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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	Victory Capital Management San Antonio, Texas	$5.59B	+$1.28B	46	3.15%	Increased
27	Legal & General Group London, United Kingdom	$5.43B	-$100M	65	1.2%	Reduced
28	Gates Foundation Trust Kirkland, Washington	$5.3B	$0	2	14.98%	Maintained
29	Nuveen Charlotte, North Carolina	$5.27B	+$1.81M	64	1.38%	Increased
30	Massachusetts Financial Services Boston, Massachusetts	$4.57B	+$27.5M	21	1.47%	Increased
31	Amundi Paris, France	$4.54B	-$955M	37	1.23%	Reduced
32	AllianceBernstein Nashville, Tennessee	$4.38B	-$368M	60	1.38%	Reduced
33	First Trust Advisors Wheaton, Illinois	$4.23B	+$106M	50	3.08%	Increased
34	Deutsche Bank Frankfurt Am Main Ge, Germany	$4.18B	+$21.1M	65	1.36%	Increased
35	Capital Research Global Investors Los Angeles, California	$4.15B	-$1.58B	9	0.77%	Reduced
36	Peconic Partners New York	$3.85B	+$176M	3	91.48%	Increased
37	DZ Bank Frankfurt Am Main, Germany	$3.85B	+$192M	22	3.32%	Increased
38	AQR Capital Management Greenwich, Connecticut	$3.84B	+$675M	62	2.02%	Increased
39	American Century Companies Kansas City, Missouri	$3.69B	-$258M	59	1.85%	Reduced
40	Bank of Montreal Toronto, Ontario, Canada	$3.61B	+$714M	47	1.25%	Increased
41	Barclays London, United Kingdom	$3.53B	+$479M	71	0.85%	Increased
42	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$3.47B	+$118M	61	5.19%	Increased
43	Wells Fargo San Francisco, California	$3.45B	+$201M	71	0.63%	Increased
44	Ameriprise Minneapolis, Minnesota	$3.45B	-$119M	58	0.78%	Reduced
45	Neuberger Berman Group New York	$3.29B	-$100M	44	2.45%	Reduced
46	Newport Trust Company Washington, District of Columbia	$3.08B	-$94.9M	1	7.36%	Reduced
47	Boston Partners Boston, Massachusetts	$2.93B	-$314M	22	3.03%	Reduced
48	Raymond James Financial St Petersburg, Florida	$2.89B	-$71.8M	57	0.9%	Reduced
49	Janus Henderson Group London,	$2.85B	+$200M	51	1.28%	Increased
50	Select Equity Group New York	$2.83B	-$634M	10	12.2%	Reduced