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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	Primecap Management Pasadena, California	$1.27B	+$105M	6	1.24%	Increased
27	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.25B	+$174M	10	1.7%	Increased
28	AllianceBernstein Nashville, Tennessee	$1.24B	+$7.54M	45	1%	Increased
29	First Eagle Investment Management New York	$1.23B	-$98.2M	6	2.93%	Reduced
30	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.18B	+$85.2M	59	0.74%	Increased
31	BlackRock Group London, United Kingdom	$1.18B	+$6.58M	44	0.64%	Increased
32	ClearBridge Investments New York	$985M	+$167M	18	1.02%	Increased
33	TIAA CREF Investment Management New York	$923M	+$59.8M	45	0.64%	Increased
34	Baillie Gifford & Co Edinburgh, United Kingdom	$922M	+$11.7M	5	1.74%	Increased
35	Gates Foundation Trust Kirkland, Washington	$901M	$0	1	4.84%	Maintained
36	American Century Companies Kansas City, Missouri	$894M	-$92.9M	15	1%	Reduced
37	OppenheimerFunds New York	$869M	-$173M	8	0.97%	Reduced
38	LSV Asset Management Chicago, Illinois	$863M	+$19.9M	11	1.79%	Increased
39	Royce & Associates New York	$855M	-$61.6M	24	3.23%	Reduced
40	UBS AM Chicago, Illinois	$833M	-$5.43M	38	0.8%	Reduced
41	Artisan Partners Milwaukee, Wisconsin	$813M	+$87.8M	12	1.46%	Increased
42	Ameriprise Minneapolis, Minnesota	$782M	-$56.5M	44	0.45%	Reduced
43	Capital Research Global Investors Los Angeles, California	$723M	+$219M	4	0.25%	Increased
44	Citadel Advisors Miami, Florida	$684M	+$12M	46	0.65%	Increased
45	Credit Suisse Zurich, Switzerland	$675M	-$91.7M	50	0.68%	Reduced
46	Glenview Capital Management New York	$674M	+$167M	2	3.08%	Increased
47	Charles Schwab San Francisco, California	$651M	+$42.8M	44	0.92%	Increased
48	Harris Associates Chicago, Illinois	$647M	+$578M	2	1.02%	Increased
49	Waddell & Reed Financial Overland Park, Kansas	$637M	-$86.1M	6	0.89%	Reduced
50	Janus Henderson Investors US Denver, Colorado	$618M	-$31.6M	12	0.51%	Reduced