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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	STRS Ohio Columbus, Ohio	$208M	-$8.7M	22	0.94%	Reduced
152	RI Relational Investors San Diego, California	$206M	+$59.7M	1	3.29%	Increased
153	SCM SAB Capital Management New York	$204M	$0	1	14.26%	Maintained
154	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$202M	-$3.79M	27	1.17%	Reduced
155	GGHC Gilder Gagnon Howe & Co New York	$202M	+$33.3M	7	2.75%	Increased
156	SFM Systematic Financial Management Teaneck, New Jersey	$202M	+$64.5M	13	1.38%	Increased
157	Edge Asset Management Seattle, Washington	$199M	-$41.1K	5	2.1%	Reduced
158	Bessemer Group Woodbridge, New Jersey	$198M	+$42.1M	15	1.33%	Increased
159	Sarasin & Partners London, United Kingdom	$194M	-$870K	3	2.77%	Reduced
160	Panagora Asset Management Boston, Massachusetts	$193M	-$52.9M	37	0.91%	Reduced
161	Capital Guardian Trust Los Angeles, California	$193M	-$4.49M	8	1.3%	Reduced
162	Manning & Napier Advisors Fairport, New York	$193M	-$64.5M	4	0.8%	Reduced
163	Vaughan Nelson Investment Management Houston, Texas	$193M	-$77M	4	2.9%	Reduced
164	Two Sigma Investments New York	$192M	-$11M	28	1.03%	Reduced
165	Brandywine Global Investment Management Philadelphia, Pennsylvania	$191M	-$27M	17	1.65%	Reduced
166	Susquehanna International Group Bala Cynwyd, Pennsylvania	$190M	-$207M	33	0.09%	Reduced
167	Retirement Systems of Alabama Montgomery, Alabama	$190M	+$224K	17	1.1%	Increased
168	AIG American International Group New York	$189M	+$2.71M	51	0.89%	Increased
169	OAMG Odey Asset Management Group London, United Kingdom	$187M	+$57.5M	3	4.08%	Increased
170	SAC Capital Advisors Stamford, Connecticut	$186M	-$139M	31	0.97%	Reduced
171	AR Advisory Research Chicago, Illinois	$186M	-$31.5M	10	1.92%	Reduced
172	VDBMI Van Den Berg Management I Austin, Texas	$184M	-$13.6M	7	12.68%	Reduced
173	Fayez Sarofim & Co Houston, Texas	$182M	-$10.8M	3	0.87%	Reduced
174	CPM Chesapeake Partners Management Baltimore, Maryland	$181M	+$39.4M	3	7.02%	Increased
175	Victory Capital Management San Antonio, Texas	$181M	+$14.6M	9	1.23%	Increased