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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	Morgan Stanley New York	$1.2B	-$216M	66	0.46%	Reduced
27	BlackRock Group London, United Kingdom	$1.14B	+$15.7M	47	0.62%	Increased
28	ClearBridge Investments New York	$1.02B	+$35M	13	1.21%	Increased
29	AllianceBernstein Nashville, Tennessee	$986M	-$130M	38	0.84%	Reduced
30	Baillie Gifford & Co Edinburgh, United Kingdom	$950M	+$181M	3	1.67%	Increased
31	First Eagle Investment Management New York	$897M	-$13.8M	6	2.28%	Reduced
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$874M	-$124M	61	0.66%	Reduced
33	Gates Foundation Trust Kirkland, Washington	$862M	$0	1	5.01%	Maintained
34	Janus Henderson Investors US Denver, Colorado	$808M	-$32.4M	16	0.7%	Reduced
35	Neuberger Berman Group New York	$804M	-$47.3M	16	1.11%	Reduced
36	Massachusetts Financial Services Boston, Massachusetts	$790M	-$5.56M	9	0.41%	Reduced
37	Icahn Carl Sunny Isles Beach, Florida	$717M	-$131M	2	3.34%	Reduced
38	Royal Bank of Canada Toronto, Ontario, Canada	$691M	+$38M	56	0.43%	Increased
39	American Century Companies Kansas City, Missouri	$689M	+$311M	15	0.8%	Increased
40	TIAA CREF Investment Management New York	$680M	-$66.8M	45	0.52%	Reduced
41	Russell Frank Company Seattle, Washington	$679M	+$34.7M	45	1.19%	Increased
42	Charles Schwab San Francisco, California	$642M	+$24.9M	45	0.84%	Increased
43	LSV Asset Management Chicago, Illinois	$616M	-$157M	18	1.29%	Reduced
44	Principal Financial Group Des Moines, Iowa	$592M	+$13.1M	33	0.86%	Increased
45	Legal & General Group London, United Kingdom	$586M	-$422K	46	0.65%	Reduced
46	Royce & Associates New York	$583M	-$35.1M	26	3.68%	Reduced
47	Ameriprise Minneapolis, Minnesota	$575M	-$45.1M	41	0.34%	Reduced
48	Aristotle Capital Management Los Angeles, California	$542M	+$16M	4	6.29%	Increased
49	Artisan Partners Milwaukee, Wisconsin	$541M	-$72.6M	9	1.13%	Reduced
50	UBS AM Chicago, Illinois	$527M	-$43.3M	39	0.61%	Reduced