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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	Kovitz Investment Group Partners Chicago, Illinois	$200M	+$35.5M	8	7.92%	Increased
152	Markel Group Glen Allen, Virginia	$199M	$0	2	3.8%	Maintained
153	Ninety One (UK) London, United Kingdom	$198M	-$91.7M	3	0.85%	Reduced
154	ValueAct Holdings San Francisco, California	$198M	+$196M	1	2.46%	New
155	Retirement Systems of Alabama Montgomery, Alabama	$197M	+$7.97M	18	1.09%	Increased
156	STRS Ohio Columbus, Ohio	$196M	+$51M	32	1%	Increased
157	APG Asset Management Amsterdam, Netherlands	$193M	-$26.9M	8	0.39%	Reduced
158	BAMCO Inc New York	$186M	-$36.8M	3	0.94%	Reduced
159	Holocene Advisors New York	$183M	+$98.3M	10	2.95%	Increased
160	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$181M	+$10.4M	6	0.75%	Increased
161	Pzena Investment Management New York	$176M	+$24.8M	2	1.03%	Increased
162	IR IAT Reinsurance New York	$174M	$0	2	33.11%	Maintained
163	SEI Investments Oaks, Pennsylvania	$174M	-$4.68M	34	0.62%	Reduced
164	Glenmede Trust Philadelphia, Pennsylvania	$173M	-$26.2M	35	0.85%	Reduced
165	IAM Impala Asset Management Palm Beach, Florida	$170M	-$40M	2	9.15%	Reduced
166	Stifel Financial St. Louis, Missouri	$168M	+$6.82M	28	0.54%	Increased
167	Sarasin & Partners London, United Kingdom	$165M	+$14.3M	1	3.59%	Increased
168	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$165M	+$7.97M	36	0.96%	Increased
169	SFM Systematic Financial Management Teaneck, New Jersey	$162M	-$12M	18	4.99%	Reduced
170	AIG American International Group New York	$160M	+$1.05M	49	0.66%	Increased
171	Marshall Wace North America New York	$160M	-$2.99M	30	1.54%	Reduced
172	LHC Lodge Hill Capital New York	$159M	+$53M	8	43.93%	Increased
173	Aperio Group Sausalito, California	$153M	+$16.8M	44	0.77%	Increased
174	ABC Anchor Bolt Capital Chicago, Illinois	$152M	+$37.2M	3	10.71%	Increased
175	Charles Schwab Investment Advisory San Francisco, California	$152M	+$1.35M	1	0.29%	Increased