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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	Loomis, Sayles & Company Boston, Massachusetts	$1.58B	+$341M	13	2.53%	Increased
27	Charles Schwab San Francisco, California	$1.55B	-$26.7M	54	0.76%	Reduced
28	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.54B	+$318M	16	6.03%	Increased
29	Gates Foundation Trust Kirkland, Washington	$1.42B	$0	1	7.97%	Maintained
30	Macquarie Group Sydney, NSW 2000, Australia	$1.35B	+$222M	38	2.32%	Increased
31	Legal & General Group London, United Kingdom	$1.34B	+$16.3M	58	0.65%	Increased
32	Aristotle Capital Management Los Angeles, California	$1.3B	+$50.1M	2	4.36%	Increased
33	Select Equity Group New York	$1.24B	-$16.6M	3	7.1%	Reduced
34	Boston Partners Boston, Massachusetts	$1.19B	+$128M	19	2.18%	Increased
35	Janus Henderson Group London,	$1.17B	-$347M	17	0.66%	Reduced
36	Royal Bank of Canada Toronto, Ontario, Canada	$1.15B	-$27.1M	66	0.46%	Reduced
37	Massachusetts Financial Services Boston, Massachusetts	$1.12B	+$125M	12	0.44%	Increased
38	Ameriprise Minneapolis, Minnesota	$1.12B	+$7.09M	49	0.48%	Increased
39	UBS AM Chicago, Illinois	$988M	-$53.2M	41	0.6%	Reduced
40	ClearBridge Investments New York	$987M	-$98M	14	0.89%	Reduced
41	Baillie Gifford & Co Edinburgh, United Kingdom	$926M	+$15.5M	4	0.71%	Increased
42	Swiss National Bank Zurich, Switzerland	$890M	+$24.4M	47	0.75%	Increased
43	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$868M	-$58.4M	15	0.61%	Reduced
44	Amundi Asset Management US Boston, Massachusetts	$827M	+$27.7M	24	0.98%	Increased
45	Fisher Asset Management Camas, Washington	$805M	+$29.2M	7	0.79%	Increased
46	Franklin Resources San Mateo, California	$795M	-$14.4M	25	0.41%	Reduced
47	Neuberger Berman Group New York	$785M	-$18.9M	18	0.98%	Reduced
48	Parametric Portfolio Associates Seattle, Washington	$785M	-$52.5M	51	0.6%	Reduced
49	Sanders Capital West Palm Beach, Florida	$780M	-$117M	1	2.91%	Reduced
50	Lazard Asset Management New York	$766M	-$145M	25	1.18%	Reduced