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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	$2.66B	+$5.53M	40	1.72%	Increased
27	Goldman Sachs New York	$2.57B	-$314M	64	0.58%	Reduced
28	Legal & General Group London, United Kingdom	$2.42B	+$39.4M	59	0.81%	Increased
29	Boston Partners Boston, Massachusetts	$2.38B	+$1.7M	22	3.03%	Increased
30	Royal Bank of Canada Toronto, Ontario, Canada	$2.31B	-$175M	69	0.61%	Reduced
31	Harris Associates Chicago, Illinois	$2.31B	-$667M	4	3.68%	Reduced
32	Ameriprise Minneapolis, Minnesota	$2.29B	-$191M	52	0.71%	Reduced
33	Gates Foundation Trust Kirkland, Washington	$2.21B	$0	1	9.26%	Maintained
34	Amundi Paris, France	$2.19B	+$2.23B	20	1.52%	New
35	Baillie Gifford & Co Edinburgh, United Kingdom	$2.19B	+$46.6M	6	1.07%	Increased
36	UBS AM Chicago, Illinois	$2.17B	-$79.2M	47	0.93%	Reduced
37	Macquarie Group Sydney, NSW 2000, Australia	$2.17B	+$193M	36	1.77%	Increased
38	ClearBridge Investments New York	$1.88B	+$87.9M	19	1.31%	Increased
39	Massachusetts Financial Services Boston, Massachusetts	$1.86B	-$37M	11	0.54%	Reduced
40	Franklin Resources San Mateo, California	$1.83B	+$447M	32	0.7%	Increased
41	Janus Henderson Group London,	$1.81B	-$91.9M	23	0.77%	Reduced
42	Select Equity Group New York	$1.79B	+$56.6M	4	6.12%	Increased
43	Victory Capital Management San Antonio, Texas	$1.79B	-$17.5M	51	1.71%	Reduced
44	Swiss National Bank Zurich, Switzerland	$1.68B	+$80.4M	47	1.04%	Increased
45	Fisher Asset Management Camas, Washington	$1.62B	+$49.2M	9	1.02%	Increased
46	Neuberger Berman Group New York	$1.6B	-$73.8M	23	1.4%	Reduced
47	Parametric Portfolio Associates Seattle, Washington	$1.6B	+$21.2M	55	0.89%	Increased
48	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.58B	-$690M	12	5.08%	Reduced
49	Allianz Asset Management Munich, Germany	$1.5B	+$176M	26	1.26%	Increased
50	Aristotle Capital Management Los Angeles, California	$1.41B	+$37.8M	3	2.69%	Increased