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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
201	Citadel Advisors Miami, Florida	$117M	+$120M	40	0.2%	New
202	GTP Global Thematic Partners New York	$116M	+$120M	1	1.72%	New
203	SAM Scopus Asset Management New York	$115M	+$114M	5	3.2%	New
204	Putnam Investments Boston, Massachusetts	$115M	+$117M	26	0.34%	New
205	Davis Selected Advisers Tucson, Arizona	$113M	+$120M	4	0.29%	New
206	Nuveen Charlotte, North Carolina	$112M	+$112M	21	0.75%	New
207	GE General Electric Evendale, Ohio	$110M	+$117M	2	0.58%	New
208	Comerica Bank Dallas, Texas	$109M	+$113M	29	0.89%	New
209	Generation Investment Management London, United Kingdom	$109M	+$116M	1	2.11%	New
210	Beck Mack & Oliver New York	$109M	+$111M	4	2.97%	New
211	TPSF Texas Permanent School Fund Austin, Texas	$106M	+$109M	25	1.1%	New
212	Chevy Chase Trust Bethesda, Maryland	$105M	+$109M	12	0.92%	New
213	DF Dent & Co Baltimore, Maryland	$104M	+$101M	2	2.96%	New
214	FA Friess Associates Greenville, Delaware	$104M	+$103M	5	8.13%	New
215	GGHC Gilder Gagnon Howe & Co New York	$103M	+$109M	8	1.95%	New
216	Gateway Investment Advisers Cincinnati, Ohio	$103M	+$107M	8	0.89%	New
217	SIG Senator Investment Group New York	$102M	+$99.9M	1	1.58%	New
218	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$101M	+$96.9M	5	0.97%	New
219	CC Capital Counsel New York	$101M	+$99.9M	1	6.07%	New
220	Scout Investments Kansas City, Missouri	$98.9M	+$101M	4	1.15%	New
221	NCGI Next Century Growth Investors Plymouth, Minnesota	$97.2M	+$92.4M	3	3.12%	New
222	AC Apex Capital Orinda, California	$97.2M	+$96.3M	3	6.64%	New
223	Capital International Investors Los Angeles, California	$97.1M	+$100M	2	0.44%	New
224	1919 Investment Counsel Baltimore, Maryland	$96.7M	+$102M	14	2.26%	New
225	Westfield Capital Management Boston, Massachusetts	$96.5M	+$100M	4	0.66%	New