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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	Rathbones Group Liverpool, United Kingdom	$694M	+$53.1M	13	2.82%	Increased
152	New York State Teachers Retirement System (NYSTRS) Albany, New York	$687M	-$18.7M	39	1.34%	Reduced
153	Korea Investment Corp Seoul, South Korea	$687M	+$42.2M	15	1.41%	Increased
154	Luther King Capital Management (LKCM) Fort Worth, Texas	$682M	-$10.1M	13	2.81%	Reduced
155	Handelsbanken Fonder Stockholm, Sweden	$673M	+$60.8M	31	2.14%	Increased
156	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$666M	-$60.4M	14	1.2%	Reduced
157	Cevian Capital II St. Helier, Jersey	$657M	$0	1	19.27%	Maintained
158	William Blair Investment Management Chicago, Illinois	$650M	+$26.7M	11	1.68%	Increased
159	Adage Capital Partners Boston, Massachusetts	$637M	+$218M	15	1.01%	Increased
160	Squarepoint New York	$632M	+$231M	52	0.63%	Increased
161	GW&K Investment Management Boston, Massachusetts	$629M	-$94.2M	19	5.57%	Reduced
162	Frontier Capital Management Boston, Massachusetts	$627M	-$42.5M	12	5.62%	Reduced
163	Baupost Group Boston, Massachusetts	$625M	+$13M	2	13.04%	Increased
164	State of Wisconsin Investment Board Madison, Wisconsin	$622M	-$17.1M	46	1.43%	Reduced
165	Beutel, Goodman & Co Toronto, Ontario, Canada	$620M	-$40.9M	4	3.73%	Reduced
166	Osaic Holdings Scottsdale, Arizona	$615M	+$253M	78	0.86%	Increased
167	KBC Group Brussels, Belgium	$604M	+$72.1M	39	1.45%	Increased
168	Markel Group Glen Allen, Virginia	$602M	+$1.3M	5	4.89%	Increased
169	Cerity Partners New York	$600M	+$12.7M	42	0.97%	Increased
170	Two Sigma Advisers New York	$599M	-$84.2M	45	1.2%	Reduced
171	Storebrand Asset Management Lysaker, Norway	$595M	-$94.3M	16	1.58%	Reduced
172	Royce & Associates New York	$578M	-$47.8M	24	5.76%	Reduced
173	Burgundy Asset Management Toronto, Ontario, Canada	$578M	-$37.7M	4	5.45%	Reduced
174	Panagora Asset Management Boston, Massachusetts	$577M	+$26.1M	31	2.32%	Increased
175	Robeco Institutional Asset Management Rotterdam, Netherlands	$563M	+$5.64M	17	0.82%	Increased