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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	Charles Schwab San Francisco, California	$1.6B	+$48.9M	51	0.97%	Increased
27	Gates Foundation Trust Kirkland, Washington	$1.53B	$0	1	7.74%	Maintained
28	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.46B	+$580M	9	2.66%	Increased
29	Legal & General Group London, United Kingdom	$1.38B	+$41M	59	0.74%	Increased
30	GE General Electric Evendale, Ohio	$1.36B	$0	1	96.24%	Maintained
31	AllianceBernstein Nashville, Tennessee	$1.31B	-$136M	45	0.81%	Reduced
32	Amundi Asset Management US Boston, Massachusetts	$1.28B	-$81.2M	21	1.05%	Reduced
33	Ameriprise Minneapolis, Minnesota	$1.27B	+$259M	50	0.57%	Increased
34	Royal Bank of Canada Toronto, Ontario, Canada	$1.27B	+$13.7M	62	0.51%	Increased
35	Loomis, Sayles & Company Boston, Massachusetts	$1.2B	+$16.4M	9	2.24%	Increased
36	Lazard Asset Management New York	$1.2B	-$14.7M	16	1.94%	Reduced
37	Capital World Investors Los Angeles, California	$1.17B	-$303M	6	0.27%	Reduced
38	Select Equity Group New York	$1.14B	+$282K	2	7.73%	Increased
39	Baillie Gifford & Co Edinburgh, United Kingdom	$1.1B	-$70.1M	3	1.17%	Reduced
40	Franklin Resources San Mateo, California	$1.09B	-$186M	28	0.58%	Reduced
41	Allianz Asset Management Munich, Germany	$1.05B	+$24.4M	27	0.98%	Increased
42	Egerton Capital (UK) London, United Kingdom	$1.05B	-$36.7M	2	7.68%	Reduced
43	UBS AM Chicago, Illinois	$993M	-$1.17M	41	0.71%	Reduced
44	Schroder Investment Management Group London, United Kingdom	$968M	+$268M	16	0.65%	Increased
45	Citadel Advisors Miami, Florida	$942M	-$317M	53	0.43%	Reduced
46	Aristotle Capital Management Los Angeles, California	$900M	-$28.1M	2	5.02%	Reduced
47	Prudential Financial Newark, New Jersey	$897M	+$234M	38	1.39%	Increased
48	Deutsche Bank Frankfurt Am Main Ge, Germany	$887M	-$141M	66	0.52%	Reduced
49	Adage Capital Partners Boston, Massachusetts	$873M	+$98.6M	12	2.17%	Increased
50	Parametric Portfolio Associates Seattle, Washington	$870M	+$16.6M	53	0.72%	Increased