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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	Susquehanna International Group Bala Cynwyd, Pennsylvania	$147M	+$29.3M	44	0.04%	Increased
202	Burgundy Asset Management Toronto, Ontario, Canada	$146M	-$1.85M	1	1.43%	Reduced
203	Conestoga Capital Advisors Wayne, Pennsylvania	$146M	-$55.7K	3	3.5%	Reduced
204	NPIC Neumeier Poma Investment Counsel Carmel, California	$144M	+$11.2M	5	11.05%	Increased
205	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$143M	+$888K	4	4.05%	Increased
206	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$142M	+$42M	28	0.88%	Increased
207	Scout Investments Kansas City, Missouri	$142M	-$4.44M	5	2.75%	Reduced
208	SFM Systematic Financial Management Teaneck, New Jersey	$141M	+$2.01M	17	5.53%	Increased
209	LM Luminus Management Houston, Texas	$141M	-$240M	7	5.86%	Reduced
210	Marshall Wace Asia Central, Hong Kong	$140M	+$86.8M	2	3.45%	Increased
211	GGHC Gilder Gagnon Howe & Co New York	$139M	-$792K	5	1.45%	Reduced
212	Tocqueville Asset Management New York	$139M	-$14.7M	11	2.04%	Reduced
213	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$136M	-$1.42M	35	1.5%	Reduced
214	Korea Investment Corp Seoul, South Korea	$136M	+$197K	7	0.49%	Increased
215	AMF Tjänstepension Stockholm, Sweden	$135M	+$6.02M	4	1.29%	Increased
216	Point72 Asset Management Stamford, Connecticut	$135M	+$25.8M	14	0.71%	Increased
217	CIBC World Markets New York	$134M	+$26.9M	10	0.87%	Increased
218	Hood River Capital Management Palm Beach Gardens, Florida	$132M	+$14.5M	8	5.7%	Increased
219	Kennedy Capital Management St Louis, Missouri	$130M	+$12.2M	20	3.19%	Increased
220	Jane Street New York	$129M	+$70.9M	24	0.18%	Increased
221	Emerald Advisers Leola, Pennsylvania	$129M	+$5.34M	9	5.45%	Increased
222	Madison Asset Management Madison, Wisconsin	$129M	+$129M	4	1.98%	New
223	Marshall Wace London, United Kingdom	$128M	+$33.8M	28	0.88%	Increased
224	AAM ACK Asset Management Greenwich, Connecticut	$126M	+$28M	6	36.67%	Increased
225	Marshfield Associates Washington, District of Columbia	$126M	+$9.59M	1	6.57%	Increased