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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	PAR Capital Management Boston, Massachusetts	$155M	+$57.8M	3	3.57%	Increased
177	CC Capital Counsel New York	$151M	-$688K	1	7.21%	Reduced
178	TCW Group Los Angeles, California	$149M	-$29.9M	14	0.72%	Reduced
179	Winton Group London, United Kingdom	$149M	+$37.2M	3	1.18%	Increased
180	Highbridge Capital Management New York	$146M	-$40.7M	12	2.02%	Reduced
181	Panagora Asset Management Boston, Massachusetts	$145M	-$49.6M	33	0.74%	Reduced
182	SG Americas Securities New York	$145M	+$8.3M	19	0.86%	Increased
183	HCM Hodges Capital Management Dallas, Texas	$144M	+$23M	8	5.51%	Increased
184	RI Relational Investors San Diego, California	$144M	-$72.4M	1	6.07%	Reduced
185	Aberdeen Asset Management Aberdeen, United Kingdom	$144M	+$8.77M	10	0.39%	Increased
186	Nuveen Charlotte, North Carolina	$144M	+$22.2M	21	0.79%	Increased
187	AQR Capital Management Greenwich, Connecticut	$143M	-$75.1M	31	0.33%	Reduced
188	KI Kalmar Investments Greenville, Delaware	$142M	-$9.78M	4	2.65%	Reduced
189	PM Pembroke Management Montreal, Quebec, Canada	$139M	-$7.03M	4	8.74%	Reduced
190	William Blair & Company Chicago, Illinois	$138M	-$52.9M	14	0.21%	Reduced
191	London Company of Virginia Richmond, Virginia	$136M	+$77.1M	4	1.25%	Increased
192	Capital International Investors Los Angeles, California	$135M	-$4.2M	3	0.25%	Reduced
193	KIG Kovitz Investment Group Chicago, Illinois	$135M	+$35.5M	5	7.39%	Increased
194	Orbis Holdings Hamilton, Bermuda	$134M	+$130M	1	1.07%	New
195	OCAM Owl Creek Asset Management New York	$133M	+$34.3M	1	7.2%	Increased
196	Mawer Investment Management Calgary, Alberta, Canada	$133M	+$6.53M	2	1.7%	Increased
197	Fayez Sarofim & Co Houston, Texas	$133M	-$2.53M	4	0.65%	Reduced
198	HCM Hahn Capital Management Walnut Creek, California	$133M	+$31.9M	3	11.54%	Increased
199	NCGI Next Century Growth Investors Plymouth, Minnesota	$132M	-$37.5M	5	4.64%	Reduced
200	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$131M	-$91.3M	2	1.47%	Reduced