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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	MLICM Metropolitan Life Insurance Company (MetLife) New York	$138M	-$358K	40	0.97%	Reduced
202	Fidelity International Hamilton, Bermuda	$135M	-$26.9M	9	0.54%	Reduced
203	CC Capital Counsel New York	$135M	-$8.94M	2	7.56%	Reduced
204	Los Angeles Capital Management Los Angeles, California	$134M	+$13.2M	20	1.5%	Increased
205	Balyasny Asset Management Chicago, Illinois	$134M	-$22.2M	5	1.74%	Reduced
206	Two Sigma Advisers New York	$132M	+$19.5M	31	1.28%	Increased
207	Gotham Asset Management New York	$132M	+$22.3M	20	3.13%	Increased
208	PC Perry Capital New York	$130M	+$83.7M	2	3.81%	Increased
209	Kennedy Capital Management St Louis, Missouri	$130M	-$2.4M	20	2.4%	Reduced
210	SFM Systematic Financial Management Teaneck, New Jersey	$128M	-$174M	11	0.94%	Reduced
211	Comerica Bank Dallas, Texas	$127M	-$26.4M	33	0.99%	Reduced
212	Capital International Inc Los Angeles, California	$127M	+$2.32M	3	5.45%	Increased
213	MSA Mason Street Advisors Milwaukee, Wisconsin	$125M	+$6.05M	28	1.02%	Increased
214	Jacobs Levy Equity Management Florham Park, New Jersey	$123M	+$55.4M	16	1.85%	Increased
215	TAA Turiya Advisors Asia Hong Kong	$121M	+$6.63M	1	10.6%	Increased
216	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$120M	-$17.1M	28	1.4%	Reduced
217	ING Group Amsterdam, Netherlands	$120M	+$31.3M	7	0.6%	Increased
218	PCM Penn Capital Management Philadelphia, Pennsylvania	$119M	+$6.11M	11	4.29%	Increased
219	Chevy Chase Trust Bethesda, Maryland	$118M	+$1.71M	12	0.87%	Increased
220	BAMCO Inc New York	$117M	+$21.5M	5	0.49%	Increased
221	Capital International Investors Los Angeles, California	$117M	$0	2	0.36%	Maintained
222	Nuveen Charlotte, North Carolina	$117M	+$2.57M	22	0.75%	Increased
223	Bessemer Group Woodbridge, New Jersey	$116M	+$4.88M	13	0.83%	Increased
224	TPSF Texas Permanent School Fund Austin, Texas	$116M	-$4.49M	26	1.15%	Reduced
225	SM Stratton Management King Of Prussia, Pennsylvania	$114M	+$607K	6	5.43%	Increased