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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	Goldman Sachs New York	$1.88B	-$157M	65	0.53%	Reduced
27	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.83B	-$15.1M	15	7.03%	Reduced
28	Charles Schwab San Francisco, California	$1.71B	-$89.7M	54	0.78%	Reduced
29	Gates Foundation Trust Kirkland, Washington	$1.68B	$0	1	7.61%	Maintained
30	Legal & General Group London, United Kingdom	$1.61B	+$4.79M	58	0.72%	Increased
31	Boston Partners Boston, Massachusetts	$1.6B	+$194M	18	2.92%	Increased
32	Royal Bank of Canada Toronto, Ontario, Canada	$1.49B	+$133M	67	0.53%	Increased
33	Aristotle Capital Management Los Angeles, California	$1.43B	+$23.8M	2	4.31%	Increased
34	Select Equity Group New York	$1.41B	+$28.5M	3	6.95%	Increased
35	Macquarie Group Sydney, NSW 2000, Australia	$1.4B	-$123M	36	2.35%	Reduced
36	Ameriprise Minneapolis, Minnesota	$1.39B	+$47.2M	50	0.56%	Increased
37	Janus Henderson Group London,	$1.3B	-$96.9M	18	0.68%	Reduced
38	UBS AM Chicago, Illinois	$1.23B	+$28.3M	44	0.66%	Increased
39	Massachusetts Financial Services Boston, Massachusetts	$1.18B	-$128M	13	0.43%	Reduced
40	Amundi Asset Management US Boston, Massachusetts	$1.1B	+$132M	24	1.15%	Increased
41	ClearBridge Investments New York	$1.09B	-$34.2M	15	0.94%	Reduced
42	Baillie Gifford & Co Edinburgh, United Kingdom	$1.07B	-$2.62M	4	0.74%	Reduced
43	Swiss National Bank Zurich, Switzerland	$1.04B	-$20M	47	0.82%	Reduced
44	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.01B	-$56.9M	13	0.68%	Reduced
45	Fisher Asset Management Camas, Washington	$971M	+$24.9M	7	0.85%	Increased
46	Capital Research Global Investors Los Angeles, California	$965M	+$118M	4	0.29%	Increased
47	Parametric Portfolio Associates Seattle, Washington	$951M	+$24.4M	51	0.68%	Increased
48	Sanders Capital West Palm Beach, Florida	$937M	+$16.2M	1	3.21%	Increased
49	Neuberger Berman Group New York	$923M	-$3.4M	22	1.09%	Reduced
50	Franklin Resources San Mateo, California	$915M	+$71.2M	29	0.44%	Increased