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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	TIAA CREF Investment Management New York	$1.05B	-$80.4M	43	0.82%	Reduced
27	SAM Southeastern Asset Management Memphis, Tennessee	$1B	+$105M	4	5%	Increased
28	AllianceBernstein Nashville, Tennessee	$1B	+$21.1M	45	0.99%	Increased
29	Deutsche Bank Frankfurt Am Main Ge, Germany	$986M	+$89.5M	58	0.73%	Increased
30	Lord, Abbett & Co Jersey City, New Jersey	$946M	-$124M	16	2.18%	Reduced
31	Gates Foundation Trust Kirkland, Washington	$897M	$0	1	4.61%	Maintained
32	Royce & Associates New York	$890M	-$59.4M	29	2.65%	Reduced
33	Brown Advisory Baltimore, Maryland	$868M	+$54.4M	11	3.1%	Increased
34	BNP Paribas Financial Markets Paris, France	$858M	-$87M	28	0.62%	Reduced
35	ClearBridge Investments New York	$832M	-$149M	15	1.16%	Reduced
36	Baillie Gifford & Co Edinburgh, United Kingdom	$818M	+$29.3M	4	2.07%	Increased
37	Primecap Management Pasadena, California	$779M	+$27M	6	1.03%	Increased
38	BlackRock Advisors Wilmington, Delaware	$778M	+$2.35M	47	0.78%	Increased
39	Allianz Asset Management Munich, Germany	$753M	-$54.1M	29	1%	Reduced
40	Credit Suisse Zurich, Switzerland	$737M	+$142M	42	0.73%	Increased
41	LSV Asset Management Chicago, Illinois	$699M	-$2.58M	12	1.79%	Reduced
42	Artisan Partners Milwaukee, Wisconsin	$698M	-$70.2M	11	1.34%	Reduced
43	Columbia Wanger Asset Management Chicago, Illinois	$669M	-$748K	6	2.7%	Reduced
44	New York State Common Retirement Fund Albany, New York	$632M	+$7.07M	31	1.06%	Increased
45	UBS AM Chicago, Illinois	$622M	+$12.2M	36	0.77%	Increased
46	Frontier Capital Management Boston, Massachusetts	$609M	-$24.8M	11	4.69%	Reduced
47	Royal Bank of Canada Toronto, Ontario, Canada	$600M	+$89.8M	55	0.46%	Increased
48	Eaton Vance Management Boston, Massachusetts	$582M	-$62.9M	12	1.75%	Reduced
49	Principal Financial Group Des Moines, Iowa	$564M	+$50.1M	34	1.17%	Increased
50	BlackRock Investment Management Wilmington, Delaware	$561M	+$35.5M	44	0.93%	Increased