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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	TIAA CREF Investment Management New York	$1.2B	+$60.4M	49	0.84%	Increased
27	Viking Global Investors Stamford, Connecticut	$1.18B	-$573M	1	7.97%	Reduced
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.17B	-$52.5M	61	0.84%	Reduced
29	Victory Capital Management San Antonio, Texas	$1.07B	+$91.8M	35	2.5%	Increased
30	American Century Companies Kansas City, Missouri	$1.06B	+$17.2M	24	1.09%	Increased
31	Principal Financial Group Des Moines, Iowa	$1.02B	+$82.9M	36	1.03%	Increased
32	Ameriprise Minneapolis, Minnesota	$1.01B	+$8.15M	43	0.5%	Increased
33	ClearBridge Investments New York	$1.01B	+$22.2M	17	0.99%	Increased
34	Charles Schwab San Francisco, California	$997M	+$33.6M	49	0.94%	Increased
35	Royal Bank of Canada Toronto, Ontario, Canada	$982M	+$29M	63	0.51%	Increased
36	First Eagle Investment Management New York	$964M	-$9.98M	5	2.31%	Reduced
37	Harris Associates Chicago, Illinois	$961M	-$229M	4	1.73%	Reduced
38	Loomis, Sayles & Company Boston, Massachusetts	$950M	+$16.4M	16	2.24%	Increased
39	AQR Capital Management Greenwich, Connecticut	$949M	+$43.6M	41	1.26%	Increased
40	Capital International Investors Los Angeles, California	$947M	+$77.2M	4	1.27%	Increased
41	Neuberger Berman Group New York	$913M	-$18.9K	16	1.17%	Reduced
42	Legal & General Group London, United Kingdom	$913M	+$34.1M	54	0.74%	Increased
43	Renaissance Technologies New York	$904M	+$170M	42	1.15%	Increased
44	Allianz Asset Management Munich, Germany	$845M	+$155M	26	0.81%	Increased
45	Millennium Management New York	$838M	+$64.5M	43	1.49%	Increased
46	Citadel Advisors Miami, Florida	$753M	-$5.66M	40	0.64%	Reduced
47	UBS AM Chicago, Illinois	$744M	+$91.7M	36	0.72%	Increased
48	Swiss National Bank Zurich, Switzerland	$741M	+$17.8M	43	0.88%	Increased
49	AIG American International Group New York	$715M	+$4.75M	47	2.55%	Increased
50	Dodge & Cox San Francisco, California	$695M	+$54.7M	5	0.59%	Increased