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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	Janus Henderson Group London,	$1.28B	-$251M	15	0.82%	Reduced
27	AllianceBernstein Nashville, Tennessee	$1.2B	+$41M	46	0.89%	Increased
28	Charles Schwab San Francisco, California	$1.18B	+$20.7M	52	0.9%	Increased
29	Adage Capital Partners Boston, Massachusetts	$1.11B	-$51.4M	15	3.07%	Reduced
30	Lazard Asset Management New York	$1.1B	-$82.1M	12	2.03%	Reduced
31	Citadel Advisors Miami, Florida	$1.1B	+$201M	52	0.6%	Increased
32	Loomis, Sayles & Company Boston, Massachusetts	$1.05B	-$45M	13	2.48%	Reduced
33	Allianz Asset Management Munich, Germany	$1.03B	-$47.4M	26	1.13%	Reduced
34	Baillie Gifford & Co Edinburgh, United Kingdom	$1.03B	-$37.9M	3	1.33%	Reduced
35	Deutsche Bank Frankfurt Am Main Ge, Germany	$963M	+$36.5M	62	0.68%	Increased
36	Legal & General Group London, United Kingdom	$934M	+$49.1M	56	0.72%	Increased
37	Royal Bank of Canada Toronto, Ontario, Canada	$924M	-$41.7M	57	0.44%	Reduced
38	Ameriprise Minneapolis, Minnesota	$913M	-$103M	47	0.46%	Reduced
39	Franklin Resources San Mateo, California	$876M	+$5.89M	27	0.53%	Increased
40	UBS AM Chicago, Illinois	$863M	+$311K	41	0.74%	Increased
41	First Eagle Investment Management New York	$778M	-$19.9M	3	2.25%	Reduced
42	Select Equity Group New York	$748M	+$276M	2	5.65%	Increased
43	Amundi Asset Management US Boston, Massachusetts	$735M	+$71.1M	23	0.68%	Increased
44	Parametric Portfolio Associates Seattle, Washington	$710M	+$24.4M	54	0.71%	Increased
45	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$708M	+$92.2M	10	0.76%	Increased
46	Generation Investment Management London, United Kingdom	$706M	+$74.5M	1	5.92%	Increased
47	Swiss National Bank Zurich, Switzerland	$704M	+$11M	45	0.9%	Increased
48	Aristotle Capital Management Los Angeles, California	$668M	-$26M	2	4.51%	Reduced
49	Teachers Advisors New York	$668M	+$27.1M	52	0.94%	Increased
50	Victory Capital Management San Antonio, Texas	$665M	-$61M	33	1.67%	Reduced