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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	Harris Associates Chicago, Illinois	$1.36B	-$125M	4	2.69%	Reduced
27	BlackRock Group London, United Kingdom	$1.26B	+$19.1M	46	0.63%	Increased
28	Baillie Gifford & Co Edinburgh, United Kingdom	$1.21B	-$26.6M	3	1.89%	Reduced
29	American Century Companies Kansas City, Missouri	$1.11B	+$176M	18	1.22%	Increased
30	AllianceBernstein Nashville, Tennessee	$1.1B	+$78.7M	40	0.92%	Increased
31	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.08B	+$132M	59	0.76%	Increased
32	Gates Foundation Trust Kirkland, Washington	$1,000M	$0	1	5.42%	Maintained
33	First Eagle Investment Management New York	$973M	+$50M	5	2.46%	Increased
34	ClearBridge Investments New York	$951M	-$43.5M	13	1.07%	Reduced
35	Janus Henderson Investors US Denver, Colorado	$949M	+$144M	15	0.8%	Increased
36	Royal Bank of Canada Toronto, Ontario, Canada	$875M	+$50.8M	57	0.49%	Increased
37	TIAA CREF Investment Management New York	$808M	-$93.4M	46	0.51%	Reduced
38	Neuberger Berman Group New York	$787M	-$73.4M	19	1.07%	Reduced
39	Massachusetts Financial Services Boston, Massachusetts	$783M	-$38.6M	9	0.38%	Reduced
40	Charles Schwab San Francisco, California	$780M	+$18.8M	45	0.92%	Increased
41	Principal Financial Group Des Moines, Iowa	$750M	+$73M	34	0.99%	Increased
42	Ameriprise Minneapolis, Minnesota	$720M	+$30.4M	42	0.4%	Increased
43	Boston Partners Boston, Massachusetts	$691M	-$50.2M	14	0.97%	Reduced
44	Loomis, Sayles & Company Boston, Massachusetts	$667M	+$377M	20	1.69%	Increased
45	Legal & General Group London, United Kingdom	$667M	-$7.61M	45	0.68%	Reduced
46	AIG American International Group New York	$647M	+$26.4M	44	2.57%	Increased
47	Bank of Montreal Toronto, Ontario, Canada	$643M	+$88.9M	49	0.7%	Increased
48	Aristotle Capital Management Los Angeles, California	$636M	-$12.3M	3	6.61%	Reduced
49	Emerald Acquisition Seattle, Washington	$628M	-$125M	50	1.21%	Reduced
50	Victory Capital Management San Antonio, Texas	$592M	+$81.9M	32	1.66%	Increased