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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	BNP Paribas Financial Markets Paris, France	$222M	+$25.8M	49	1.04%	Increased
152	USAA United Services Automobile Association San Antonio, Texas	$217M	-$11.2M	19	0.72%	Reduced
153	SHIM Spruce House Investment Management New York	$216M	+$60.9M	1	21.71%	Increased
154	Marshall Wace London, United Kingdom	$215M	-$5.37M	14	1.41%	Reduced
155	Luther King Capital Management (LKCM) Fort Worth, Texas	$212M	-$8.51M	10	2.02%	Reduced
156	SAM Scopus Asset Management New York	$211M	+$31.4M	7	4.68%	Increased
157	Gotham Asset Management New York	$211M	+$46.6M	21	2.71%	Increased
158	Balyasny Asset Management Chicago, Illinois	$209M	+$24.1M	16	1.13%	Increased
159	CCI Columbus Circle Investors	$209M	+$137M	6	2.72%	Increased
160	CI Global Investments Oakland, California	$203M	-$18.3M	1	4.85%	Reduced
161	TimesSquare Capital Management New York	$202M	-$39.3M	3	1.36%	Reduced
162	Barclays London, United Kingdom	$201M	-$22.3M	52	0.22%	Reduced
163	Vontobel Asset Management New York	$192M	-$9.72M	1	1.68%	Reduced
164	BlackRock Japan Tokyo, Japan	$189M	-$257K	17	0.62%	Reduced
165	Kovitz Investment Group Partners Chicago, Illinois	$188M	-$62.4M	5	10.95%	Reduced
166	Voloridge Investment Management Jupiter, Florida	$186M	+$152M	17	4%	Increased
167	State of Wisconsin Investment Board Madison, Wisconsin	$183M	-$48.9M	23	0.79%	Reduced
168	Point72 Asset Management Stamford, Connecticut	$183M	-$36.3M	10	1.28%	Reduced
169	Retirement Systems of Alabama Montgomery, Alabama	$182M	+$412K	18	1.05%	Increased
170	HSBC Holdings London, United Kingdom	$181M	-$97.6M	37	0.42%	Reduced
171	Putnam Investments Boston, Massachusetts	$176M	+$36.4M	22	0.43%	Increased
172	IR IAT Reinsurance New York	$175M	$0	1	30.2%	Maintained
173	Thomaspartners Boston, Massachusetts	$172M	+$9.13M	1	1.87%	Increased
174	Egerton Capital (UK) London, United Kingdom	$168M	-$50.5M	1	2.05%	Reduced
175	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$166M	-$5.97M	36	0.93%	Reduced