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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	Van Berkom & Associates Montreal, Quebec, Canada	$156M	+$16.3M	4	4.57%	Increased
177	Markel Group Glen Allen, Virginia	$155M	-$36.2M	2	2.89%	Reduced
178	NPIC Neumeier Poma Investment Counsel Carmel, California	$154M	+$3.26M	6	13.89%	Increased
179	Handelsbanken Fonder Stockholm, Sweden	$153M	+$32.9M	24	1.29%	Increased
180	VanEck Associates New York	$153M	+$2.84M	7	0.53%	Increased
181	Chevy Chase Trust Bethesda, Maryland	$150M	-$9.76M	9	0.61%	Reduced
182	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$150M	-$5.97M	40	0.85%	Reduced
183	ProShare Advisors Bethesda, Maryland	$147M	+$176K	25	0.78%	Increased
184	SEI Investments Oaks, Pennsylvania	$145M	-$10.3M	36	0.45%	Reduced
185	Epoch Investment Partners New York	$143M	-$81.3M	5	0.74%	Reduced
186	Ceredex Value Advisors Orlando, Florida	$142M	-$57M	5	2.11%	Reduced
187	River Road Asset Management Louisville, Kentucky	$141M	+$16M	3	2.42%	Increased
188	Balyasny Asset Management Chicago, Illinois	$140M	+$67.8M	15	1.22%	Increased
189	Longview Asset Management (Illinois) Chicago, Illinois	$140M	$0	1	2.81%	Maintained
190	Icahn Carl Sunny Isles Beach, Florida	$138M	$0	1	0.7%	Maintained
191	Douglass Winthrop Advisors New York	$137M	+$59.4M	3	5.1%	Increased
192	IR IAT Reinsurance New York	$135M	-$2.93M	2	36.88%	Reduced
193	Los Angeles Capital Management Los Angeles, California	$133M	-$10.3M	23	0.64%	Reduced
194	Capital International Inc Los Angeles, California	$133M	+$38M	5	1.62%	Increased
195	Manning & Napier Group Fairport, New York	$133M	+$98.3M	4	1.42%	Increased
196	Two Sigma Advisers New York	$133M	-$42M	37	0.39%	Reduced
197	Rockefeller Capital Management New York	$132M	+$5.99M	31	1.38%	Increased
198	US Bancorp Minneapolis, Minnesota	$131M	-$6.58M	52	0.34%	Reduced
199	Asset Management One Tokyo, Japan	$130M	-$1.07M	17	0.64%	Reduced
200	DZ Bank Frankfurt Am Main, Germany	$128M	-$10.6M	10	0.34%	Reduced