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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	Point72 Asset Management Stamford, Connecticut	$188M	+$73M	10	1.32%	Increased
152	BNP Paribas Financial Markets Paris, France	$187M	+$34.2M	50	0.77%	Increased
153	Fuller & Thaler Asset Management San Mateo, California	$184M	-$19.2M	12	3.04%	Reduced
154	Luther King Capital Management (LKCM) Fort Worth, Texas	$183M	-$12.4M	9	1.79%	Reduced
155	Egerton Capital (UK) London, United Kingdom	$180M	-$89.3M	1	2.04%	Reduced
156	1832 Asset Management Toronto, Ontario, Canada	$179M	-$16.4M	12	0.67%	Reduced
157	Teacher Retirement System of Texas Austin, Texas	$178M	+$38.6M	23	1.25%	Increased
158	SHIM Spruce House Investment Management New York	$178M	+$32M	1	20.29%	Increased
159	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$177M	-$20M	2	1.7%	Reduced
160	Mackenzie Financial Toronto Ontario, Ontario, Canada	$174M	+$30.8M	9	1.09%	Increased
161	VFA Virtus Fund Advisers Hartford, Connecticut	$174M	-$72M	14	1.54%	Reduced
162	BlackRock Japan Tokyo, Japan	$170M	+$5.07M	18	0.58%	Increased
163	Wedge Capital Management Charlotte, North Carolina	$168M	+$24.3M	15	1.69%	Increased
164	Los Angeles Capital Management Los Angeles, California	$168M	+$90.2M	13	1.4%	Increased
165	IAM Iridian Asset Management Westport, Connecticut	$165M	-$190M	2	1.45%	Reduced
166	Vontobel Asset Management New York	$164M	-$5.92M	1	1.28%	Reduced
167	Retirement Systems of Alabama Montgomery, Alabama	$163M	+$6.5M	18	0.95%	Increased
168	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$160M	+$32.4M	5	3.38%	Increased
169	Melvin Capital Management New York	$159M	+$59M	2	4.19%	Increased
170	Balyasny Asset Management Chicago, Illinois	$154M	+$39.1M	14	0.89%	Increased
171	SAM Scopus Asset Management New York	$153M	+$88.7M	8	2.52%	Increased
172	Edge Asset Management Seattle, Washington	$147M	-$17.6M	1	1.23%	Reduced
173	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$147M	-$9.28M	37	0.9%	Reduced
174	Aberdeen Asset Management Aberdeen, United Kingdom	$145M	+$3.84M	10	0.52%	Increased
175	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$145M	-$25.5M	19	0.53%	Reduced