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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	Panagora Asset Management Boston, Massachusetts	$221M	-$19M	36	0.92%	Reduced
152	Gotham Asset Management New York	$219M	+$5.11M	17	2.78%	Increased
153	Fidelity International Hamilton, Bermuda	$219M	-$126M	10	0.62%	Reduced
154	USAA United Services Automobile Association San Antonio, Texas	$218M	-$2.39M	21	0.69%	Reduced
155	Luther King Capital Management (LKCM) Fort Worth, Texas	$214M	+$839K	13	1.96%	Increased
156	VFA Virtus Fund Advisers Hartford, Connecticut	$208M	+$71.3M	11	1.96%	Increased
157	CCI Columbus Circle Investors	$208M	-$6.93M	8	2.92%	Reduced
158	Glenmede Trust Philadelphia, Pennsylvania	$207M	-$30.4M	33	0.99%	Reduced
159	Fuller & Thaler Asset Management San Mateo, California	$204M	+$47.2M	17	2.79%	Increased
160	SFM Systematic Financial Management Teaneck, New Jersey	$203M	+$88.5M	13	3.59%	Increased
161	Kovitz Investment Group Partners Chicago, Illinois	$199M	+$1.64M	3	10.91%	Increased
162	Thomaspartners Boston, Massachusetts	$193M	+$10.8M	1	1.78%	Increased
163	IR IAT Reinsurance New York	$193M	$0	1	34.64%	Maintained
164	CIBC World Markets New York	$185M	+$129M	10	1.51%	Increased
165	Daiwa Securities Group Tokyo, Japan	$184M	+$169M	24	1.16%	Increased
166	Retirement Systems of Alabama Montgomery, Alabama	$181M	-$375K	17	1%	Reduced
167	Emerald Advisers Leola, Pennsylvania	$180M	+$52.6M	9	7.37%	Increased
168	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$179M	+$16.6M	2	1.61%	Increased
169	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$178M	+$181M	3	10.42%	New
170	Brandywine Global Investment Management Philadelphia, Pennsylvania	$163M	-$105M	18	1.03%	Reduced
171	LM Luminus Management Houston, Texas	$163M	+$22.7M	6	4.2%	Increased
172	Nuveen Charlotte, North Carolina	$162M	+$15.4M	23	0.96%	Increased
173	Kennedy Capital Management St Louis, Missouri	$161M	+$21.4M	17	2.81%	Increased
174	SI Standard Investments New York	$158M	+$67.1M	1	21.76%	Increased
175	Stifel Financial St. Louis, Missouri	$158M	+$6.8M	26	0.61%	Increased