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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	Brown Advisory Baltimore, Maryland	$649M	+$15.9M	17	0.87%	Increased
127	GAMCO Investors Greenwich, Connecticut	$645M	-$14.6M	20	6.52%	Reduced
128	AGF Management Toronto, Ontario, Canada	$644M	-$138M	15	3.57%	Reduced
129	Luther King Capital Management (LKCM) Fort Worth, Texas	$627M	+$45.3M	13	2.83%	Increased
130	VOYA Investment Management Atlanta, Georgia	$624M	-$76.4M	50	0.61%	Reduced
131	LSV Asset Management Chicago, Illinois	$620M	+$14.9M	15	1.28%	Increased
132	Acadian Asset Management Boston, Massachusetts	$613M	+$250M	30	2.14%	Increased
133	Schroder Investment Management Group London, United Kingdom	$608M	-$148M	19	0.71%	Reduced
134	Arrowstreet Capital Boston, Massachusetts	$606M	+$197M	35	0.56%	Increased
135	Prudential plc London, England, United Kingdom	$598M	-$8.95M	13	4.56%	Reduced
136	Royce & Associates New York	$597M	-$33.9M	32	5.33%	Reduced
137	Two Sigma Advisers New York	$597M	-$61.7M	49	1.38%	Reduced
138	Congress Asset Management Boston, Massachusetts	$596M	-$9.75M	13	4.25%	Reduced
139	Frontier Capital Management Boston, Massachusetts	$588M	-$6.85M	8	5.5%	Reduced
140	Perpetual Ltd Sydney, New South Wales, Australia	$588M	+$42.6M	11	5.75%	Increased
141	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$581M	+$136M	29	0.61%	Increased
142	Mariner Overland Park, Kansas	$578M	+$19.6M	42	1.2%	Increased
143	Korea Investment Corp Seoul, South Korea	$578M	-$133M	12	1.47%	Reduced
144	Natixis Advisors Boston, Massachusetts	$577M	+$31.3M	33	1.33%	Increased
145	Aberdeen Group Edinburgh, United Kingdom	$571M	+$27.9M	16	1.12%	Increased
146	State of Wisconsin Investment Board Madison, Wisconsin	$557M	+$20.4M	44	1.47%	Increased
147	Driehaus Capital Management Chicago, Illinois	$547M	-$31.1M	17	5.45%	Reduced
148	Stockbridge Partners Boston, Massachusetts	$542M	-$82.7M	2	11.18%	Reduced
149	ECP Electron Capital Partners New York	$540M	-$24.8M	5	23.69%	Reduced
150	Conestoga Capital Advisors Wayne, Pennsylvania	$534M	-$21.3M	5	7.71%	Reduced