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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	VFA Virtus Fund Advisers Hartford, Connecticut	$227M	+$5.06M	11	2.24%	Increased
152	Fidelity International Hamilton, Bermuda	$227M	-$90.8K	10	0.65%	Reduced
153	SAM Southeastern Asset Management Memphis, Tennessee	$226M	-$56.8M	1	2.49%	Reduced
154	Gotham Asset Management New York	$224M	+$555K	18	3.15%	Increased
155	USAA United Services Automobile Association San Antonio, Texas	$221M	-$14.4M	22	0.67%	Reduced
156	CI Global Investments Oakland, California	$216M	+$90.5M	1	4.09%	Increased
157	Luther King Capital Management (LKCM) Fort Worth, Texas	$215M	-$2.85M	14	1.94%	Reduced
158	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$215M	+$19.8M	4	12.22%	Increased
159	Citigroup New York	$210M	+$48.3M	57	0.19%	Increased
160	Glenmede Trust Philadelphia, Pennsylvania	$207M	-$679	33	0.99%	Reduced
161	Putnam Investments Boston, Massachusetts	$205M	+$62.9M	21	0.48%	Increased
162	TD Asset Management Toronto, Ontario, Canada	$205M	-$32.8M	19	0.32%	Reduced
163	Third Point New York	$203M	+$201M	1	1.8%	New
164	Panagora Asset Management Boston, Massachusetts	$198M	-$14.9M	43	0.8%	Reduced
165	Barclays London, United Kingdom	$194M	-$43.9M	56	0.21%	Reduced
166	IR IAT Reinsurance New York	$194M	+$4.57M	2	32.98%	Increased
167	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$192M	-$13.5M	2	1.7%	Reduced
168	Retirement Systems of Alabama Montgomery, Alabama	$191M	+$670K	17	1.03%	Increased
169	Kovitz Investment Group Partners Chicago, Illinois	$190M	+$5.57M	4	10.14%	Increased
170	Teacher Retirement System of Texas Austin, Texas	$190M	-$42.5M	18	1.31%	Reduced
171	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$181M	+$75.4M	3	2.77%	Increased
172	Daiwa Securities Group Tokyo, Japan	$179M	-$3.18M	24	1.16%	Reduced
173	Kennedy Capital Management St Louis, Missouri	$177M	+$7.9M	18	3.39%	Increased
174	Stifel Financial St. Louis, Missouri	$176M	+$12.4M	25	0.65%	Increased
175	D.E. Shaw & Co New York	$176M	+$47M	34	0.29%	Increased