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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	Newport Trust Company Washington, District of Columbia	$2.36B	-$93.1M	1	6.4%	Reduced
27	Capital International Investors Los Angeles, California	$2.3B	-$272M	6	0.53%	Reduced
28	Amundi Paris, France	$2.28B	+$177M	20	1.59%	Increased
29	Royal Bank of Canada Toronto, Ontario, Canada	$2.25B	-$45.9M	68	0.59%	Reduced
30	Gates Foundation Trust Kirkland, Washington	$2.21B	+$274M	2	9.51%	Increased
31	Janus Henderson Group London,	$2.18B	+$462M	33	0.95%	Increased
32	Harris Associates Chicago, Illinois	$2.09B	-$296M	4	3.33%	Reduced
33	Boston Partners Boston, Massachusetts	$2.06B	-$209M	23	2.6%	Reduced
34	Ameriprise Minneapolis, Minnesota	$2.03B	-$169M	51	0.65%	Reduced
35	UBS AM Chicago, Illinois	$2B	-$67.8M	47	0.83%	Reduced
36	Select Equity Group New York	$1.99B	+$239M	4	6.68%	Increased
37	Loomis, Sayles & Company Boston, Massachusetts	$1.93B	-$734M	13	2.38%	Reduced
38	Baillie Gifford & Co Edinburgh, United Kingdom	$1.92B	-$163M	5	1%	Reduced
39	ClearBridge Investments New York	$1.91B	+$64.3M	16	1.36%	Increased
40	Franklin Resources San Mateo, California	$1.81B	+$11M	39	0.68%	Increased
41	Massachusetts Financial Services Boston, Massachusetts	$1.78B	-$72.5M	13	0.52%	Reduced
42	Victory Capital Management San Antonio, Texas	$1.75B	+$87.8M	54	1.72%	Increased
43	Macquarie Group Sydney, NSW 2000, Australia	$1.7B	-$390M	37	1.45%	Reduced
44	Capital Research Global Investors Los Angeles, California	$1.65B	+$460M	5	0.38%	Increased
45	Neuberger Berman Group New York	$1.61B	-$26.9M	23	1.41%	Reduced
46	Swiss National Bank Zurich, Switzerland	$1.58B	-$37.1M	47	1%	Reduced
47	Parametric Portfolio Associates Seattle, Washington	$1.51B	-$25.1M	53	0.86%	Reduced
48	Fisher Asset Management Camas, Washington	$1.48B	+$53.3M	9	0.92%	Increased
49	Allianz Asset Management Munich, Germany	$1.44B	-$47.7M	31	1.12%	Reduced
50	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.42B	-$186M	12	4.7%	Reduced