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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	Burgundy Asset Management Toronto, Ontario, Canada	$132M	+$13.6M	2	1.8%	Increased
177	NPIC Neumeier Poma Investment Counsel Carmel, California	$132M	+$23.3M	6	13.63%	Increased
178	SEI Investments Oaks, Pennsylvania	$132M	+$4.71M	37	0.49%	Increased
179	BNP Paribas Financial Markets Paris, France	$130M	-$16.9M	56	0.27%	Reduced
180	First Pacific Advisors El Segundo, California	$129M	+$181M	2	1.82%	Increased
181	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$129M	-$66K	16	0.39%	Reduced
182	Envestnet Asset Management Chicago, Illinois	$129M	+$19.4M	34	0.15%	Increased
183	Los Angeles Capital Management Los Angeles, California	$126M	-$17.5M	22	0.79%	Reduced
184	Natixis Advisors Boston, Massachusetts	$124M	+$9.95M	18	1.01%	Increased
185	Samlyn Capital New York	$123M	+$71.1M	3	3.09%	Increased
186	IR IAT Reinsurance New York	$122M	-$4.59K	3	34.63%	Reduced
187	US Bancorp Minneapolis, Minnesota	$122M	+$98.3K	53	0.38%	Increased
188	Longview Asset Management (Illinois) Chicago, Illinois	$121M	$0	1	2.7%	Maintained
189	Empyrean Capital Partners Los Angeles, California	$120M	+$97.6M	4	8.26%	Increased
190	Van Berkom & Associates Montreal, Quebec, Canada	$120M	+$4.36M	3	4.29%	Increased
191	DZ Bank Frankfurt Am Main, Germany	$120M	-$28.3M	10	0.41%	Reduced
192	Gates Capital Management New York	$119M	+$27.7M	2	7.84%	Increased
193	AGF Investments Inc Toronto, Ontario, Canada	$119M	-$30.9M	11	1.44%	Reduced
194	Asset Management One Tokyo, Japan	$116M	-$7.64M	17	0.67%	Reduced
195	SCM Sahana Capital Management Greenwich, Connecticut	$114M	+$163M	1	17.48%	New
196	State of Tennessee, Department of Treasury Nashville, Tennessee	$111M	-$41.1M	33	0.63%	Reduced
197	Rockefeller Capital Management New York	$111M	-$32M	28	1.45%	Reduced
198	Madison Asset Management Madison, Wisconsin	$110M	-$391K	4	2.26%	Reduced
199	Jacobs Levy Equity Management Florham Park, New Jersey	$110M	-$13.2M	23	1.41%	Reduced
200	Marshfield Associates Washington, District of Columbia	$109M	+$9.7M	1	6.71%	Increased