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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	US Bancorp Minneapolis, Minnesota	$157M	-$3.62M	45	0.48%	Reduced
202	Hermes Investment Management London Uk, United Kingdom	$156M	-$4.11M	5	2.28%	Reduced
203	TBC Three Bays Capital Boston, Massachusetts	$155M	+$34.2M	2	10.75%	Increased
204	Aperio Group Sausalito, California	$154M	+$3.36M	42	0.76%	Increased
205	Robeco Institutional Asset Management Rotterdam, Netherlands	$153M	+$15.7M	13	0.72%	Increased
206	Thomaspartners Boston, Massachusetts	$153M	-$1.29M	1	1.12%	Reduced
207	CIBC World Markets New York	$151M	-$72.6M	10	1.6%	Reduced
208	B BloombergSen Toronto, Ontario, Canada	$150M	-$727K	1	10.87%	Reduced
209	FVP Firefly Value Partners Newtown, Pennsylvania	$150M	+$6.81M	2	13.46%	Increased
210	Man Group London, United Kingdom	$149M	+$156M	26	0.68%	New
211	Westfield Capital Management Boston, Massachusetts	$149M	-$29.6M	4	1.15%	Reduced
212	SI Standard Investments New York	$149M	+$32	1	29.54%	Increased
213	QI QV Investors Calgary, Alberta, Canada	$148M	+$150K	3	3.27%	Increased
214	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$145M	-$3.39M	33	1.76%	Reduced
215	Nordea Investment Management Stockholm, Sweden	$143M	+$26.1M	20	0.34%	Increased
216	DZ Bank Frankfurt Am Main, Germany	$142M	+$99.7M	14	0.55%	Increased
217	Vontobel Asset Management New York	$142M	-$4.14M	1	1.02%	Reduced
218	SIG Senator Investment Group New York	$140M	+$64.9M	1	1.66%	Increased
219	Nomura Holdings Tokyo, Japan	$139M	+$98.7M	13	0.24%	Increased
220	Burgundy Asset Management Toronto, Ontario, Canada	$138M	-$5.64M	2	1.3%	Reduced
221	TCW Group Los Angeles, California	$138M	+$28.7M	9	1.13%	Increased
222	Impax Asset Management (UK) London, United Kingdom	$138M	+$44.2M	2	3.66%	Increased
223	MCM Marcato Capital Management San Francisco, California	$137M	+$31.7M	2	21.73%	Increased
224	AGF Investments Inc Toronto, Ontario, Canada	$135M	-$40.8M	6	1.46%	Reduced
225	Natixis Advisors Boston, Massachusetts	$133M	+$10M	16	1.31%	Increased