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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	Gates Foundation Trust Kirkland, Washington	$4.66B	$0	2	9.76%	Maintained
27	Wellington Management Group Boston, Massachusetts	$4.65B	-$195M	28	0.84%	Reduced
28	Nuveen Charlotte, North Carolina	$4.65B	+$139M	64	1.28%	Increased
29	Legal & General Group London, United Kingdom	$4.59B	+$164M	66	1.14%	Increased
30	AllianceBernstein Nashville, Tennessee	$4.52B	-$72.2M	58	1.47%	Reduced
31	Amundi Paris, France	$4.06B	-$1.48B	28	1.4%	Reduced
32	Massachusetts Financial Services Boston, Massachusetts	$3.81B	+$170M	19	1.21%	Increased
33	Victory Capital Management San Antonio, Texas	$3.76B	+$2.07B	49	2.43%	Increased
34	Newport Trust Company Washington, District of Columbia	$3.74B	-$55.9M	1	8.98%	Reduced
35	American Century Companies Kansas City, Missouri	$3.46B	+$195M	61	1.88%	Increased
36	Select Equity Group New York	$3.41B	-$183M	9	14.31%	Reduced
37	Deutsche Bank Frankfurt Am Main Ge, Germany	$3.41B	+$302M	65	1.25%	Increased
38	Neuberger Berman Group New York	$3.21B	+$83.9M	41	2.47%	Increased
39	Ameriprise Minneapolis, Minnesota	$3.2B	+$203M	56	0.79%	Increased
40	First Trust Advisors Wheaton, Illinois	$2.99B	-$55.6M	49	2.41%	Reduced
41	Barclays London, United Kingdom	$2.95B	-$105M	70	0.67%	Reduced
42	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$2.9B	-$82.1M	57	5.62%	Reduced
43	Peconic Partners New York	$2.82B	-$75.8M	2	90.47%	Reduced
44	T. Rowe Price Investment Management Baltimore, Maryland	$2.75B	+$413M	18	1.74%	Increased
45	Boston Partners Boston, Massachusetts	$2.74B	+$246M	25	3.05%	Increased
46	HSBC Holdings London, United Kingdom	$2.69B	-$124M	53	1.61%	Reduced
47	Nordea Investment Management Stockholm, Sweden	$2.64B	+$142M	21	2.45%	Increased
48	Capital International Investors Los Angeles, California	$2.63B	+$147M	10	0.45%	Increased
49	Fidelity International Hamilton, Bermuda	$2.61B	+$100M	18	2.23%	Increased
50	Wells Fargo San Francisco, California	$2.6B	+$59.8M	70	0.54%	Increased