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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	Korea Investment Corp Seoul, South Korea	$484M	-$1.16M	10	1.36%	Reduced
127	TD Asset Management Toronto, Ontario, Canada	$467M	-$172M	25	0.53%	Reduced
128	Jane Street New York	$465M	+$231M	50	0.16%	Increased
129	Gabelli Funds Rye, New York	$463M	+$104K	19	3.51%	Increased
130	Natixis Advisors Boston, Massachusetts	$463M	+$54.8M	27	1.43%	Increased
131	Stockbridge Partners Boston, Massachusetts	$462M	+$49.8M	1	9.42%	Increased
132	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$462M	-$11.2M	2	4.56%	Reduced
133	Rothschild & Co Wealth Management (UK) London, United Kingdom	$459M	+$8M	1	8.28%	Increased
134	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$456M	+$8.63M	16	1.06%	Increased
135	Axa Paris, France	$454M	-$2.23M	26	1.51%	Reduced
136	Artisan Partners Milwaukee, Wisconsin	$453M	-$125M	4	0.73%	Reduced
137	Artemis Investment Management Edinburgh, United Kingdom	$451M	-$37.9M	8	5.65%	Reduced
138	London Company of Virginia Richmond, Virginia	$451M	-$12.8M	5	2.55%	Reduced
139	Wasatch Advisors Salt Lake City, Utah	$448M	-$77.9M	6	2.71%	Reduced
140	Luther King Capital Management (LKCM) Fort Worth, Texas	$447M	-$508K	13	2.22%	Reduced
141	Arrowstreet Capital Boston, Massachusetts	$444M	-$48.5M	20	0.54%	Reduced
142	Point72 Asset Management Stamford, Connecticut	$436M	+$88.5M	22	1.3%	Increased
143	Perpetual Ltd Sydney, New South Wales, Australia	$425M	-$138M	7	3.65%	Reduced
144	Segall Bryant & Hamill Chicago, Illinois	$424M	-$1.99M	15	4.43%	Reduced
145	Fred Alger Management New York	$420M	+$9.83M	14	2.14%	Increased
146	Vontobel Asset Management New York	$418M	+$3.85M	1	2.77%	Increased
147	ECP Electron Capital Partners New York	$418M	+$54M	4	18%	Increased
148	Sarasin & Partners London, United Kingdom	$416M	+$124M	2	4.82%	Increased
149	Harding Loevner Bridgewater, New Jersey	$415M	-$73.6M	1	2.42%	Reduced
150	Mitsubishi UFJ Asset Management Tokyo, Japan	$410M	+$13M	12	0.86%	Increased