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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	Pzena Investment Management New York	$593M	-$358M	2	2.23%	Reduced
127	Royce & Associates New York	$586M	-$21.1M	31	5.41%	Reduced
128	New York State Teachers Retirement System (NYSTRS) Albany, New York	$577M	-$21.4M	37	1.29%	Reduced
129	Two Sigma Advisers New York	$573M	+$187M	50	1.34%	Increased
130	State Board of Administration of Florida Retirement System Tallahassee, Florida	$553M	+$8.87M	45	1.15%	Increased
131	Brown Advisory Baltimore, Maryland	$532M	-$26.5M	18	0.75%	Reduced
132	Capital International Investors Los Angeles, California	$531M	-$435M	7	0.12%	Reduced
133	Assenagon Asset Management Senningerberg, Luxembourg	$528M	+$197M	32	1.4%	Increased
134	Stockbridge Partners Boston, Massachusetts	$525M	+$87.2M	2	11.21%	Increased
135	Two Sigma Investments New York	$521M	+$72.1M	54	1.2%	Increased
136	LSV Asset Management Chicago, Illinois	$519M	+$144M	15	1.13%	Increased
137	Mitsubishi UFJ Asset Management Tokyo, Japan	$503M	+$27.2M	31	0.89%	Increased
138	BNP Paribas Financial Markets Paris, France	$502M	-$23.9M	59	0.57%	Reduced
139	Farallon Capital Management San Francisco, California	$500M	+$77M	1	2.29%	Increased
140	Luther King Capital Management (LKCM) Fort Worth, Texas	$492M	+$12.6M	13	2.37%	Increased
141	Los Angeles Capital Management Los Angeles, California	$490M	-$127M	27	1.83%	Reduced
142	Beutel, Goodman & Co Toronto, Ontario, Canada	$484M	+$37.4M	3	2.56%	Increased
143	Mariner Overland Park, Kansas	$483M	+$32.3M	40	1.15%	Increased
144	Susquehanna International Group Bala Cynwyd, Pennsylvania	$483M	-$46.1M	64	0.09%	Reduced
145	Driehaus Capital Management Chicago, Illinois	$483M	+$64.9M	18	5.82%	Increased
146	Frontier Capital Management Boston, Massachusetts	$482M	+$16.3M	8	4.87%	Increased
147	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$480M	-$9.14M	2	4.89%	Reduced
148	London Company of Virginia Richmond, Virginia	$480M	+$885K	5	2.7%	Increased
149	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$479M	-$19.9M	19	1.13%	Reduced
150	ECP Electron Capital Partners New York	$470M	+$8.75M	4	19.79%	Increased