← All themes

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	First Eagle Investment Management New York	$1.32B	+$62.8M	7	3.15%	Increased
27	JP Jana Partners New York	$1.24B	-$12.6M	2	7.37%	Reduced
28	Neuberger Berman Group New York	$1.21B	-$118M	15	1.35%	Reduced
29	BlackRock Group London, United Kingdom	$1.18B	-$27.9M	43	0.64%	Reduced
30	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.15B	-$54.9M	59	0.74%	Reduced
31	Icahn Carl Sunny Isles Beach, Florida	$1.15B	$0	2	3.68%	Maintained
32	Harris Associates Chicago, Illinois	$995M	+$314M	3	1.59%	Increased
33	ClearBridge Investments New York	$969M	+$54.8M	15	1.02%	Increased
34	Gates Foundation Trust Kirkland, Washington	$955M	$0	1	5.61%	Maintained
35	Baillie Gifford & Co Edinburgh, United Kingdom	$931M	-$9.44M	4	1.67%	Reduced
36	LSV Asset Management Chicago, Illinois	$925M	+$15.7M	15	1.92%	Increased
37	UBS AM Chicago, Illinois	$862M	+$36.2M	37	0.83%	Increased
38	TIAA CREF Investment Management New York	$841M	-$64.5M	48	0.6%	Reduced
39	Royce & Associates New York	$838M	+$10.1M	24	3.54%	Increased
40	Capital Research Global Investors Los Angeles, California	$807M	+$139M	5	0.27%	Increased
41	American Century Companies Kansas City, Missouri	$807M	-$97.9M	13	0.91%	Reduced
42	OppenheimerFunds New York	$804M	-$92.6M	7	0.92%	Reduced
43	Credit Suisse Zurich, Switzerland	$772M	+$78.4M	51	0.75%	Increased
44	Ameriprise Minneapolis, Minnesota	$753M	-$18.8M	44	0.43%	Reduced
45	Russell Frank Company Seattle, Washington	$709M	+$169M	48	1.14%	Increased
46	Artisan Partners Milwaukee, Wisconsin	$694M	-$74.6M	10	1.28%	Reduced
47	Waddell & Reed Financial Overland Park, Kansas	$652M	-$16.4M	6	0.93%	Reduced
48	Charles Schwab San Francisco, California	$642M	-$18.3M	44	0.89%	Reduced
49	IAM Iridian Asset Management Westport, Connecticut	$641M	+$328M	4	5.05%	Increased
50	Citadel Advisors Miami, Florida	$638M	-$38M	42	0.55%	Reduced