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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	Capital International Investors Los Angeles, California	$2.78B	-$227M	5	0.7%	Reduced
27	Charles Schwab San Francisco, California	$2.77B	+$14.6M	54	1.01%	Increased
28	Principal Financial Group Des Moines, Iowa	$2.62B	-$222M	41	1.84%	Reduced
29	Ameriprise Minneapolis, Minnesota	$2.53B	-$212M	54	0.84%	Reduced
30	Royal Bank of Canada Toronto, Ontario, Canada	$2.49B	+$47.8M	68	0.72%	Increased
31	Legal & General Group London, United Kingdom	$2.45B	-$18.1M	59	0.91%	Reduced
32	Boston Partners Boston, Massachusetts	$2.39B	-$181M	21	3.21%	Reduced
33	Gates Foundation Trust Kirkland, Washington	$2.36B	-$229M	1	11.24%	Reduced
34	Amundi Asset Management US Boston, Massachusetts	$2.29B	+$195M	19	1.75%	Increased
35	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$2.28B	-$39.2M	15	7.26%	Reduced
36	UBS AM Chicago, Illinois	$2.26B	-$3.06M	45	1%	Reduced
37	Baillie Gifford & Co Edinburgh, United Kingdom	$2.02B	+$389M	6	1.13%	Increased
38	Macquarie Group Sydney, NSW 2000, Australia	$1.94B	-$185M	37	2.71%	Reduced
39	Janus Henderson Group London,	$1.88B	-$132M	22	0.86%	Reduced
40	Massachusetts Financial Services Boston, Massachusetts	$1.84B	+$202M	12	0.57%	Increased
41	Victory Capital Management San Antonio, Texas	$1.77B	+$127M	47	1.82%	Increased
42	ClearBridge Investments New York	$1.72B	+$126M	19	1.29%	Increased
43	Neuberger Berman Group New York	$1.72B	+$63.8M	24	1.64%	Increased
44	Fisher Asset Management Camas, Washington	$1.66B	+$41.5M	8	1.17%	Increased
45	Select Equity Group New York	$1.66B	-$368M	3	6.04%	Reduced
46	Swiss National Bank Zurich, Switzerland	$1.64B	+$24.9M	47	1.09%	Increased
47	Parametric Portfolio Associates Seattle, Washington	$1.61B	+$46.4M	55	0.92%	Increased
48	Capital Research Global Investors Los Angeles, California	$1.56B	-$108M	4	0.38%	Reduced
49	Parnassus Investments San Francisco, California	$1.43B	+$12.8M	1	3.46%	Increased
50	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.42B	-$37M	16	0.89%	Reduced