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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	US Bancorp Minneapolis, Minnesota	$242M	-$2.2M	56	0.5%	Reduced
177	Ninety One (UK) London, United Kingdom	$242M	-$13.6M	2	0.8%	Reduced
178	Mitsubishi UFJ Asset Management Tokyo, Japan	$240M	+$22M	11	0.77%	Increased
179	Alkeon Capital Management New York	$240M	-$74.5M	2	0.78%	Reduced
180	Beutel, Goodman & Co Toronto, Ontario, Canada	$237M	-$52.6M	3	1.6%	Reduced
181	Two Sigma Advisers New York	$234M	+$66.7M	40	0.68%	Increased
182	Rathbones Group Liverpool, United Kingdom	$232M	+$12M	6	2.86%	Increased
183	Mariner Overland Park, Kansas	$231M	+$13.9M	31	0.92%	Increased
184	BNP Paribas Financial Markets Paris, France	$230M	-$62.4M	56	0.37%	Reduced
185	ProShare Advisors Bethesda, Maryland	$229M	+$9.78M	29	0.88%	Increased
186	Baird Financial Group Milwaukee, Wisconsin	$226M	-$23.6M	21	0.67%	Reduced
187	Axa Paris, France	$224M	+$14.8M	18	0.88%	Increased
188	NPIC Neumeier Poma Investment Counsel Carmel, California	$223M	-$11.7M	7	22.08%	Reduced
189	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$223M	+$52M	18	0.38%	Increased
190	State of New Jersey Common Pension Fund D Trenton, New Jersey	$221M	-$3.22M	30	0.89%	Reduced
191	AustralianSuper Melbourne, Australia	$218M	-$31.7M	1	1.55%	Reduced
192	Conestoga Capital Advisors Wayne, Pennsylvania	$218M	-$1.84M	3	4.26%	Reduced
193	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$216M	-$2.6M	41	0.98%	Reduced
194	CI Investments Inc Toronto, Ontario, Canada	$216M	-$67M	22	1.12%	Reduced
195	Vontobel Holding Zurich, Switzerland	$215M	+$8.23M	13	2.51%	Increased
196	D.E. Shaw & Co New York	$214M	+$40.3M	42	0.26%	Increased
197	Davenport & Co Richmond, Virginia	$209M	+$17.7M	11	1.82%	Increased
198	Jane Street New York	$208M	+$64.3M	53	0.09%	Increased
199	Westwood Holdings Group Dallas, Texas	$208M	-$22.6M	11	2.45%	Reduced
200	AM Ares Management Los Angeles, California	$207M	$0	2	9.61%	Maintained