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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	Ameriprise Minneapolis, Minnesota	$2.81B	-$31.2M	53	0.83%	Reduced
27	Legal & General Group London, United Kingdom	$2.71B	+$49.1M	58	0.83%	Increased
28	Amundi Paris, France	$2.67B	-$22.2M	21	1.81%	Reduced
29	Newport Trust Company Washington, District of Columbia	$2.67B	+$4.89M	1	7.46%	Increased
30	Select Equity Group New York	$2.55B	+$267M	4	8.27%	Increased
31	Baillie Gifford & Co Edinburgh, United Kingdom	$2.31B	-$46.5M	5	1.62%	Reduced
32	Aristotle Capital Management Los Angeles, California	$2.2B	+$253M	2	4.01%	Increased
33	UBS AM Chicago, Illinois	$2.15B	+$350K	45	0.92%	Increased
34	Allianz Asset Management Munich, Germany	$2.05B	+$37.6M	27	1.52%	Increased
35	Gates Foundation Trust Kirkland, Washington	$2.01B	-$540M	2	10.18%	Reduced
36	Swiss National Bank Zurich, Switzerland	$1.91B	+$181M	47	1.08%	Increased
37	Boston Partners Boston, Massachusetts	$1.89B	-$30.1M	22	2.29%	Reduced
38	ClearBridge Investments New York	$1.88B	+$26.9M	16	1.41%	Increased
39	Fisher Asset Management Camas, Washington	$1.88B	+$103M	9	1.11%	Increased
40	Massachusetts Financial Services Boston, Massachusetts	$1.87B	+$20.9M	13	0.55%	Increased
41	Wells Fargo San Francisco, California	$1.86B	-$72.5M	74	0.48%	Reduced
42	Loomis, Sayles & Company Boston, Massachusetts	$1.8B	-$388M	15	2.4%	Reduced
43	Parametric Portfolio Associates Seattle, Washington	$1.78B	+$34.9M	53	0.94%	Increased
44	Capital Research Global Investors Los Angeles, California	$1.74B	+$316M	4	0.43%	Increased
45	Macquarie Group Sydney, NSW 2000, Australia	$1.73B	+$94.8M	38	1.32%	Increased
46	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.73B	+$199M	22	2.32%	Increased
47	Franklin Resources San Mateo, California	$1.73B	-$77M	35	0.69%	Reduced
48	Victory Capital Management San Antonio, Texas	$1.7B	+$5.59M	52	1.7%	Increased
49	Parnassus Investments San Francisco, California	$1.67B	+$182M	2	3.38%	Increased
50	Allspring Global Investments Charlotte, North Carolina	$1.58B	+$122M	49	2%	Increased