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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	Ameriprise Minneapolis, Minnesota	$1.18B	+$69.1M	45	0.56%	Increased
27	Principal Financial Group Des Moines, Iowa	$1.17B	+$121M	37	1.13%	Increased
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.16B	-$92.6M	61	0.8%	Reduced
29	Capital International Investors Los Angeles, California	$1.16B	+$182M	2	1.38%	Increased
30	Charles Schwab San Francisco, California	$1.14B	+$53.9M	49	1%	Increased
31	Baillie Gifford & Co Edinburgh, United Kingdom	$1.1B	-$60.8M	3	1.39%	Reduced
32	Royal Bank of Canada Toronto, Ontario, Canada	$1.04B	+$3.53M	65	0.5%	Increased
33	ClearBridge Investments New York	$1.04B	+$6.95M	18	1%	Increased
34	AQR Capital Management Greenwich, Connecticut	$1.04B	-$38.5M	41	1.24%	Reduced
35	American Century Companies Kansas City, Missouri	$992M	-$44.3M	23	1%	Reduced
36	Legal & General Group London, United Kingdom	$992M	+$18.9M	54	0.75%	Increased
37	Neuberger Berman Group New York	$987M	+$29.7M	16	1.24%	Increased
38	Loomis, Sayles & Company Boston, Massachusetts	$978M	+$2.44M	15	2.13%	Increased
39	Allianz Asset Management Munich, Germany	$945M	+$78.4M	30	0.82%	Increased
40	Harris Associates Chicago, Illinois	$919M	-$202M	4	1.55%	Reduced
41	Victory Capital Management San Antonio, Texas	$907M	-$253M	37	2.04%	Reduced
42	Citadel Advisors Miami, Florida	$902M	+$96.2M	39	0.69%	Increased
43	Millennium Management New York	$862M	-$42.2M	49	1.31%	Reduced
44	First Eagle Investment Management New York	$819M	-$147M	5	1.83%	Reduced
45	Prudential Financial Newark, New Jersey	$815M	+$56.1M	37	1.17%	Increased
46	Swiss National Bank Zurich, Switzerland	$799M	+$6.48M	43	0.91%	Increased
47	UBS AM Chicago, Illinois	$796M	+$34.2M	38	0.73%	Increased
48	AIG American International Group New York	$795M	-$18.6M	47	2.81%	Reduced
49	Renaissance Technologies New York	$762M	-$196M	45	0.9%	Reduced
50	Boston Partners Boston, Massachusetts	$746M	+$233M	15	0.92%	Increased