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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	Capital World Investors Los Angeles, California	$1.45B	-$691M	4	0.35%	Reduced
27	GE General Electric Evendale, Ohio	$1.4B	+$1.37B	1	95.62%	New
28	AllianceBernstein Nashville, Tennessee	$1.34B	-$41.5M	44	0.87%	Reduced
29	Legal & General Group London, United Kingdom	$1.28B	+$237M	56	0.73%	Increased
30	TIAA CREF Investment Management New York	$1.27B	-$247M	51	0.9%	Reduced
31	Franklin Resources San Mateo, California	$1.26B	+$268M	27	0.68%	Increased
32	Royal Bank of Canada Toronto, Ontario, Canada	$1.18B	+$154M	59	0.5%	Increased
33	Citadel Advisors Miami, Florida	$1.18B	-$73.1M	52	0.59%	Reduced
34	Loomis, Sayles & Company Boston, Massachusetts	$1.14B	+$13M	9	2.24%	Increased
35	Baillie Gifford & Co Edinburgh, United Kingdom	$1.12B	-$7.71M	3	1.22%	Reduced
36	Lazard Asset Management New York	$1.1B	-$134M	15	1.8%	Reduced
37	Select Equity Group New York	$1,000M	+$89M	2	6.77%	Increased
38	Deutsche Bank Frankfurt Am Main Ge, Germany	$988M	-$81M	63	0.59%	Reduced
39	Allianz Asset Management Munich, Germany	$988M	-$139M	27	0.98%	Reduced
40	UBS AM Chicago, Illinois	$958M	+$18.9M	41	0.71%	Increased
41	Egerton Capital (UK) London, United Kingdom	$945M	+$261M	2	6.68%	Increased
42	Ameriprise Minneapolis, Minnesota	$941M	-$73.3M	51	0.43%	Reduced
43	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$831M	+$400M	8	1.5%	Increased
44	Aristotle Capital Management Los Angeles, California	$825M	+$23.3M	2	4.9%	Increased
45	First Eagle Investment Management New York	$819M	-$19.1M	3	2.22%	Reduced
46	Swiss National Bank Zurich, Switzerland	$814M	+$30.7M	45	0.89%	Increased
47	Parametric Portfolio Associates Seattle, Washington	$809M	+$20.4M	53	0.7%	Increased
48	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$803M	+$12.7M	10	0.74%	Increased
49	Renaissance Technologies New York	$797M	+$234M	47	0.73%	Increased
50	Amundi Asset Management US Boston, Massachusetts	$771M	-$47.5M	22	1.08%	Reduced