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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	$1.26B	+$96.6M	65	0.46%	Increased
27	Baillie Gifford & Co Edinburgh, United Kingdom	$1.18B	+$175M	3	2.1%	Increased
28	BlackRock Group London, United Kingdom	$1.13B	-$42M	46	0.59%	Reduced
29	AllianceBernstein Nashville, Tennessee	$957M	-$101M	39	0.82%	Reduced
30	ClearBridge Investments New York	$938M	-$44.1M	13	1.11%	Reduced
31	First Eagle Investment Management New York	$915M	-$83.5M	7	2.33%	Reduced
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$888M	-$15.2M	62	0.63%	Reduced
33	American Century Companies Kansas City, Missouri	$871M	+$149M	18	0.99%	Increased
34	Gates Foundation Trust Kirkland, Washington	$854M	$0	1	5.08%	Maintained
35	TIAA CREF Investment Management New York	$828M	+$120M	45	0.63%	Increased
36	Neuberger Berman Group New York	$805M	-$9.49M	18	1.11%	Reduced
37	Massachusetts Financial Services Boston, Massachusetts	$796M	-$28.7M	8	0.4%	Reduced
38	Janus Henderson Investors US Denver, Colorado	$781M	-$77.4M	17	0.66%	Reduced
39	Royal Bank of Canada Toronto, Ontario, Canada	$763M	+$75.5M	57	0.45%	Increased
40	Charles Schwab San Francisco, California	$700M	+$32.2M	45	0.88%	Increased
41	Emerald Acquisition Seattle, Washington	$696M	+$693M	47	1.21%	New
42	Boston Partners Boston, Massachusetts	$691M	+$340M	18	1%	Increased
43	Principal Financial Group Des Moines, Iowa	$642M	+$15M	35	0.9%	Increased
44	Aristotle Capital Management Los Angeles, California	$626M	-$11.7K	3	6.79%	Reduced
45	Ameriprise Minneapolis, Minnesota	$625M	+$32.9M	42	0.37%	Increased
46	Legal & General Group London, United Kingdom	$623M	+$15.3M	45	0.66%	Increased
47	LSV Asset Management Chicago, Illinois	$585M	-$51M	16	1.2%	Reduced
48	Allianz Asset Management Munich, Germany	$565M	+$164M	26	0.6%	Increased
49	New York State Common Retirement Fund Albany, New York	$559M	+$10.7M	46	0.82%	Increased
50	AIG American International Group New York	$538M	+$16.3M	44	2.26%	Increased