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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	IAM Impala Asset Management Palm Beach, Florida	$216M	+$33.1M	4	9.67%	Increased
152	London Company of Virginia Richmond, Virginia	$216M	-$13.6M	3	1.55%	Reduced
153	Panagora Asset Management Boston, Massachusetts	$214M	-$7.73M	37	0.85%	Reduced
154	Aberdeen Group Edinburgh, United Kingdom	$212M	+$196M	11	0.39%	New
155	PointState Capital New York	$211M	+$187M	3	1.79%	Increased
156	AL AJO LP Philadelphia, Pennsylvania	$210M	-$100M	11	0.91%	Reduced
157	Kovitz Investment Group Partners Chicago, Illinois	$209M	+$303K	4	10.42%	Increased
158	Putnam Investments Boston, Massachusetts	$209M	-$16.7M	17	0.48%	Reduced
159	Luther King Capital Management (LKCM) Fort Worth, Texas	$208M	+$1.04M	14	1.82%	Increased
160	TD Asset Management Toronto, Ontario, Canada	$208M	+$201K	14	0.31%	Increased
161	Ninety One (UK) London, United Kingdom	$206M	+$35.1M	3	0.9%	Increased
162	Daiwa Securities Group Tokyo, Japan	$203M	+$4.29M	25	1.39%	Increased
163	Retirement Systems of Alabama Montgomery, Alabama	$199M	-$4.65M	17	1.04%	Reduced
164	Barclays London, United Kingdom	$198M	-$9.96M	54	0.2%	Reduced
165	Westwood Holdings Group Dallas, Texas	$198M	+$42.4M	9	1.57%	Increased
166	IR IAT Reinsurance New York	$197M	-$2.47M	2	30.44%	Reduced
167	ABC Anchor Bolt Capital Chicago, Illinois	$194M	+$26.8M	7	7.93%	Increased
168	STRS Ohio Columbus, Ohio	$193M	-$53.6M	36	0.83%	Reduced
169	Stifel Financial St. Louis, Missouri	$192M	+$5.24M	29	0.67%	Increased
170	Appaloosa LP Short Hills, New Jersey	$192M	-$71.6M	2	2.7%	Reduced
171	Kennedy Capital Management St Louis, Missouri	$190M	-$5.43M	19	3.42%	Reduced
172	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$189M	+$11.5M	2	1.62%	Increased
173	SEI Investments Oaks, Pennsylvania	$188M	+$8.68M	41	0.67%	Increased
174	SAM Southeastern Asset Management Memphis, Tennessee	$186M	-$50.9M	1	2.24%	Reduced
175	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$185M	+$5.73M	34	0.96%	Increased