← All themes

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
51	Neuberger Berman Group New York	$4B	-$274M	43	2.66%	Reduced
52	Boston Partners Boston, Massachusetts	$3.68B	+$462M	22	3.27%	Increased
53	Jupiter Topco New York	$3.59B	+$3.44B	51	1.46%	New
54	Barclays London, United Kingdom	$3.52B	-$1.33B	73	0.68%	Reduced
55	Citigroup New York	$3.44B	+$480M	75	1.14%	Increased
56	LPL Financial San Diego, California	$3.33B	+$198M	59	0.75%	Increased
57	Nordea Investment Management Stockholm, Sweden	$3.16B	-$237M	30	2.58%	Reduced
58	Mitsubishi UFJ Asset Management Tokyo, Japan	$3.14B	+$149M	37	1.74%	Increased
59	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$3.06B	-$8.68M	17	1.75%	Reduced
60	Pictet Asset Management Carouge, Switzerland	$2.96B	+$276M	50	2.83%	Increased
61	TCI Fund Management London, United Kingdom	$2.91B	+$1.48B	3	5.52%	Increased
62	BNP Paribas Financial Markets Paris, France	$2.9B	+$235M	77	1%	Increased
63	California Public Employees Retirement System Sacramento, California	$2.81B	+$4.6M	29	1.59%	Increased
64	HSBC Holdings London, United Kingdom	$2.78B	+$35.3M	48	1.16%	Increased
65	RhumbLine Advisers Boston, Massachusetts	$2.76B	-$5.93M	67	2.08%	Reduced
66	Millennium Management New York	$2.69B	+$408M	67	0.97%	Increased
67	Vanguard Global Advisers Malvern, Pennsylvania	$2.69B	-$26M	68	1.25%	Reduced
68	Vanguard Asset Management London, Ec4n 8af,	$2.68B	+$227M	53	1.81%	Increased
69	VOYA Investment Management Atlanta, Georgia	$2.6B	+$215K	54	2.25%	Increased
70	Newport Trust Company Washington, District of Columbia	$2.59B	-$41.5M	1	6.24%	Reduced
71	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$2.52B	+$56.2M	13	1.63%	Increased
72	Envestnet Asset Management Chicago, Illinois	$2.51B	-$49.8M	56	0.59%	Reduced
73	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$2.49B	+$95M	56	1.94%	Increased
74	Fidelity International Hamilton, Bermuda	$2.44B	-$215M	22	1.75%	Reduced
75	Harris Associates Chicago, Illinois	$2.43B	-$51M	8	3.22%	Reduced