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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	TD Asset Management Toronto, Ontario, Canada	$162M	+$21.4M	18	0.32%	Increased
152	TP Theleme Partners London, United Kingdom	$162M	+$15.4M	2	11.38%	Increased
153	PCM Pennant Capital Management Summit, New Jersey	$161M	+$21.1M	2	3.41%	Increased
154	Select Equity Group New York	$159M	+$143M	1	1.51%	Increased
155	Vontobel Asset Management New York	$159M	+$7.38M	1	1.36%	Increased
156	IR IAT Reinsurance New York	$158M	$0	1	30.32%	Maintained
157	BNP Paribas Financial Markets Paris, France	$154M	-$44.8M	46	0.39%	Reduced
158	CGM Capital Growth Management Boston, Massachusetts	$148M	+$70.2M	2	4.77%	Increased
159	HCM Hodges Capital Management Dallas, Texas	$148M	+$18.5M	9	6.05%	Increased
160	BlackRock Japan Tokyo, Japan	$147M	+$6.75M	16	0.59%	Increased
161	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$147M	-$26.4M	5	2.62%	Reduced
162	VanEck Associates New York	$147M	+$10.2M	9	1.13%	Increased
163	Edge Asset Management Seattle, Washington	$146M	-$9.24M	1	1.45%	Reduced
164	SCM Shapiro Capital Management Atlanta, Georgia	$143M	-$61.7M	3	4.3%	Reduced
165	AQR Capital Management Greenwich, Connecticut	$141M	+$19.1M	34	0.28%	Increased
166	GE General Electric Evendale, Ohio	$141M	+$22.2M	3	0.34%	Increased
167	CC Capital Counsel New York	$139M	-$521K	1	7.28%	Reduced
168	Two Sigma Advisers New York	$139M	+$7.9M	25	0.87%	Increased
169	Retirement Systems of Alabama Montgomery, Alabama	$137M	-$1.51M	17	0.83%	Reduced
170	SIM Stelliam Investment Management New York	$135M	+$427K	2	3.35%	Increased
171	VFA Virtus Fund Advisers Hartford, Connecticut	$134M	+$36.4M	17	1.17%	Increased
172	AIG American International Group New York	$134M	-$5.53M	50	0.58%	Reduced
173	USAA United Services Automobile Association San Antonio, Texas	$133M	+$3.11M	18	0.5%	Increased
174	Appaloosa Management Miami Beach, Florida	$133M	+$77.9M	3	4.64%	Increased
175	Chilton Investment Company Stamford, Connecticut	$132M	+$33.5M	3	4.7%	Increased