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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	Sarasin & Partners London, United Kingdom	$162M	-$13.7M	4	2.42%	Reduced
177	Perkins Investment Management Chicago, Illinois	$161M	+$25.5M	5	1.51%	Increased
178	Axiom Investors Greenwich, Connecticut	$159M	-$12.8M	4	3.94%	Reduced
179	AIG American International Group New York	$157M	+$4.51M	50	0.68%	Increased
180	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$152M	-$23.4M	10	0.4%	Reduced
181	Rothschild & Co Wealth Management (UK) London, United Kingdom	$152M	+$37.2M	1	16.18%	Increased
182	Fayez Sarofim & Co Houston, Texas	$151M	-$8.24M	2	0.72%	Reduced
183	CPM Chesapeake Partners Management Baltimore, Maryland	$150M	-$14.4M	3	5.73%	Reduced
184	Gates Capital Management New York	$148M	-$3.37M	1	4.35%	Reduced
185	Capital International Investors Los Angeles, California	$148M	-$53M	3	0.3%	Reduced
186	SG Americas Securities New York	$147M	+$22M	31	0.72%	Increased
187	Capital Guardian Trust Los Angeles, California	$146M	-$41.1M	8	1.01%	Reduced
188	City National Bank Beverly Hills, Delaware	$145M	-$13.4M	9	1.25%	Reduced
189	Putnam Investments Boston, Massachusetts	$144M	-$5.03M	22	0.3%	Reduced
190	KI Kalmar Investments Greenville, Delaware	$142M	-$1.47M	4	2.63%	Reduced
191	PM Pembroke Management Montreal, Quebec, Canada	$141M	+$63.2M	4	8.7%	Increased
192	CC Capital Counsel New York	$139M	-$2.46M	1	6.53%	Reduced
193	Nomura Holdings Tokyo, Japan	$138M	+$29.6M	22	0.37%	Increased
194	HCM Herndon Capital Management Atlanta, Georgia	$138M	-$255K	3	1.88%	Reduced
195	State of Tennessee, Department of Treasury Nashville, Tennessee	$137M	-$18.2M	25	0.73%	Reduced
196	US Bancorp Minneapolis, Minnesota	$135M	-$2.65M	45	0.52%	Reduced
197	RIM Rainier Investment Management Seattle, Washington	$135M	-$77.1M	4	2.41%	Reduced
198	Fiduciary Management Inc Milwaukee, Wisconsin	$134M	-$2.24M	2	0.67%	Reduced
199	KAM Keeley Asset Management Chicago, Illinois	$131M	+$25.9M	11	2.61%	Increased
200	Mawer Investment Management Calgary, Alberta, Canada	$130M	+$5.07M	2	1.69%	Increased