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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	CPM Chesapeake Partners Management Baltimore, Maryland	$130M	+$3.14M	3	6.79%	Increased
177	Point72 Asset Management Stamford, Connecticut	$129M	+$9.22M	15	1.01%	Increased
178	Brown Advisory Baltimore, Maryland	$129M	+$30.5M	11	0.46%	Increased
179	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$127M	-$10.3M	12	0.35%	Reduced
180	WCMNY Westchester Capital Management (New York) Valhalla, New York	$127M	-$20.2M	2	2.04%	Reduced
181	Wedge Capital Management Charlotte, North Carolina	$126M	+$43.4M	12	1.33%	Increased
182	New Mountain Vantage Advisers New York	$126M	+$5.33M	2	4.91%	Increased
183	LCG Luxor Capital Group New York	$126M	+$79.1M	3	2.88%	Increased
184	PHS PFM Health Sciences San Francisco, California	$123M	-$43.4M	2	3.46%	Reduced
185	LHC Lodge Hill Capital New York	$123M	+$75.1M	5	26.19%	Increased
186	KCM Kensico Capital Management Greenwich, Connecticut	$122M	+$119M	1	2.57%	Increased
187	Edmond de Rothschild Holding Chambesy, Switzerland	$122M	+$30M	12	3%	Increased
188	Panagora Asset Management Boston, Massachusetts	$122M	-$5.79M	30	0.64%	Reduced
189	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$121M	+$15.6M	19	0.5%	Increased
190	MCM Marcato Capital Management San Francisco, California	$121M	+$140M	1	6.09%	New
191	Putnam Investments Boston, Massachusetts	$119M	+$15.6M	18	0.27%	Increased
192	SCA Southpoint Capital Advisors New York	$118M	-$12.1M	1	5.28%	Reduced
193	Adage Capital Partners Boston, Massachusetts	$116M	-$65.2M	7	0.32%	Reduced
194	Westfield Capital Management Boston, Massachusetts	$115M	-$111M	2	0.82%	Reduced
195	LI LMCG Investments Boston, Massachusetts	$115M	+$29.8M	10	2.46%	Increased
196	AR Advisory Research Chicago, Illinois	$114M	+$82.4M	3	1.63%	Increased
197	HCM Hahn Capital Management Walnut Creek, California	$113M	+$8.46M	3	11.12%	Increased
198	Citigroup New York	$112M	-$25.2M	55	0.1%	Reduced
199	Fuller & Thaler Asset Management San Mateo, California	$110M	+$1.19M	9	2.83%	Increased
200	Silvercrest Asset Management New York	$109M	+$1.13M	6	1.66%	Increased