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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	AGF Management Toronto, Ontario, Canada	$545M	+$2.88M	17	2.71%	Increased
152	Durable Capital Partners Bethesda, Maryland	$540M	+$134M	2	4.4%	Increased
153	Mariner Overland Park, Kansas	$531M	+$20.1M	47	0.89%	Increased
154	Westfield Capital Management Boston, Massachusetts	$530M	+$118M	4	2.31%	Increased
155	CI Investments Inc Toronto, Ontario, Canada	$527M	+$29M	31	1.99%	Increased
156	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$527M	-$7.69M	20	1.24%	Reduced
157	Prudential Financial Newark, New Jersey	$522M	-$115M	45	0.71%	Reduced
158	Frontier Capital Management Boston, Massachusetts	$521M	-$173M	10	4.95%	Reduced
159	Hotchkis & Wiley Capital Management Los Angeles, California	$517M	-$47.2M	10	1.72%	Reduced
160	Markel Group Glen Allen, Virginia	$515M	+$7.82M	4	4.54%	Increased
161	Arrowstreet Capital Boston, Massachusetts	$509M	+$43.1M	27	0.41%	Increased
162	Korea Investment Corp Seoul, South Korea	$505M	-$134M	14	1.2%	Reduced
163	Rothschild & Co Wealth Management (UK) London, United Kingdom	$492M	-$556K	1	8.65%	Reduced
164	US Bancorp Minneapolis, Minnesota	$490M	+$34.1M	61	0.64%	Increased
165	Silvercrest Asset Management New York	$486M	-$29.1M	19	3.24%	Reduced
166	Panagora Asset Management Boston, Massachusetts	$483M	+$99.1M	24	2.23%	Increased
167	Jane Street New York	$477M	-$6.16M	68	0.1%	Reduced
168	Squarepoint New York	$476M	+$152M	49	0.47%	Increased
169	Gabelli Funds Rye, New York	$474M	-$14.8M	26	3.56%	Reduced
170	Third Point New York	$472M	+$64M	2	6.34%	Increased
171	Teacher Retirement System of Texas Austin, Texas	$466M	+$94.5M	36	1.68%	Increased
172	GW&K Investment Management Boston, Massachusetts	$463M	-$39.5M	20	3.94%	Reduced
173	Beutel, Goodman & Co Toronto, Ontario, Canada	$463M	-$28.6M	3	2.52%	Reduced
174	Commonwealth Equity Services Waltham, Massachusetts	$459M	+$11.4M	38	0.67%	Increased
175	Jacobs Levy Equity Management Florham Park, New Jersey	$459M	+$37.3M	27	1.62%	Increased