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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	Gates Foundation Trust Kirkland, Washington	$1.66B	$0	1	7.79%	Maintained
27	Legal & General Group London, United Kingdom	$1.54B	+$51.1M	55	0.73%	Increased
28	Ameriprise Minneapolis, Minnesota	$1.49B	+$211M	51	0.62%	Increased
29	Royal Bank of Canada Toronto, Ontario, Canada	$1.47B	+$92.7M	68	0.53%	Increased
30	Aristotle Capital Management Los Angeles, California	$1.43B	+$338M	2	4.69%	Increased
31	Lazard Asset Management New York	$1.39B	+$7.26M	20	1.98%	Increased
32	AllianceBernstein Nashville, Tennessee	$1.39B	+$23.9M	45	0.79%	Increased
33	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.38B	-$515M	10	4.42%	Reduced
34	Loomis, Sayles & Company Boston, Massachusetts	$1.36B	+$57.9M	13	2.32%	Increased
35	ClearBridge Investments New York	$1.29B	-$32.7M	18	1.07%	Reduced
36	Select Equity Group New York	$1.26B	-$25M	2	7.94%	Reduced
37	Baillie Gifford & Co Edinburgh, United Kingdom	$1.21B	-$37.2M	3	1.17%	Reduced
38	Allianz Asset Management Munich, Germany	$1.17B	+$16.5M	32	1.07%	Increased
39	Capital World Investors Los Angeles, California	$1.16B	-$57.9M	6	0.26%	Reduced
40	UBS AM Chicago, Illinois	$1.09B	+$10.9M	44	0.66%	Increased
41	Citadel Advisors Miami, Florida	$1.07B	+$63.2M	50	0.46%	Increased
42	Sanders Capital West Palm Beach, Florida	$1.06B	+$127M	1	3.74%	Increased
43	Franklin Resources San Mateo, California	$1.01B	+$1.67M	25	0.53%	Increased
44	Massachusetts Financial Services Boston, Massachusetts	$996M	+$105M	14	0.37%	Increased
45	Parametric Portfolio Associates Seattle, Washington	$986M	+$33.5M	54	0.72%	Increased
46	Prudential Financial Newark, New Jersey	$950M	-$14.3M	38	1.4%	Reduced
47	Neuberger Berman Group New York	$938M	+$22.7M	19	1.09%	Increased
48	Amundi Asset Management US Boston, Massachusetts	$929M	+$48.7M	25	1.09%	Increased
49	Fisher Asset Management Camas, Washington	$916M	+$2.88M	10	0.93%	Increased
50	Egerton Capital (UK) London, United Kingdom	$898M	-$91.4M	2	6.43%	Reduced