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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	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.22B	+$183M	57	0.87%	Increased
27	BlackRock Group London, United Kingdom	$1.17B	-$51.5M	42	0.74%	Reduced
28	OppenheimerFunds New York	$1.16B	+$142M	10	1.37%	Increased
29	Gates Foundation Trust Kirkland, Washington	$1.12B	$0	1	5.65%	Maintained
30	TIAA CREF Investment Management New York	$1.1B	+$9.66M	43	0.79%	Increased
31	ClearBridge Investments New York	$1.07B	+$59.7M	19	1.27%	Increased
32	Primecap Management Pasadena, California	$1.07B	+$168M	5	1.21%	Increased
33	Royce & Associates New York	$1.02B	-$26.4M	27	3.01%	Reduced
34	Credit Suisse Zurich, Switzerland	$1B	+$2.66M	49	0.98%	Increased
35	LSV Asset Management Chicago, Illinois	$866M	-$25.7M	9	2.02%	Reduced
36	Allianz Asset Management Munich, Germany	$830M	+$93.8M	33	1%	Increased
37	Lord, Abbett & Co Jersey City, New Jersey	$822M	-$61.8M	15	1.87%	Reduced
38	American Century Companies Kansas City, Missouri	$776M	+$104M	23	0.92%	Increased
39	Brown Advisory Baltimore, Maryland	$775M	-$206M	13	2.47%	Reduced
40	Frontier Capital Management Boston, Massachusetts	$769M	-$5.81M	10	5.56%	Reduced
41	UBS AM Chicago, Illinois	$741M	-$22.1M	38	0.79%	Reduced
42	Columbia Wanger Asset Management Chicago, Illinois	$740M	-$57.1M	6	2.91%	Reduced
43	New York State Common Retirement Fund Albany, New York	$728M	-$20M	30	1.12%	Reduced
44	California Public Employees Retirement System Sacramento, California	$721M	+$16.6M	50	1.03%	Increased
45	First Eagle Investment Management New York	$721M	-$10.8M	5	1.91%	Reduced
46	Royal Bank of Canada Toronto, Ontario, Canada	$700M	-$51M	56	0.51%	Reduced
47	Baillie Gifford & Co Edinburgh, United Kingdom	$687M	+$155M	4	1.62%	Increased
48	Capital Research Global Investors Los Angeles, California	$680M	+$60.4M	3	0.25%	Increased
49	Principal Financial Group Des Moines, Iowa	$669M	-$41.5M	33	1.19%	Reduced
50	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$638M	+$78.4M	5	0.91%	Increased