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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
151	Ruane, Cunniff & Goldfarb New York	$201M	-$1.12M	3	1.12%	Reduced
152	Luther King Capital Management (LKCM) Fort Worth, Texas	$200M	+$76.4K	12	1.62%	Increased
153	STRS Ohio Columbus, Ohio	$199M	-$8.4M	22	0.9%	Reduced
154	Edge Asset Management Seattle, Washington	$199M	+$7.52M	5	2.17%	Increased
155	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$197M	+$3.18M	27	1.05%	Increased
156	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$196M	+$14.3M	2	1.94%	Increased
157	Nomura Holdings Tokyo, Japan	$193M	-$34.6M	23	0.88%	Reduced
158	Massachusetts Financial Services Boston, Massachusetts	$192M	-$56.6M	4	0.11%	Reduced
159	VDBMI Van Den Berg Management I Austin, Texas	$192M	-$231K	7	14.91%	Reduced
160	Appaloosa Management Miami Beach, Florida	$191M	-$55.7M	3	2.4%	Reduced
161	AR Advisory Research Chicago, Illinois	$191M	+$6.86M	4	1.97%	Increased
162	SCM Shapiro Capital Management Atlanta, Georgia	$189M	+$177M	2	4.94%	New
163	IAM Iridian Asset Management Westport, Connecticut	$187M	+$154M	5	2.21%	Increased
164	USS Investment Management London, United Kingdom	$184M	-$5.31M	4	3.53%	Reduced
165	Capital Guardian Trust Los Angeles, California	$183M	+$10.3M	10	1.2%	Increased
166	Two Sigma Investments New York	$182M	+$6.37M	38	1.01%	Increased
167	Sarasin & Partners London, United Kingdom	$181M	+$14.6M	3	2.53%	Increased
168	Fayez Sarofim & Co Houston, Texas	$179M	+$167M	3	0.83%	New
169	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$179M	+$44.4M	14	0.54%	Increased
170	CC Carlson Capital Dallas, Texas	$177M	+$129M	9	2.01%	Increased
171	Retirement Systems of Alabama Montgomery, Alabama	$174M	+$68.4K	17	1.03%	Increased
172	Fiera Capital (Canada) Montreal, Quebec, Canada	$174M	-$23.5M	6	1.44%	Reduced
173	VM Valinor Management New York	$173M	-$12.6M	1	5.73%	Reduced
174	BlackRock Japan Tokyo, Japan	$173M	-$6.17M	13	0.77%	Reduced
175	Third Point New York	$172M	+$143M	1	2.96%	New