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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	Fiduciary Management Inc Milwaukee, Wisconsin	$132M	-$1.2M	2	0.71%	Reduced
202	CC Capital Counsel New York	$132M	-$2.31M	2	7.43%	Reduced
203	Glenmede Trust Philadelphia, Pennsylvania	$132M	+$22.4M	27	1.15%	Increased
204	Maverick Capital Dallas, Texas	$130M	+$99.7M	2	1.9%	Increased
205	USAA United Services Automobile Association San Antonio, Texas	$130M	+$8.15M	15	0.47%	Increased
206	Wasatch Advisors Salt Lake City, Utah	$128M	-$10M	4	1.34%	Reduced
207	MLICM Metropolitan Life Insurance Company (MetLife) New York	$127M	-$4.96M	38	0.92%	Reduced
208	Beck Mack & Oliver New York	$127M	-$947K	4	2.98%	Reduced
209	Chevy Chase Trust Bethesda, Maryland	$126M	+$19.5M	12	0.82%	Increased
210	Van Berkom & Associates Montreal, Quebec, Canada	$126M	-$2.38M	3	6.32%	Reduced
211	Point72 Asset Management Stamford, Connecticut	$125M	-$185M	11	0.94%	Reduced
212	Nomura Holdings Tokyo, Japan	$125M	+$26.1M	21	0.34%	Increased
213	AR Advisory Research Chicago, Illinois	$123M	+$6.48M	2	1.19%	Increased
214	ARC Absolute Return Capital Boston, Massachusetts	$123M	-$8.23M	8	1.72%	Reduced
215	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$122M	-$14.7M	7	1.28%	Reduced
216	IAM Impala Asset Management Palm Beach, Florida	$121M	+$15M	2	4.56%	Increased
217	Two Sigma Advisers New York	$121M	-$68.4M	31	0.91%	Reduced
218	I.G. Investment Management Winnipeg, Manitoba, Canada	$121M	-$70.5M	11	0.43%	Reduced
219	GC GW Capital Bellevue, Washington	$120M	-$7.77M	4	5.11%	Reduced
220	Gates Capital Management New York	$120M	+$4.15M	1	3.62%	Increased
221	PAR Capital Management Boston, Massachusetts	$116M	+$4.4M	3	3.1%	Increased
222	Bank of Nova Scotia Toronto, Ontario, Canada	$115M	+$12M	8	0.47%	Increased
223	Altimeter Capital Management Boston, Massachusetts	$115M	+$47.7M	1	10.56%	Increased
224	abrdn Investment Management Edinburgh, United Kingdom	$114M	+$109M	10	0.43%	Increased
225	Seizert Capital Partners Birmingham, Michigan	$113M	-$1.29M	4	2.27%	Reduced