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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	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$176M	+$798K	5	1.24%	Increased
177	Apex Capital Management Dayton, Ohio	$173M	+$257K	9	5.32%	Increased
178	NCGI Next Century Growth Investors Plymouth, Minnesota	$172M	+$30.4M	8	5.51%	Increased
179	BAMCO Inc New York	$170M	+$44.3M	4	0.68%	Increased
180	City National Bank Beverly Hills, Delaware	$170M	+$35.7M	10	1.55%	Increased
181	Victory Capital Management San Antonio, Texas	$169M	+$7.25M	6	1.14%	Increased
182	BlackRock Japan Tokyo, Japan	$168M	-$11.5M	12	0.77%	Reduced
183	JP Jana Partners New York	$166M	+$163M	1	1.03%	Increased
184	SFM Systematic Financial Management Teaneck, New Jersey	$164M	-$30.5M	13	1.12%	Reduced
185	US Bancorp Minneapolis, Minnesota	$162M	-$3.95M	46	0.65%	Reduced
186	Third Point New York	$161M	-$7.02M	1	1.98%	Reduced
187	SIM Stelliam Investment Management New York	$161M	+$980K	4	4.29%	Increased
188	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$157M	+$66.5M	1	3.81%	Increased
189	VDBMI Van Den Berg Management I Austin, Texas	$154M	-$10M	7	11.05%	Reduced
190	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$152M	-$109M	5	1.79%	Reduced
191	Fiduciary Management Inc Milwaukee, Wisconsin	$150M	+$15.8M	2	0.79%	Increased
192	Pzena Investment Management New York	$148M	+$6.88M	4	0.82%	Increased
193	AR Advisory Research Chicago, Illinois	$145M	-$30.5M	3	1.35%	Reduced
194	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$145M	+$10.6M	29	1.69%	Increased
195	H Hexavest Montreal, Quebec, Canada	$144M	+$36.3M	4	2.15%	Increased
196	Wasatch Advisors Salt Lake City, Utah	$143M	-$2.77M	4	1.39%	Reduced
197	Beck Mack & Oliver New York	$143M	-$3.59M	4	3.2%	Reduced
198	KI Kalmar Investments Greenville, Delaware	$143M	+$14.3M	4	2.45%	Increased
199	ARC Absolute Return Capital Boston, Massachusetts	$142M	+$21.2M	18	1.67%	Increased
200	MLICM Metropolitan Life Insurance Company (MetLife) New York	$142M	-$5.89M	39	0.99%	Reduced