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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	FP FPR Partners San Francisco, California	$180M	+$78M	1	4.12%	Increased
177	Charles Schwab Investment Advisory San Francisco, California	$177M	+$2.91M	1	0.27%	Increased
178	Alyeska Investment Group Chicago, Illinois	$177M	-$24.6M	6	2.56%	Reduced
179	Chevy Chase Trust Bethesda, Maryland	$176M	+$631K	9	0.72%	Increased
180	EC Eminence Capital New York	$172M	-$56.5M	1	2.07%	Reduced
181	Davenport & Co Richmond, Virginia	$168M	-$3.34M	8	2.01%	Reduced
182	Gates Capital Management New York	$167M	+$9.19M	2	7.24%	Increased
183	Asset Management One Tokyo, Japan	$162M	-$1.28M	20	0.78%	Reduced
184	Vontobel Asset Management New York	$161M	-$49.9M	1	1.08%	Reduced
185	Man Group London, United Kingdom	$160M	-$70.5M	23	0.59%	Reduced
186	ProShare Advisors Bethesda, Maryland	$155M	+$16.5M	27	0.87%	Increased
187	Jacobs Levy Equity Management Florham Park, New Jersey	$155M	+$42.9M	19	1.9%	Increased
188	Los Angeles Capital Management Los Angeles, California	$154M	+$63.1M	21	0.83%	Increased
189	State of Tennessee, Department of Treasury Nashville, Tennessee	$153M	-$1.2M	32	0.71%	Reduced
190	Brown Advisory Baltimore, Maryland	$151M	-$16.8M	13	0.42%	Reduced
191	Sterling Capital Management Charlotte, North Carolina	$149M	-$8.77M	11	1.41%	Reduced
192	VanEck Associates New York	$148M	+$3.37M	8	0.69%	Increased
193	CBT Capital Bank & Trust Irvine, California	$147M	-$16M	8	2.03%	Reduced
194	AGF Investments Inc Toronto, Ontario, Canada	$146M	-$70M	6	1.83%	Reduced
195	US Bancorp Minneapolis, Minnesota	$146M	-$8.35M	48	0.4%	Reduced
196	Glenmede Trust Philadelphia, Pennsylvania	$145M	-$23.5M	37	0.66%	Reduced
197	Tocqueville Asset Management New York	$144M	-$30M	12	1.96%	Reduced
198	Conestoga Capital Advisors Wayne, Pennsylvania	$144M	+$30.5M	4	3.7%	Increased
199	QI QV Investors Calgary, Alberta, Canada	$141M	+$331K	2	4.24%	Increased
200	Envestnet Asset Management Chicago, Illinois	$140M	-$20.7M	38	0.15%	Reduced