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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	Fisher Asset Management Camas, Washington	$2.95B	+$183M	16	1.67%	Increased
27	Principal Financial Group Des Moines, Iowa	$2.94B	-$30.1M	43	2.11%	Reduced
28	Royal Bank of Canada Toronto, Ontario, Canada	$2.93B	+$197M	72	0.8%	Increased
29	Janus Henderson Group London,	$2.84B	+$253M	45	1.86%	Increased
30	Capital Research Global Investors Los Angeles, California	$2.65B	+$1.07B	4	0.73%	Increased
31	Legal & General Group London, United Kingdom	$2.63B	-$117M	61	0.92%	Reduced
32	Primecap Management Pasadena, California	$2.6B	-$56.5M	4	2.2%	Reduced
33	Select Equity Group New York	$2.4B	-$227M	6	9.81%	Reduced
34	UBS AM Chicago, Illinois	$2.23B	-$67.2M	45	1%	Reduced
35	Allspring Global Investments Charlotte, North Carolina	$2.17B	-$218M	48	3.84%	Reduced
36	Baillie Gifford & Co Edinburgh, United Kingdom	$2.1B	+$27.6M	6	1.92%	Increased
37	Barclays London, United Kingdom	$2.08B	+$1.07B	64	1.29%	Increased
38	DZ Bank Frankfurt Am Main, Germany	$2.06B	+$452M	18	2.93%	Increased
39	T. Rowe Price Investment Management Baltimore, Maryland	$1.97B	+$11.5M	11	1.39%	Increased
40	Aristotle Capital Management Los Angeles, California	$1.94B	-$72.3M	2	4.16%	Reduced
41	Millennium Management New York	$1.93B	+$544M	56	0.97%	Increased
42	Ameriprise Minneapolis, Minnesota	$1.9B	-$359M	54	0.62%	Reduced
43	UBS Group Zurich, Switzerland	$1.85B	+$189M	74	0.64%	Increased
44	Neuberger Berman Group New York	$1.81B	+$55.5M	30	1.65%	Increased
45	ClearBridge Investments New York	$1.8B	-$15M	16	1.74%	Reduced
46	Boston Partners Boston, Massachusetts	$1.78B	+$86.6M	22	2.47%	Increased
47	Cevian Capital II St. Helier, Jersey	$1.77B	+$1.84B	1	74.43%	New
48	Swiss National Bank Zurich, Switzerland	$1.77B	-$11.6M	50	1.39%	Reduced
49	Bank of Montreal Toronto, Ontario, Canada	$1.72B	+$230M	44	0.59%	Increased
50	Wells Fargo San Francisco, California	$1.54B	-$106M	71	0.45%	Reduced