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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	Janus Henderson Group London,	$2.77B	-$198M	45	1.72%	Reduced
27	Legal & General Group London, United Kingdom	$2.75B	+$38.8M	60	0.89%	Increased
28	T. Rowe Price Associates Baltimore, Maryland	$2.75B	+$628M	45	0.38%	Increased
29	Royal Bank of Canada Toronto, Ontario, Canada	$2.74B	+$120M	74	0.72%	Increased
30	Select Equity Group New York	$2.71B	-$206M	5	10.1%	Reduced
31	Fisher Asset Management Camas, Washington	$2.61B	+$96.8M	16	1.45%	Increased
32	Allspring Global Investments Charlotte, North Carolina	$2.58B	+$56.3M	46	4.13%	Increased
33	Primecap Management Pasadena, California	$2.52B	-$258M	4	2.11%	Reduced
34	Ameriprise Minneapolis, Minnesota	$2.28B	-$294M	53	0.71%	Reduced
35	Baillie Gifford & Co Edinburgh, United Kingdom	$2.28B	-$67.5M	5	1.93%	Reduced
36	Aristotle Capital Management Los Angeles, California	$2.1B	-$29.8M	2	4.27%	Reduced
37	UBS AM Chicago, Illinois	$2.09B	$0	44	1.01%	Maintained
38	T. Rowe Price Investment Management Baltimore, Maryland	$2.08B	+$72.4M	10	1.42%	Increased
39	ClearBridge Investments New York	$1.98B	-$50.8M	17	1.79%	Reduced
40	Neuberger Berman Group New York	$1.85B	-$128M	28	1.65%	Reduced
41	Swiss National Bank Zurich, Switzerland	$1.8B	-$131M	49	1.22%	Reduced
42	Boston Partners Boston, Massachusetts	$1.72B	-$198M	21	2.31%	Reduced
43	UBS Group Zurich, Switzerland	$1.69B	+$94.7M	73	0.57%	Increased
44	Macquarie Group Sydney, NSW 2000, Australia	$1.68B	-$47.5M	26	1.92%	Reduced
45	Harris Associates Chicago, Illinois	$1.65B	+$266M	4	3.11%	Increased
46	Wells Fargo San Francisco, California	$1.63B	-$63.2M	72	0.45%	Reduced
47	DZ Bank Frankfurt Am Main, Germany	$1.63B	+$499M	18	2.44%	Increased
48	Capital Research Global Investors Los Angeles, California	$1.57B	+$139M	4	0.42%	Increased
49	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$1.56B	-$278M	36	1.86%	Reduced
50	Peconic Partners New York	$1.52B	+$103M	3	73.47%	Increased