
130	Axa Paris, France	$278M	-$43M	15	1.26%	Reduced
131	Thrivent Financial for Lutherans Minneapolis, Minnesota	$277M	+$41.3M	28	1.15%	Increased
132	LHC Lodge Hill Capital New York	$271M	+$135M	5	20.35%	Increased
133	Pzena Investment Management New York	$266M	-$18.9M	2	1.46%	Reduced
134	BAMCO Inc New York	$265M	+$13.3M	5	1.35%	Increased
135	State of Wisconsin Investment Board Madison, Wisconsin	$264M	+$19.1M	23	0.85%	Increased
136	Waddell & Reed Financial Overland Park, Kansas	$261M	+$16.3M	5	0.57%	Increased
137	1832 Asset Management Toronto, Ontario, Canada	$260M	-$8.31M	8	1.18%	Reduced
138	Two Sigma Advisers New York	$258M	+$16.3M	38	0.85%	Increased
139	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$258M	-$667K	1	1.63%	Reduced
140	HSBC Holdings London, United Kingdom	$247M	-$7.55M	24	0.45%	Reduced
141	CCI Columbus Circle Investors	$246M	+$14.5M	4	4.06%	Increased
142	Los Angeles Capital Management Los Angeles, California	$237M	-$15.6M	17	1.49%	Reduced
143	Gates Capital Management New York	$237M	+$17.4M	2	7.96%	Increased
144	London Company of Virginia Richmond, Virginia	$237M	-$8.49M	3	1.61%	Reduced
145	STRS Ohio Columbus, Ohio	$234M	-$15M	33	1.04%	Reduced
146	Marshall Wace North America New York	$234M	-$62.1M	23	1.71%	Reduced
147	BNP Paribas Financial Markets Paris, France	$233M	-$75.3M	52	0.7%	Reduced
148	Icahn Carl Sunny Isles Beach, Florida	$233M	$0	2	1.19%	Maintained
149	Appaloosa LP Short Hills, New Jersey	$232M	+$76.2M	3	3.44%	Increased
150	Fuller & Thaler Asset Management San Mateo, California	$228M	+$16.7M	19	2.99%	Increased