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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
176	Axa Paris, France	$142M	+$146M	11	0.75%	New
177	Fiera Capital (Canada) Montreal, Quebec, Canada	$138M	+$143M	3	1.49%	New
178	Edge Asset Management Seattle, Washington	$137M	+$143M	5	1.72%	New
179	D.E. Shaw & Co New York	$137M	+$138M	38	0.26%	New
180	Epoch Investment Partners New York	$136M	+$139M	2	0.68%	New
181	USS Investment Management London, United Kingdom	$136M	+$144M	3	2.9%	New
182	US Bancorp Minneapolis, Minnesota	$136M	+$140M	39	0.62%	New
183	CGM Capital Growth Management Boston, Massachusetts	$136M	+$136M	2	3.59%	New
184	CM CS McKee Pittsburgh, Pennsylvania	$133M	+$141M	3	2.26%	New
185	ACM Atlanta Capital Management Atlanta, Georgia	$133M	+$129M	2	1.01%	New
186	AR Advisory Research Chicago, Illinois	$133M	+$135M	4	1.5%	New
187	Sarasin & Partners London, United Kingdom	$133M	+$141M	3	1.89%	New
188	TCM Tran Capital Management San Rafael, California	$130M	+$129M	3	2.84%	New
189	Marsico Capital Management Denver, Colorado	$130M	+$139M	1	0.82%	New
190	Kornitzer Capital Management Shawnee Mission, Kansas	$130M	+$134M	5	1.7%	New
191	Fidelity International Hamilton, Bermuda	$130M	+$130M	12	0.73%	New
192	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$130M	+$134M	9	0.38%	New
193	Findlay Park Partners London, United Kingdom	$128M	+$131M	4	1.63%	New
194	CCM Cornerstone Capital Management Edina, Minnesota	$127M	+$133M	2	4.2%	New
195	EC Everest Capital Miami, Florida	$127M	+$135M	2	18.66%	New
196	SG Americas Securities New York	$126M	+$132M	24	0.61%	New
197	CPM Chesapeake Partners Management Baltimore, Maryland	$121M	+$122M	5	7.78%	New
198	Jennison Associates New York	$119M	+$124M	9	0.13%	New
199	MLICM Metropolitan Life Insurance Company (MetLife) New York	$118M	+$121M	38	0.94%	New
200	OCAM Owl Creek Asset Management New York	$117M	+$115M	1	6.19%	New