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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	IR IAT Reinsurance New York	$192M	+$189M	1	26.61%	New
152	Two Sigma Investments New York	$192M	+$12.7M	28	1.06%	Increased
153	BAMCO Inc New York	$190M	+$2.67M	4	0.76%	Increased
154	Highbridge Capital Management New York	$189M	+$162M	14	2.41%	Increased
155	SCM SAB Capital Management New York	$187M	$0	1	12.67%	Maintained
156	Maverick Capital Dallas, Texas	$186M	+$46.7M	1	2.91%	Increased
157	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$184M	-$13.2M	29	1.07%	Reduced
158	TCW Group Los Angeles, California	$184M	-$17.9M	14	0.77%	Reduced
159	Apex Capital Management Dayton, Ohio	$182M	+$9.24M	8	4.85%	Increased
160	William Blair & Company Chicago, Illinois	$182M	-$58.5M	13	0.29%	Reduced
161	BlackRock Advisors Wilmington, Delaware	$181M	+$11.5M	47	0.18%	Increased
162	Point72 Asset Management Stamford, Connecticut	$180M	+$68.4M	11	1.26%	Increased
163	VanEck Associates New York	$180M	+$21M	9	1.12%	Increased
164	Edge Asset Management Seattle, Washington	$179M	-$2.15M	4	1.72%	Reduced
165	BlackRock Japan Tokyo, Japan	$178M	+$24M	11	0.68%	Increased
166	Two Sigma Advisers New York	$178M	+$66.5M	34	1.37%	Increased
167	Luther King Capital Management (LKCM) Fort Worth, Texas	$177M	-$22.4M	13	1.43%	Reduced
168	Retirement Systems of Alabama Montgomery, Alabama	$172M	+$263K	17	0.92%	Increased
169	Aberdeen Asset Management Aberdeen, United Kingdom	$170M	-$17.9M	10	0.43%	Reduced
170	NCGI Next Century Growth Investors Plymouth, Minnesota	$167M	-$16.8M	5	6.03%	Reduced
171	GGHC Gilder Gagnon Howe & Co New York	$167M	-$32.1M	5	2.48%	Reduced
172	Lyrical Asset Management New York	$166M	+$37.1M	2	5.04%	Increased
173	Adage Capital Partners Boston, Massachusetts	$166M	-$80.4M	9	0.41%	Reduced
174	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$164M	+$9.97M	4	2.24%	Increased
175	Balyasny Asset Management Chicago, Illinois	$162M	+$59.3M	5	1.49%	Increased