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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	$1.66B	+$67.6M	51	0.98%	Increased
27	Gates Foundation Trust Kirkland, Washington	$1.42B	$0	1	6.7%	Maintained
28	Legal & General Group London, United Kingdom	$1.37B	+$5.58M	54	0.72%	Increased
29	Lazard Asset Management New York	$1.35B	+$94.5M	21	2.21%	Increased
30	ClearBridge Investments New York	$1.31B	-$422M	17	1.14%	Reduced
31	AllianceBernstein Nashville, Tennessee	$1.29B	-$23.7M	47	0.81%	Reduced
32	Select Equity Group New York	$1.28B	-$20.7M	2	8.67%	Reduced
33	Loomis, Sayles & Company Boston, Massachusetts	$1.26B	+$30.6M	12	2.42%	Increased
34	Royal Bank of Canada Toronto, Ontario, Canada	$1.25B	+$1.11M	65	0.49%	Increased
35	Baillie Gifford & Co Edinburgh, United Kingdom	$1.22B	+$260K	3	1.39%	Increased
36	Ameriprise Minneapolis, Minnesota	$1.18B	-$82M	51	0.53%	Reduced
37	Capital World Investors Los Angeles, California	$1.12B	-$20.7M	5	0.27%	Reduced
38	Allianz Asset Management Munich, Germany	$1.07B	+$54M	31	1.05%	Increased
39	Egerton Capital (UK) London, United Kingdom	$1.01B	-$173M	2	7.24%	Reduced
40	UBS AM Chicago, Illinois	$988M	+$11.3M	42	0.67%	Increased
41	Aristotle Capital Management Los Angeles, California	$950M	+$9.64M	2	5.03%	Increased
42	Franklin Resources San Mateo, California	$941M	-$108M	26	0.51%	Reduced
43	Massachusetts Financial Services Boston, Massachusetts	$924M	+$47.3M	13	0.37%	Increased
44	Prudential Financial Newark, New Jersey	$901M	+$28M	37	1.42%	Increased
45	Citadel Advisors Miami, Florida	$900M	-$47M	54	0.42%	Reduced
46	Parametric Portfolio Associates Seattle, Washington	$872M	+$15.3M	52	0.7%	Increased
47	Swiss National Bank Zurich, Switzerland	$844M	+$11M	46	0.9%	Increased
48	Victory Capital Management San Antonio, Texas	$844M	+$109M	56	1.08%	Increased
49	Neuberger Berman Group New York	$840M	+$62.9M	18	1.03%	Increased
50	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$834M	+$19.2M	12	0.72%	Increased