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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	Orbis Holdings Hamilton, Bermuda	$152M	-$496K	1	1.16%	Reduced
177	USAA United Services Automobile Association San Antonio, Texas	$151M	+$18.6M	17	0.53%	Increased
178	HCM Hodges Capital Management Dallas, Texas	$150M	+$8.88M	8	5.47%	Increased
179	Two Sigma Advisers New York	$150M	-$44.1M	26	1.12%	Reduced
180	Aberdeen Asset Management Aberdeen, United Kingdom	$150M	+$5.49M	10	0.43%	Increased
181	CC Capital Counsel New York	$150M	-$412K	1	7.41%	Reduced
182	HA Heartland Advisors Milwaukee, Wisconsin	$146M	-$67.5M	9	4.09%	Reduced
183	TP Theleme Partners London, United Kingdom	$145M	+$128M	2	9.29%	Increased
184	Two Sigma Investments New York	$145M	-$103M	30	0.68%	Reduced
185	Point72 Asset Management Stamford, Connecticut	$143M	-$44.5M	10	0.99%	Reduced
186	New Mountain Vantage Advisers New York	$141M	+$31.6M	2	5.75%	Increased
187	Capital International Investors Los Angeles, California	$140M	+$17.6K	3	0.24%	Increased
188	Vontobel Asset Management New York	$139M	+$6.81M	1	1.06%	Increased
189	Balyasny Asset Management Chicago, Illinois	$139M	+$65.1M	15	0.86%	Increased
190	Mawer Investment Management Calgary, Alberta, Canada	$135M	-$18.6M	2	1.72%	Reduced
191	Fayez Sarofim & Co Houston, Texas	$133M	-$5.63M	4	0.68%	Reduced
192	Brown Advisory Baltimore, Maryland	$132M	+$26.8M	11	0.43%	Increased
193	KI Kalmar Investments Greenville, Delaware	$130M	-$2.77M	4	2.47%	Reduced
194	US Bancorp Minneapolis, Minnesota	$128M	-$4.12M	46	0.5%	Reduced
195	Fiduciary Management Inc Milwaukee, Wisconsin	$128M	-$2.42M	2	0.67%	Reduced
196	SC Sasco Capital Fairfield, Connecticut	$128M	+$143M	2	2.33%	Increased
197	Edmond de Rothschild Holding Chambesy, Switzerland	$125M	+$124M	11	2.68%	New
198	PAR Capital Management Boston, Massachusetts	$124M	-$19.8M	3	2.81%	Reduced
199	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$124M	+$15M	29	1.47%	Increased
200	Nuveen Charlotte, North Carolina	$121M	-$25M	22	0.65%	Reduced