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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	$1.23B	+$120M	42	0.66%	Increased
27	First Eagle Investment Management New York	$1.17B	+$62.8M	5	2.83%	Increased
28	Goldman Sachs New York	$1.16B	-$56.2M	41	0.37%	Reduced
29	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.14B	+$30.6M	62	0.7%	Increased
30	American Century Companies Kansas City, Missouri	$1.04B	+$311M	15	1.18%	Increased
31	Gates Foundation Trust Kirkland, Washington	$1.03B	$0	1	5.15%	Maintained
32	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$979M	+$186M	5	1.31%	Increased
33	OppenheimerFunds New York	$978M	-$181M	11	1.09%	Reduced
34	Royce & Associates New York	$922M	+$34.8M	26	3.2%	Increased
35	TIAA CREF Investment Management New York	$910M	-$49.5M	45	0.64%	Reduced
36	UBS AM Chicago, Illinois	$890M	+$209M	38	0.85%	Increased
37	LSV Asset Management Chicago, Illinois	$878M	+$14.5M	9	1.82%	Increased
38	JP Jana Partners New York	$868M	+$423M	1	7.56%	Increased
39	Ameriprise Minneapolis, Minnesota	$865M	-$418M	45	0.5%	Reduced
40	Baillie Gifford & Co Edinburgh, United Kingdom	$824M	+$253M	5	1.65%	Increased
41	ClearBridge Investments New York	$817M	+$56.1M	18	0.86%	Increased
42	Waddell & Reed Financial Overland Park, Kansas	$811M	-$135M	7	1.13%	Reduced
43	Credit Suisse Zurich, Switzerland	$802M	+$15.5M	51	0.71%	Increased
44	Artisan Partners Milwaukee, Wisconsin	$734M	+$242M	11	1.28%	Increased
45	Allianz Asset Management Munich, Germany	$650M	-$118M	27	0.72%	Reduced
46	Janus Henderson Investors US Denver, Colorado	$643M	+$102M	14	0.55%	Increased
47	Charles Schwab San Francisco, California	$629M	+$27.6M	44	0.94%	Increased
48	Citadel Advisors Miami, Florida	$625M	+$293M	41	0.61%	Increased
49	Royal Bank of Canada Toronto, Ontario, Canada	$613M	-$123M	54	0.4%	Reduced
50	California Public Employees Retirement System Sacramento, California	$608M	+$24.1M	51	0.84%	Increased