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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	Principal Financial Group Des Moines, Iowa	$1.5B	+$89.6M	35	1.38%	Increased
27	AllianceBernstein Nashville, Tennessee	$1.4B	+$77.4M	45	0.98%	Increased
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.37B	+$7.27M	65	0.68%	Increased
29	Charles Schwab San Francisco, California	$1.35B	+$37M	51	0.98%	Increased
30	Lazard Asset Management New York	$1.3B	+$408M	11	2.25%	Increased
31	Jennison Associates New York	$1.28B	+$41.1M	7	1.25%	Increased
32	Adage Capital Partners Boston, Massachusetts	$1.27B	-$154M	12	2.91%	Reduced
33	Baillie Gifford & Co Edinburgh, United Kingdom	$1.18B	+$13.2M	3	1.27%	Increased
34	Franklin Resources San Mateo, California	$1.15B	-$67.3M	26	0.59%	Reduced
35	Neuberger Berman Group New York	$1.12B	-$23.3M	22	1.24%	Reduced
36	Allianz Asset Management Munich, Germany	$1.09B	-$3.96M	28	1.06%	Reduced
37	Loomis, Sayles & Company Boston, Massachusetts	$1.07B	+$18.9M	11	2.16%	Increased
38	Royal Bank of Canada Toronto, Ontario, Canada	$997M	-$129M	61	0.45%	Reduced
39	Boston Partners Boston, Massachusetts	$978M	+$4.74M	16	1.17%	Increased
40	Legal & General Group London, United Kingdom	$977M	-$52M	56	0.75%	Reduced
41	UBS AM Chicago, Illinois	$968M	+$15M	41	0.74%	Increased
42	Capital International Investors Los Angeles, California	$961M	+$50.9M	2	1.08%	Increased
43	Ameriprise Minneapolis, Minnesota	$951M	-$40.4M	45	0.42%	Reduced
44	American Century Companies Kansas City, Missouri	$888M	-$32.1M	19	0.89%	Reduced
45	Victory Capital Management San Antonio, Texas	$856M	-$18.7M	38	1.82%	Reduced
46	Dodge & Cox San Francisco, California	$837M	+$150M	4	0.67%	Increased
47	Amundi Asset Management US Boston, Massachusetts	$821M	+$36.4M	21	1.18%	Increased
48	Teachers Advisors New York	$818M	-$73.7M	51	1.02%	Reduced
49	Swiss National Bank Zurich, Switzerland	$817M	+$37.9M	44	0.93%	Increased
50	Aristotle Capital Management Los Angeles, California	$815M	+$63.3M	2	5.02%	Increased