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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	Royce & Associates New York	$537M	-$60.9M	25	3.55%	Reduced
52	Parametric Portfolio Associates Seattle, Washington	$524M	+$37.4M	51	0.83%	Increased
53	Renaissance Technologies New York	$515M	+$148M	45	0.98%	Increased
54	California Public Employees Retirement System Sacramento, California	$511M	-$6.53M	51	0.83%	Reduced
55	Bank of Montreal Toronto, Ontario, Canada	$500M	+$28.2M	45	0.57%	Increased
56	OppenheimerFunds New York	$493M	-$58.3M	29	0.65%	Reduced
57	Generation Investment Management London, United Kingdom	$491M	+$139K	1	5.68%	Increased
58	BlackRock Investment Management Wilmington, Delaware	$479M	+$16.7M	53	0.61%	Increased
59	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$478M	+$21.7M	51	0.73%	Increased
60	Swiss National Bank Zurich, Switzerland	$477M	+$14.2M	43	0.77%	Increased
61	UBS AM Chicago, Illinois	$477M	-$63.3M	41	0.54%	Reduced
62	Teachers Advisors New York	$472M	+$45.1M	45	0.82%	Increased
63	Victory Capital Management San Antonio, Texas	$463M	+$15.5M	28	1.85%	Increased
64	Brown Advisory Baltimore, Maryland	$459M	-$1.86M	12	1.61%	Reduced
65	Lone Pine Capital Greenwich, Connecticut	$454M	+$59.6M	1	2.1%	Increased
66	Frontier Capital Management Boston, Massachusetts	$429M	+$68.1M	7	3.52%	Increased
67	Prudential Financial Newark, New Jersey	$426M	+$70.5M	38	0.72%	Increased
68	Artisan Partners Milwaukee, Wisconsin	$414M	-$147M	5	0.88%	Reduced
69	Credit Suisse Zurich, Switzerland	$404M	-$37.3M	49	0.45%	Reduced
70	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$400M	-$3.23M	1	3.35%	Reduced
71	Adage Capital Partners Boston, Massachusetts	$391M	+$111M	12	1.07%	Increased
72	APG Asset Management Amsterdam, Netherlands	$381M	+$87.7M	11	0.72%	Increased
73	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$371M	-$16M	44	0.8%	Reduced
74	State of New Jersey Common Pension Fund D Trenton, New Jersey	$370M	-$12.2M	16	1.68%	Reduced
75	Guggenheim Capital Chicago, Illinois	$367M	-$11.1M	37	1.15%	Reduced