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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	Russell Frank Company Seattle, Washington	$634M	-$51.4M	45	1.12%	Reduced
52	Legal & General Group London, United Kingdom	$622M	-$24.8M	20	0.75%	Reduced
53	Eaton Vance Management Boston, Massachusetts	$582M	+$52.7M	12	1.72%	Increased
54	Artisan Partners Milwaukee, Wisconsin	$578M	-$101M	11	1.02%	Reduced
55	Prudential Financial Newark, New Jersey	$559M	-$48.3M	35	1.04%	Reduced
56	Charles Schwab San Francisco, California	$552M	+$37M	41	0.99%	Increased
57	Carmignac Gestion Paris, France	$549M	+$547M	2	4.02%	New
58	Peconic Partners New York	$515M	+$21.9M	9	48.71%	Increased
59	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$474M	+$1.65M	13	1.15%	Increased
60	Jennison Associates New York	$474M	+$129M	8	0.45%	Increased
61	BlackRock Investment Management Wilmington, Delaware	$472M	-$150M	43	0.68%	Reduced
62	Dodge & Cox San Francisco, California	$470M	-$7.68M	5	0.48%	Reduced
63	Thrivent Financial for Lutherans Minneapolis, Minnesota	$460M	+$4.71M	25	2.85%	Increased
64	Credit Agricole Montrouge Cedex, France	$459M	+$39.8M	19	1.85%	Increased
65	MAM Marketfield Asset Management New York	$455M	+$9.9M	2	3.84%	Increased
66	Waddell & Reed Financial Overland Park, Kansas	$445M	+$129M	8	0.68%	Increased
67	Parametric Portfolio Associates Seattle, Washington	$444M	+$7.05M	44	1.05%	Increased
68	UBS Zurich, Switzerland	$441M	-$394M	57	0.39%	Reduced
69	1832 Asset Management Toronto, Ontario, Canada	$438M	+$42.9M	11	1.51%	Increased
70	Suntrust Banks Atlanta, Georgia	$436M	-$165M	25	1.6%	Reduced
71	Schroder Investment Management Group London, United Kingdom	$428M	+$61.1M	17	0.48%	Increased
72	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$427M	+$11.8M	46	0.68%	Increased
73	Fidelity International Hamilton, Bermuda	$427M	+$258M	11	1.55%	Increased
74	Guggenheim Capital Chicago, Illinois	$424M	+$43M	37	1.2%	Increased
75	Axa Paris, France	$419M	+$22.5M	17	1.82%	Increased