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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	CC Capital Counsel New York	$123M	+$3.22M	1	7.15%	Increased
202	Putnam Investments Boston, Massachusetts	$122M	-$5.62M	24	0.33%	Reduced
203	Axiom Investors Greenwich, Connecticut	$122M	+$42.7M	3	3.88%	Increased
204	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$119M	-$15.2M	12	0.34%	Reduced
205	CPM Chesapeake Partners Management Baltimore, Maryland	$117M	-$6.08M	4	5.58%	Reduced
206	Capital International Inc Los Angeles, California	$117M	+$40M	3	5.18%	Increased
207	FTCM Fir Tree Capital Management New York	$116M	-$35.4M	1	1.59%	Reduced
208	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$116M	+$44.6M	28	1.06%	Increased
209	Kennedy Capital Management St Louis, Missouri	$114M	+$9.23M	18	2.21%	Increased
210	GGHC Gilder Gagnon Howe & Co New York	$111M	-$4.09M	6	1.74%	Reduced
211	State of Tennessee, Department of Treasury Nashville, Tennessee	$110M	+$107M	24	0.67%	New
212	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$110M	+$87.1M	10	1.44%	Increased
213	Van Berkom & Associates Montreal, Quebec, Canada	$110M	+$26.6M	3	7.07%	Increased
214	OAMG Odey Asset Management Group London, United Kingdom	$110M	+$51.3M	2	2.89%	Increased
215	Westfield Capital Management Boston, Massachusetts	$110M	+$6.01M	3	0.7%	Increased
216	Apex Capital Management Dayton, Ohio	$109M	-$72.3M	8	4.77%	Reduced
217	TPSF Texas Permanent School Fund Austin, Texas	$108M	-$4.15M	26	1.11%	Reduced
218	Capital International Investors Los Angeles, California	$108M	+$5.97M	2	0.46%	Increased
219	Davis Selected Advisers Tucson, Arizona	$108M	-$6.14M	4	0.28%	Reduced
220	MSA Mason Street Advisors Milwaukee, Wisconsin	$107M	+$24M	28	1.22%	Increased
221	Chevy Chase Trust Bethesda, Maryland	$106M	-$1.72M	12	0.87%	Reduced
222	Los Angeles Capital Management Los Angeles, California	$106M	+$17.2M	19	1.31%	Increased
223	Boston Trust Walden Boston, Massachusetts	$104M	-$903K	5	1.6%	Reduced
224	Commerzbank Aktiengesellschaft Frankfurt, Germany	$103M	-$53.8M	17	0.52%	Reduced
225	Bessemer Group Woodbridge, New Jersey	$103M	-$68.2M	12	0.83%	Reduced