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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	National Rural Electric Cooperative Association Arlington, Virginia	$186M	+$1.96M	4	3.06%	Increased
152	PCM Pennant Capital Management Summit, New Jersey	$186M	+$10.6M	2	3.69%	Increased
153	Sterling Capital Management Charlotte, North Carolina	$180M	+$72.7M	6	1.63%	Increased
154	Rothschild & Co Wealth Management (UK) London, United Kingdom	$179M	+$6.39M	2	18.16%	Increased
155	London Company of Virginia Richmond, Virginia	$179M	+$35M	4	1.55%	Increased
156	VanEck Associates New York	$176M	-$3.53M	8	1.04%	Reduced
157	GE General Electric Evendale, Ohio	$175M	+$108M	3	0.39%	Increased
158	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$175M	+$16.6M	11	0.46%	Increased
159	Lyrical Asset Management New York	$175M	+$30M	2	4.56%	Increased
160	TD Asset Management Toronto, Ontario, Canada	$174M	-$7.78M	21	0.31%	Reduced
161	SIM Stelliam Investment Management New York	$174M	+$15.4M	2	3.67%	Increased
162	BlackRock Japan Tokyo, Japan	$170M	+$3.01M	12	0.66%	Increased
163	WCMNY Westchester Capital Management (New York) Valhalla, New York	$170M	+$13.4M	2	2.12%	Increased
164	Retirement Systems of Alabama Montgomery, Alabama	$168M	+$5.01M	17	0.91%	Increased
165	HCM Highfields Capital Management Boston, Massachusetts	$166M	$0	1	1.49%	Maintained
166	AIG American International Group New York	$166M	+$53.3K	53	0.66%	Increased
167	Luther King Capital Management (LKCM) Fort Worth, Texas	$166M	-$8.8M	11	1.43%	Reduced
168	Citigroup New York	$165M	+$37.3M	53	0.15%	Increased
169	City National Bank Beverly Hills, Delaware	$165M	+$2.41M	8	1.36%	Increased
170	PHS PFM Health Sciences San Francisco, California	$164M	-$4.56M	2	4.16%	Reduced
171	Maverick Capital Dallas, Texas	$161M	-$52.8M	1	2.46%	Reduced
172	Panagora Asset Management Boston, Massachusetts	$158M	+$10.2M	31	0.79%	Increased
173	KIG Kovitz Investment Group Chicago, Illinois	$154M	+$26.4M	5	8.57%	Increased
174	CPM Chesapeake Partners Management Baltimore, Maryland	$154M	-$18.4M	3	5.9%	Reduced
175	AQR Capital Management Greenwich, Connecticut	$152M	+$11.2M	34	0.3%	Increased