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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
51	Legal & General Group London, United Kingdom	$559M	+$4.23M	19	0.74%	Increased
52	First Eagle Investment Management New York	$547M	+$3.53M	3	1.59%	Increased
53	Russell Frank Company Seattle, Washington	$537M	+$5.96M	49	0.95%	Increased
54	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$532M	+$82.6M	5	0.85%	Increased
55	Prudential Financial Newark, New Jersey	$531M	-$2.33M	34	1.13%	Reduced
56	California Public Employees Retirement System Sacramento, California	$502M	+$9.2M	49	0.93%	Increased
57	American Century Companies Kansas City, Missouri	$491M	-$63.1M	20	0.62%	Reduced
58	Suntrust Banks Atlanta, Georgia	$441M	-$37.7M	27	1.72%	Reduced
59	Charles Schwab San Francisco, California	$420M	-$9.62M	43	0.86%	Reduced
60	Dodge & Cox San Francisco, California	$413M	-$2.6M	5	0.47%	Reduced
61	I.G. Investment Management Winnipeg, Manitoba, Canada	$405M	+$25.5M	13	1.53%	Increased
62	Citigroup New York	$403M	-$4.57M	52	0.38%	Reduced
63	VanEck Associates New York	$388M	-$27.8M	10	1.97%	Reduced
64	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$386M	+$24.4M	11	1.03%	Increased
65	Thrivent Financial for Lutherans Minneapolis, Minnesota	$384M	+$28.4M	22	2.43%	Increased
66	Janus Henderson Investors US Denver, Colorado	$382M	-$129M	15	0.38%	Reduced
67	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$378M	+$7.93M	11	0.82%	Increased
68	Barclays London, United Kingdom	$370M	+$145M	46	0.44%	Increased
69	Parametric Portfolio Associates Seattle, Washington	$365M	-$6.87M	46	0.99%	Reduced
70	Managed Account Advisors Jersey City, New Jersey	$359M	-$20M	35	0.53%	Reduced
71	YCMGA York Capital Management Global Advisors New York	$358M	-$12.2M	2	7.18%	Reduced
72	AL AJO LP Philadelphia, Pennsylvania	$357M	-$39.5M	10	1.62%	Reduced
73	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$351M	+$13.8M	10	1.69%	Increased
74	BlackRock New York	$350M	+$18.1M	42	0.66%	Increased
75	MAM Marketfield Asset Management New York	$346M	+$46.9M	2	4.31%	Increased