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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	Select Equity Group New York	$2.22B	+$114M	4	7.12%	Increased
27	Royal Bank of Canada Toronto, Ontario, Canada	$2.16B	-$291M	67	0.64%	Reduced
28	Legal & General Group London, United Kingdom	$2.14B	+$14.1M	56	0.76%	Increased
29	Amundi Paris, France	$2.08B	-$38.8M	21	1.67%	Reduced
30	Ameriprise Minneapolis, Minnesota	$2.07B	-$181M	53	0.72%	Reduced
31	Baillie Gifford & Co Edinburgh, United Kingdom	$1.77B	+$16.3M	5	1.82%	Increased
32	Aristotle Capital Management Los Angeles, California	$1.73B	-$19.1M	2	3.64%	Reduced
33	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.67B	+$237M	19	2.68%	Increased
34	Massachusetts Financial Services Boston, Massachusetts	$1.62B	+$156M	12	0.56%	Increased
35	UBS AM Chicago, Illinois	$1.61B	-$98.5M	45	0.84%	Reduced
36	Fisher Asset Management Camas, Washington	$1.59B	+$114M	10	1.12%	Increased
37	Gates Foundation Trust Kirkland, Washington	$1.58B	$0	2	8.96%	Maintained
38	Allspring Global Investments Charlotte, North Carolina	$1.56B	+$278M	44	2.6%	Increased
39	Swiss National Bank Zurich, Switzerland	$1.53B	+$29.7M	47	1.03%	Increased
40	ClearBridge Investments New York	$1.5B	+$52.2M	15	1.4%	Increased
41	Victory Capital Management San Antonio, Texas	$1.45B	+$57.7M	50	1.65%	Increased
42	Franklin Resources San Mateo, California	$1.42B	+$31.2M	35	0.7%	Increased
43	Boston Partners Boston, Massachusetts	$1.39B	-$113M	21	1.95%	Reduced
44	Macquarie Group Sydney, NSW 2000, Australia	$1.34B	-$55.8M	38	1.51%	Reduced
45	American Century Companies Kansas City, Missouri	$1.34B	+$212M	47	1.09%	Increased
46	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$1.33B	+$157M	24	1.84%	Increased
47	Wells Fargo San Francisco, California	$1.32B	-$186M	76	0.41%	Reduced
48	Allianz Asset Management Munich, Germany	$1.26B	-$381M	27	1.2%	Reduced
49	Parnassus Investments San Francisco, California	$1.25B	+$59.2M	2	2.99%	Increased
50	Neuberger Berman Group New York	$1.24B	-$75M	26	1.25%	Reduced