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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	Homestead Advisers Arlington, Virginia	$305M	-$4.89M	6	4.64%	Reduced
127	Axa Paris, France	$305M	+$4.08M	12	1.31%	Increased
128	Eaton Vance Management Boston, Massachusetts	$304M	-$11.3M	11	0.79%	Reduced
129	State of Wisconsin Investment Board Madison, Wisconsin	$303M	+$15.8M	23	0.9%	Increased
130	First Trust Advisors Wheaton, Illinois	$302M	-$38.3M	35	0.78%	Reduced
131	SHIM Spruce House Investment Management New York	$297M	$0	1	19.19%	Maintained
132	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$291M	-$11.9M	21	0.6%	Reduced
133	Pzena Investment Management New York	$286M	-$26.1M	2	1.51%	Reduced
134	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$285M	+$810K	2	1.71%	Increased
135	Citigroup New York	$283M	+$58.5M	58	0.23%	Increased
136	Third Point New York	$281M	+$90M	1	2.36%	Increased
137	VFA Virtus Fund Advisers Hartford, Connecticut	$280M	+$57.8M	11	2.85%	Increased
138	Brandes Investment Partners La Jolla, California	$274M	-$47.1M	2	5.58%	Reduced
139	LM Luminus Management Houston, Texas	$274M	+$124M	11	7.26%	Increased
140	Marshall Wace North America New York	$269M	+$18.8M	25	1.7%	Increased
141	Acadian Asset Management Boston, Massachusetts	$263M	-$101M	19	1.16%	Reduced
142	Teacher Retirement System of Texas Austin, Texas	$262M	+$47M	20	1.61%	Increased
143	Fuller & Thaler Asset Management San Mateo, California	$248M	-$442K	20	3.04%	Reduced
144	Los Angeles Capital Management Los Angeles, California	$246M	-$2.13M	22	1.42%	Reduced
145	Fidelity International Hamilton, Bermuda	$240M	-$1.53M	10	0.69%	Reduced
146	Capital Research Global Investors Los Angeles, California	$239M	-$138M	2	0.07%	Reduced
147	USAA United Services Automobile Association San Antonio, Texas	$236M	-$1.96M	19	0.69%	Reduced
148	Bessemer Group Woodbridge, New Jersey	$235M	-$56.4M	23	0.94%	Reduced
149	TimesSquare Capital Management New York	$233M	-$52.5M	3	1.56%	Reduced
150	Glenmede Trust Philadelphia, Pennsylvania	$227M	+$4.77M	30	1%	Increased