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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	SCM Shapiro Capital Management Atlanta, Georgia	$204M	+$18.3M	2	5.33%	Increased
152	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$202M	-$32.3M	10	0.55%	Reduced
153	Aberdeen Asset Management Aberdeen, United Kingdom	$201M	+$47.2M	10	0.44%	Increased
154	Gotham Asset Management New York	$198M	+$6.31M	19	1.97%	Increased
155	NCGI Next Century Growth Investors Plymouth, Minnesota	$197M	+$20M	7	6.96%	Increased
156	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$196M	+$135M	1	3.19%	Increased
157	SAM Scopus Asset Management New York	$195M	-$36.4M	5	3.98%	Reduced
158	Commerzbank Aktiengesellschaft Frankfurt, Germany	$195M	+$101M	13	0.79%	Increased
159	Pzena Investment Management New York	$194M	+$75.8M	4	1.06%	Increased
160	SCM SAB Capital Management New York	$191M	-$26.8M	1	9.2%	Reduced
161	Renaissance Technologies New York	$190M	-$27.9M	36	0.52%	Reduced
162	BlackRock Advisors Wilmington, Delaware	$188M	-$73.2M	47	0.19%	Reduced
163	Two Sigma Investments New York	$188M	+$1.89M	23	0.84%	Increased
164	MTB Mizuho Trust & Banking Tokyo, Japan	$188M	-$20.2M	8	0.71%	Reduced
165	Retirement Systems of Alabama Montgomery, Alabama	$181M	+$2.71M	17	1.01%	Increased
166	Apex Capital Management Dayton, Ohio	$178M	+$7.98M	8	5.35%	Increased
167	CPM Chesapeake Partners Management Baltimore, Maryland	$176M	-$537K	5	6.49%	Reduced
168	Brandywine Global Investment Management Philadelphia, Pennsylvania	$174M	-$50.4M	16	1.28%	Reduced
169	BAMCO Inc New York	$173M	+$1.37M	4	0.72%	Increased
170	Edge Asset Management Seattle, Washington	$170M	-$6.35M	4	1.7%	Reduced
171	Fayez Sarofim & Co Houston, Texas	$170M	-$4.31M	4	0.79%	Reduced
172	City National Bank Beverly Hills, Delaware	$169M	-$637K	9	1.55%	Reduced
173	SIM Stelliam Investment Management New York	$169M	+$2.71M	3	4.45%	Increased
174	State of Tennessee, Department of Treasury Nashville, Tennessee	$168M	-$9.5M	26	0.96%	Reduced
175	PCM Pennant Capital Management Summit, New Jersey	$167M	+$26.6M	2	2.93%	Increased