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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	Principal Financial Group Des Moines, Iowa	$2.3B	-$52.4M	40	1.7%	Reduced
27	Charles Schwab San Francisco, California	$2.14B	+$11M	54	0.85%	Increased
28	Goldman Sachs New York	$2.11B	-$228M	63	0.54%	Reduced
29	Ameriprise Minneapolis, Minnesota	$2.09B	+$344M	52	0.74%	Increased
30	Gates Foundation Trust Kirkland, Washington	$2.05B	$0	1	9.18%	Maintained
31	Boston Partners Boston, Massachusetts	$1.96B	-$49.6M	18	3.04%	Reduced
32	Royal Bank of Canada Toronto, Ontario, Canada	$1.93B	+$90.3M	68	0.56%	Increased
33	Legal & General Group London, United Kingdom	$1.93B	-$31.6M	59	0.75%	Reduced
34	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.88B	-$322M	16	6.49%	Reduced
35	UBS AM Chicago, Illinois	$1.75B	+$208M	45	0.82%	Increased
36	Select Equity Group New York	$1.75B	+$45.8M	4	7.17%	Increased
37	Macquarie Group Sydney, NSW 2000, Australia	$1.69B	-$93.1M	35	2.45%	Reduced
38	Amundi Asset Management US Boston, Massachusetts	$1.63B	+$135M	18	1.38%	Increased
39	Janus Henderson Group London,	$1.57B	-$10.5M	20	0.73%	Reduced
40	Massachusetts Financial Services Boston, Massachusetts	$1.4B	+$35.4M	11	0.45%	Increased
41	Baillie Gifford & Co Edinburgh, United Kingdom	$1.34B	+$31.5M	6	0.75%	Increased
42	ClearBridge Investments New York	$1.32B	+$22.7M	17	1.02%	Increased
43	Capital Research Global Investors Los Angeles, California	$1.28B	+$69.3M	3	0.33%	Increased
44	Aristotle Capital Management Los Angeles, California	$1.28B	-$377M	2	3.17%	Reduced
45	Neuberger Berman Group New York	$1.27B	+$87.4M	23	1.32%	Increased
46	Fisher Asset Management Camas, Washington	$1.26B	+$43.7M	8	0.95%	Increased
47	Swiss National Bank Zurich, Switzerland	$1.26B	-$24.1M	47	0.9%	Reduced
48	Victory Capital Management San Antonio, Texas	$1.26B	+$139M	39	1.4%	Increased
49	Parametric Portfolio Associates Seattle, Washington	$1.21B	+$31.7M	54	0.76%	Increased
50	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.12B	-$93.9M	14	0.73%	Reduced