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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	Federated Hermes Pittsburgh, Pennsylvania	$153M	-$35.9M	34	0.45%	Reduced
202	Korea Investment Corp Seoul, South Korea	$151M	-$12.9M	6	0.69%	Reduced
203	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$150M	+$14.6M	33	1.77%	Increased
204	TCW Group Los Angeles, California	$150M	+$2.75M	9	1.21%	Increased
205	CIBC World Markets New York	$149M	+$10.2M	9	1.29%	Increased
206	SI Standard Investments New York	$148M	$0	1	15.22%	Maintained
207	RHJA Rice Hall James & Associates San Diego, California	$148M	+$23.6M	10	5.37%	Increased
208	CCI Columbus Circle Investors	$148M	-$1.56M	5	3.04%	Reduced
209	Vontobel Asset Management New York	$147M	-$6.24M	1	1.09%	Reduced
210	SAM Southeastern Asset Management Memphis, Tennessee	$144M	+$40.8M	1	1.61%	Increased
211	Westfield Capital Management Boston, Massachusetts	$144M	-$191K	4	1.07%	Reduced
212	Tocqueville Asset Management New York	$144M	+$24.8M	11	1.82%	Increased
213	US Bancorp Minneapolis, Minnesota	$143M	-$3.73M	45	0.44%	Reduced
214	Jacobs Levy Equity Management Florham Park, New Jersey	$143M	-$16.9M	19	2.24%	Reduced
215	CAM ClariVest Asset Management San Diego, California	$142M	-$12.8M	14	2.45%	Reduced
216	Bridgeway Capital Management Houston, Texas	$141M	-$38.9M	25	1.43%	Reduced
217	SSM Sound Shore Management Greenwich, Connecticut	$139M	-$1.47M	1	2.34%	Reduced
218	Charles Schwab Investment Advisory San Francisco, California	$139M	+$146M	1	0.25%	New
219	GA Greenhaven Associates Purchase, New York	$138M	+$43.5M	2	2.07%	Increased
220	Nuveen Charlotte, North Carolina	$133M	+$8.08M	13	0.84%	Increased
221	Wasatch Advisors Salt Lake City, Utah	$131M	+$13.3M	3	1.58%	Increased
222	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$130M	+$24.2M	16	0.26%	Increased
223	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$128M	-$6.61M	6	4.65%	Reduced
224	SC Shellback Capital Boston, Massachusetts	$125M	+$73.9M	5	9.15%	Increased
225	Brown Advisory Baltimore, Maryland	$125M	+$9.57M	17	0.38%	Increased