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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	Berkshire Hathaway Omaha, Nebraska	$620M	+$307M	1	0.57%	Increased
52	Lord, Abbett & Co Jersey City, New Jersey	$619M	-$285M	14	1.55%	Reduced
53	Legal & General Group London, United Kingdom	$601M	+$25.7M	41	0.72%	Increased
54	Eaton Vance Management Boston, Massachusetts	$596M	+$7.45M	13	1.78%	Increased
55	YCMGA York Capital Management Global Advisors New York	$568M	+$86.2M	3	5.75%	Increased
56	Schroder Investment Management Group London, United Kingdom	$561M	+$82.8M	14	0.75%	Increased
57	Janus Henderson Investors US Denver, Colorado	$556M	+$127M	14	0.51%	Increased
58	VOYA Investment Management Atlanta, Georgia	$553M	+$51.9M	40	1.25%	Increased
59	1832 Asset Management Toronto, Ontario, Canada	$542M	+$12.1M	13	1.77%	Increased
60	Russell Frank Company Seattle, Washington	$525M	-$28.8M	45	0.93%	Reduced
61	Artisan Partners Milwaukee, Wisconsin	$514M	+$36.1M	12	0.92%	Increased
62	Guggenheim Capital Chicago, Illinois	$512M	+$81.5M	35	1.23%	Increased
63	SRS Investment Management New York	$508M	+$99.7M	1	20.3%	Increased
64	UBS Zurich, Switzerland	$502M	-$189M	58	0.37%	Reduced
65	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$478M	+$8.03M	48	0.71%	Increased
66	Fred Alger Management New York	$470M	+$179M	14	2.29%	Increased
67	FTCM Fir Tree Capital Management New York	$460M	+$122M	2	5.16%	Increased
68	Columbia Wanger Asset Management Chicago, Illinois	$459M	-$169M	5	2.11%	Reduced
69	Jennison Associates New York	$451M	-$52.1M	9	0.42%	Reduced
70	Managed Account Advisors Jersey City, New Jersey	$450M	+$74.3M	41	0.5%	Increased
71	BlackRock Investment Management Wilmington, Delaware	$441M	-$13.8M	50	0.62%	Reduced
72	Aristotle Capital Management Los Angeles, California	$440M	+$99.8M	4	5.8%	Increased
73	Fidelity International Hamilton, Bermuda	$438M	-$69.7M	10	1.68%	Reduced
74	Brown Advisory Baltimore, Maryland	$432M	-$177M	12	1.39%	Reduced
75	Parametric Portfolio Associates Seattle, Washington	$429M	+$338K	46	0.95%	Increased