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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	Newport Trust Company Washington, District of Columbia	$3.7B	-$48.2M	1	9.87%	Reduced
27	AllianceBernstein Nashville, Tennessee	$3.6B	+$53.6M	50	1.38%	Increased
28	Gates Foundation Trust Kirkland, Washington	$3.6B	-$136M	2	8.51%	Reduced
29	Royal Bank of Canada Toronto, Ontario, Canada	$3.55B	+$142M	72	0.83%	Increased
30	Principal Financial Group Des Moines, Iowa	$3.36B	-$5.32M	43	2.14%	Reduced
31	Fisher Asset Management Camas, Washington	$3.27B	+$66.7M	16	1.73%	Increased
32	Legal & General Group London, United Kingdom	$3B	+$58.7M	62	0.93%	Increased
33	Janus Henderson Group London,	$2.96B	-$196M	47	1.77%	Reduced
34	T. Rowe Price Investment Management Baltimore, Maryland	$2.72B	+$278M	15	1.77%	Increased
35	Primecap Management Pasadena, California	$2.65B	-$80.6M	4	2.1%	Reduced
36	UBS Group Zurich, Switzerland	$2.46B	+$300M	76	0.74%	Increased
37	Millennium Management New York	$2.45B	+$202M	56	1.06%	Increased
38	UBS AM Chicago, Illinois	$2.41B	-$93.6M	47	0.95%	Reduced
39	Ameriprise Minneapolis, Minnesota	$2.34B	+$181M	55	0.7%	Increased
40	Baillie Gifford & Co Edinburgh, United Kingdom	$2.33B	-$133M	6	1.85%	Reduced
41	Allspring Global Investments Charlotte, North Carolina	$2.22B	-$169M	42	3.68%	Reduced
42	Boston Partners Boston, Massachusetts	$2.21B	+$115M	22	2.93%	Increased
43	Aristotle Capital Management Los Angeles, California	$2.2B	-$93.9M	2	4.3%	Reduced
44	Barclays London, United Kingdom	$2.19B	-$211M	65	0.8%	Reduced
45	ClearBridge Investments New York	$2.05B	-$96.3M	18	1.76%	Reduced
46	Harris Associates Chicago, Illinois	$1.98B	+$417M	4	3.42%	Increased
47	Cevian Capital II St. Helier, Jersey	$1.95B	-$247M	1	48.81%	Reduced
48	DZ Bank Frankfurt Am Main, Germany	$1.9B	-$500M	18	2.36%	Reduced
49	Swiss National Bank Zurich, Switzerland	$1.89B	-$85.2M	52	1.39%	Reduced
50	Bank of Montreal Toronto, Ontario, Canada	$1.89B	+$2.64M	46	0.57%	Increased