← All themes

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	Primecap Management Pasadena, California	$2.74B	-$174M	4	2.39%	Reduced
27	Principal Financial Group Des Moines, Iowa	$2.64B	-$16.5M	38	1.89%	Reduced
28	Select Equity Group New York	$2.52B	-$2.94M	4	8.95%	Reduced
29	Legal & General Group London, United Kingdom	$2.51B	+$14.8M	54	0.9%	Increased
30	Royal Bank of Canada Toronto, Ontario, Canada	$2.46B	-$199M	72	0.69%	Reduced
31	Ameriprise Minneapolis, Minnesota	$2.35B	-$87.2M	53	0.77%	Reduced
32	Fisher Asset Management Camas, Washington	$2.34B	+$99.8M	15	1.42%	Increased
33	Allspring Global Investments Charlotte, North Carolina	$2.13B	+$49M	40	3.53%	Increased
34	UBS AM Chicago, Illinois	$2.09B	-$63.5M	44	1.01%	Reduced
35	Baillie Gifford & Co Edinburgh, United Kingdom	$1.93B	-$105M	5	1.74%	Reduced
36	Neuberger Berman Group New York	$1.86B	+$145M	28	1.73%	Increased
37	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.85B	-$187M	27	2.85%	Reduced
38	Swiss National Bank Zurich, Switzerland	$1.79B	-$65.4M	47	1.23%	Reduced
39	Boston Partners Boston, Massachusetts	$1.79B	+$14.5M	21	2.46%	Increased
40	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$1.77B	+$111M	36	2.21%	Increased
41	Aristotle Capital Management Los Angeles, California	$1.77B	-$29M	2	3.7%	Reduced
42	T. Rowe Price Associates Baltimore, Maryland	$1.75B	-$240M	42	0.26%	Reduced
43	T. Rowe Price Investment Management Baltimore, Maryland	$1.69B	+$1.51M	10	1.21%	Increased
44	ClearBridge Investments New York	$1.69B	-$202M	17	1.62%	Reduced
45	Wells Fargo San Francisco, California	$1.57B	+$1.39M	72	0.45%	Increased
46	Parnassus Investments San Francisco, California	$1.55B	+$6.66M	2	3.83%	Increased
47	UBS Group Zurich, Switzerland	$1.48B	+$56.5M	75	0.54%	Increased
48	Harris Associates Chicago, Illinois	$1.46B	+$64.3M	4	2.84%	Increased
49	Macquarie Group Sydney, NSW 2000, Australia	$1.45B	-$107M	29	1.72%	Reduced
50	American Century Companies Kansas City, Missouri	$1.4B	+$35.4M	52	1.11%	Increased