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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	PNC Financial Services Group Pittsburgh, Pennsylvania	$169M	+$5.82M	45	0.2%	Increased
152	Panagora Asset Management Boston, Massachusetts	$167M	+$9.8M	33	0.83%	Increased
153	Gotham Asset Management New York	$165M	-$49.5M	22	1.85%	Reduced
154	USAA United Services Automobile Association San Antonio, Texas	$161M	+$8.22M	19	0.58%	Increased
155	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$160M	+$21.5M	1	1.54%	Increased
156	BlackRock Japan Tokyo, Japan	$160M	+$1.63M	18	0.6%	Increased
157	Point72 Asset Management Stamford, Connecticut	$153M	+$38.4M	9	1.18%	Increased
158	Egerton Capital (UK) London, United Kingdom	$153M	-$60.6M	1	1.46%	Reduced
159	Putnam Investments Boston, Massachusetts	$152M	+$142K	22	0.36%	Increased
160	Retirement Systems of Alabama Montgomery, Alabama	$150M	-$7.32M	17	0.89%	Reduced
161	VanEck Associates New York	$147M	-$5.11M	11	0.99%	Reduced
162	HCM Hodges Capital Management Dallas, Texas	$147M	-$24.7M	9	6.78%	Reduced
163	Edge Asset Management Seattle, Washington	$146M	-$1.78M	1	1.41%	Reduced
164	Glenmede Trust Philadelphia, Pennsylvania	$144M	+$18.2M	28	0.93%	Increased
165	LHC Lodge Hill Capital New York	$141M	+$21.7M	4	20.04%	Increased
166	D.E. Shaw & Co New York	$141M	-$49.1M	34	0.25%	Reduced
167	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$139M	-$35.2M	35	0.91%	Reduced
168	Wedge Capital Management Charlotte, North Carolina	$132M	-$4.61M	13	1.37%	Reduced
169	Van Berkom & Associates Montreal, Quebec, Canada	$131M	+$3.68M	3	5.93%	Increased
170	Maverick Capital Dallas, Texas	$130M	+$59M	1	2.05%	Increased
171	Alyeska Investment Group Chicago, Illinois	$126M	-$7.35M	4	1.16%	Reduced
172	SHIM Spruce House Investment Management New York	$126M	+$32.5M	1	17.15%	Increased
173	MCM Marcato Capital Management San Francisco, California	$126M	$0	1	8.64%	Maintained
174	AAM Amerigo Asset Management George Town, Cayman Islands	$124M	+$38.7M	1	10.28%	Increased
175	Silvercrest Asset Management New York	$123M	+$866K	7	1.69%	Increased