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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
26	BlackRock Group London, United Kingdom	$945M	+$980M	38	0.72%	New
27	Goldman Sachs New York	$923M	+$935M	48	0.36%	New
28	AllianceBernstein Nashville, Tennessee	$890M	+$923M	44	0.94%	New
29	ClearBridge Investments New York	$889M	+$913M	16	1.36%	New
30	Royce & Associates New York	$888M	+$890M	28	2.74%	New
31	Gates Foundation Trust Kirkland, Washington	$888M	+$915M	1	4.99%	New
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$857M	+$890M	55	0.7%	New
33	SAM Southeastern Asset Management Memphis, Tennessee	$850M	+$902M	3	4.18%	New
34	Baillie Gifford & Co Edinburgh, United Kingdom	$781M	+$831M	4	2.37%	New
35	Allianz Asset Management Munich, Germany	$776M	+$804M	31	1.1%	New
36	BlackRock Advisors Wilmington, Delaware	$752M	+$792M	46	0.79%	New
37	Primecap Management Pasadena, California	$747M	+$761M	6	1.07%	New
38	Artisan Partners Milwaukee, Wisconsin	$736M	+$721M	13	1.58%	New
39	Brown Advisory Baltimore, Maryland	$681M	+$702M	12	2.73%	New
40	LSV Asset Management Chicago, Illinois	$673M	+$694M	12	1.8%	New
41	Viking Global Investors Stamford, Connecticut	$672M	+$715M	1	3.74%	New
42	Eaton Vance Management Boston, Massachusetts	$640M	+$671M	12	1.94%	New
43	Columbia Wanger Asset Management Chicago, Illinois	$627M	+$630M	6	2.74%	New
44	OppenheimerFunds New York	$617M	+$643M	9	0.89%	New
45	Frontier Capital Management Boston, Massachusetts	$609M	+$612M	10	5.06%	New
46	UBS AM Chicago, Illinois	$602M	+$615M	35	0.78%	New
47	New York State Common Retirement Fund Albany, New York	$590M	+$609M	29	1.04%	New
48	Credit Suisse Zurich, Switzerland	$572M	+$595M	46	0.58%	New
49	Legal & General Group London, United Kingdom	$543M	+$561M	19	0.75%	New
50	First Eagle Investment Management New York	$527M	+$556M	3	1.6%	New