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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	Principal Financial Group Des Moines, Iowa	$4.17B	+$158M	49	2.45%	Increased
27	Gates Foundation Trust Kirkland, Washington	$4.16B	$0	2	9.06%	Maintained
28	AllianceBernstein Nashville, Tennessee	$4.15B	-$51.2M	50	1.47%	Reduced
29	Fisher Asset Management Camas, Washington	$4.05B	+$136M	14	1.89%	Increased
30	Franklin Resources San Mateo, California	$3.96B	+$2.05B	47	1.25%	Increased
31	Royal Bank of Canada Toronto, Ontario, Canada	$3.67B	-$333M	73	0.84%	Reduced
32	T. Rowe Price Investment Management Baltimore, Maryland	$3.6B	+$316M	14	2.2%	Increased
33	Legal & General Group London, United Kingdom	$3.44B	-$56.3M	62	0.99%	Reduced
34	Millennium Management New York	$3.4B	+$461M	59	1.45%	Increased
35	Janus Henderson Group London,	$3.4B	+$101M	47	1.85%	Increased
36	Harris Associates Chicago, Illinois	$3.21B	+$1.03B	5	5.2%	Increased
37	UBS Group Zurich, Switzerland	$3.08B	+$153M	79	0.77%	Increased
38	UBS AM Chicago, Illinois	$2.91B	+$56.8M	48	1.03%	Increased
39	Primecap Management Pasadena, California	$2.9B	-$97.7M	4	2.16%	Reduced
40	Boston Partners Boston, Massachusetts	$2.59B	-$56.4M	23	3.08%	Reduced
41	Ameriprise Minneapolis, Minnesota	$2.57B	-$188M	55	0.71%	Reduced
42	Aristotle Capital Management Los Angeles, California	$2.57B	-$70.7M	2	4.76%	Reduced
43	Baillie Gifford & Co Edinburgh, United Kingdom	$2.54B	-$264M	6	1.98%	Reduced
44	Neuberger Berman Group New York	$2.47B	-$2.25B	32	2.04%	Reduced
45	Allspring Global Investments Charlotte, North Carolina	$2.37B	-$292M	41	3.7%	Reduced
46	Barclays London, United Kingdom	$2.26B	-$317M	64	0.79%	Reduced
47	ClearBridge Investments New York	$2.24B	-$173M	18	1.78%	Reduced
48	Wells Fargo San Francisco, California	$2.22B	+$57.9M	72	0.53%	Increased
49	Bank of Montreal Toronto, Ontario, Canada	$2.14B	+$2.15M	47	0.65%	Increased
50	Swiss National Bank Zurich, Switzerland	$2.14B	-$86.8M	52	1.5%	Reduced