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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	Capital Guardian Trust Los Angeles, California	$226M	+$15.8M	8	1.54%	Increased
152	MTB Mizuho Trust & Banking Tokyo, Japan	$225M	-$3.85M	8	0.81%	Reduced
153	Munder Capital Management Birmingham, Michigan	$223M	-$52M	10	1.59%	Reduced
154	Gotham Asset Management New York	$215M	+$2.43M	22	2.69%	Increased
155	Axiom Investors Greenwich, Connecticut	$210M	+$40.3M	4	4.94%	Increased
156	SCM Shapiro Capital Management Atlanta, Georgia	$209M	+$3.84M	2	5.04%	Increased
157	I.G. Investment Management Winnipeg, Manitoba, Canada	$200M	-$199M	11	0.68%	Reduced
158	Two Sigma Advisers New York	$198M	+$29.8M	28	1.55%	Increased
159	Two Sigma Investments New York	$196M	+$2.53M	33	0.88%	Increased
160	Retirement Systems of Alabama Montgomery, Alabama	$195M	-$241K	17	1.09%	Reduced
161	Capital International Investors Los Angeles, California	$195M	+$24.1M	3	0.5%	Increased
162	CPM Chesapeake Partners Management Baltimore, Maryland	$194M	+$5.72M	4	5.85%	Increased
163	Edge Asset Management Seattle, Washington	$194M	-$3M	5	1.94%	Reduced
164	Perkins Investment Management Chicago, Illinois	$193M	-$83.9M	7	1.57%	Reduced
165	Fayez Sarofim & Co Houston, Texas	$192M	-$6.25M	3	0.88%	Reduced
166	AIG American International Group New York	$187M	-$5.41M	51	0.82%	Reduced
167	CCI Columbus Circle Investors	$186M	-$70.2M	5	1.27%	Reduced
168	Putnam Investments Boston, Massachusetts	$186M	+$5.9M	22	0.4%	Increased
169	State of Tennessee, Department of Treasury Nashville, Tennessee	$183M	+$25M	23	1.03%	Increased
170	PCM Pennant Capital Management Summit, New Jersey	$183M	-$44.5M	2	3.28%	Reduced
171	Fiera Capital (Canada) Montreal, Quebec, Canada	$180M	+$28.6M	5	0.93%	Increased
172	TimesSquare Capital Management New York	$180M	+$20M	2	0.97%	Increased
173	PIM Platinum Investment Management Sydney Australia 2000, Australia	$179M	-$89.8M	2	3.12%	Reduced
174	Aberdeen Asset Management Aberdeen, United Kingdom	$178M	+$82.6M	8	0.37%	Increased
175	Sculptor Capital New York	$176M	-$9.45M	4	0.53%	Reduced