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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	Balyasny Asset Management Chicago, Illinois	$226M	-$158M	20	1.02%	Reduced
152	Panagora Asset Management Boston, Massachusetts	$225M	-$51.5M	37	0.89%	Reduced
153	PAR Capital Management Boston, Massachusetts	$221M	+$20.9M	3	2.49%	Increased
154	SFM Systematic Financial Management Teaneck, New Jersey	$219M	-$9.87M	19	5.34%	Reduced
155	D.E. Shaw & Co New York	$219M	-$45.5M	31	0.29%	Reduced
156	Raymond James & Associates St Petersburg, Florida	$218M	+$17.8M	33	0.37%	Increased
157	TD Asset Management Toronto, Ontario, Canada	$216M	-$8.6M	17	0.33%	Reduced
158	Pzena Investment Management New York	$216M	+$7.71M	2	1.08%	Increased
159	London Company of Virginia Richmond, Virginia	$213M	-$22.2M	4	1.74%	Reduced
160	Stifel Financial St. Louis, Missouri	$211M	-$14.3M	30	0.65%	Reduced
161	Putnam Investments Boston, Massachusetts	$211M	-$49.6M	19	0.48%	Reduced
162	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$197M	+$3.49M	37	1%	Increased
163	AIG American International Group New York	$192M	+$3.29M	49	0.67%	Increased
164	Kovitz Investment Group Partners Chicago, Illinois	$191M	+$2.83M	3	8.9%	Increased
165	Markel Group Glen Allen, Virginia	$191M	$0	2	3.5%	Maintained
166	IAM Impala Asset Management Palm Beach, Florida	$191M	-$25.1M	2	8.76%	Reduced
167	Van Berkom & Associates Montreal, Quebec, Canada	$187M	-$6.46M	3	5.44%	Reduced
168	Citigroup New York	$187M	-$161M	58	0.17%	Reduced
169	SEI Investments Oaks, Pennsylvania	$187M	+$3.31M	45	0.64%	Increased
170	Rothschild & Co Asset Management US Stamford, Connecticut	$186M	-$4.24M	7	2%	Reduced
171	CI Global Investments Oakland, California	$184M	+$180M	3	2.97%	New
172	KBC Group Brussels, Belgium	$184M	+$12.8M	22	1.6%	Increased
173	STRS Ohio Columbus, Ohio	$183M	+$20.4M	39	0.79%	Increased
174	TBC Three Bays Capital Boston, Massachusetts	$183M	+$40.4M	2	7.1%	Increased
175	SCM Suvretta Capital Management New York	$179M	+$116M	1	4.75%	Increased