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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	$194M	+$498K	2	4.82%	Increased
152	PCM Pennant Capital Management Summit, New Jersey	$193M	+$75.6M	2	3.61%	Increased
153	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$192M	+$29.3M	6	2.71%	Increased
154	CPM Chesapeake Partners Management Baltimore, Maryland	$190M	+$46.9M	4	8.72%	Increased
155	Point72 Asset Management Stamford, Connecticut	$186M	+$27.5K	13	1.26%	Increased
156	Edge Asset Management Seattle, Washington	$183M	+$7.58M	4	1.59%	Increased
157	WCMNY Westchester Capital Management (New York) Valhalla, New York	$181M	+$110M	2	2.77%	Increased
158	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$180M	-$202M	19	0.67%	Reduced
159	PHS PFM Health Sciences San Francisco, California	$175M	-$172M	2	4.81%	Reduced
160	Luther King Capital Management (LKCM) Fort Worth, Texas	$174M	-$26.1M	12	1.46%	Reduced
161	National Rural Electric Cooperative Association Arlington, Virginia	$171M	+$39.6M	4	2.8%	Increased
162	VanEck Associates New York	$171M	-$7.29M	8	0.99%	Reduced
163	TD Asset Management Toronto, Ontario, Canada	$170M	-$45.5M	20	0.31%	Reduced
164	BlackRock Japan Tokyo, Japan	$164M	-$7.73M	14	0.66%	Reduced
165	AIG American International Group New York	$164M	+$8.1M	51	0.68%	Increased
166	City National Bank Beverly Hills, Delaware	$163M	+$11.3M	8	1.38%	Increased
167	Retirement Systems of Alabama Montgomery, Alabama	$162M	-$4.5M	17	0.87%	Reduced
168	SCA Southpoint Capital Advisors New York	$162M	+$45.7M	2	6.92%	Increased
169	RIM Rainier Investment Management Seattle, Washington	$161M	+$24.8M	4	3.22%	Increased
170	SIM Stelliam Investment Management New York	$160M	+$100M	2	3.61%	Increased
171	Fred Alger Management New York	$160M	+$9.97M	8	0.72%	Increased
172	SHIM Spruce House Investment Management New York	$159M	+$25.7M	1	33.24%	Increased
173	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$156M	+$11.7M	10	0.44%	Increased
174	Rothschild & Co Wealth Management (UK) London, United Kingdom	$155M	+$5.04M	1	16.23%	Increased
175	Lyrical Asset Management New York	$155M	+$428K	2	4.63%	Increased