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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	Generation Investment Management London, United Kingdom	$584M	+$63.5M	1	6.32%	Increased
52	Renaissance Technologies New York	$577M	+$10.7M	46	1.02%	Increased
53	Millennium Management New York	$576M	+$200M	45	0.97%	Increased
54	Lone Pine Capital Greenwich, Connecticut	$569M	+$145M	1	2.54%	Increased
55	New York State Common Retirement Fund Albany, New York	$563M	-$39.7M	45	0.81%	Reduced
56	Parametric Portfolio Associates Seattle, Washington	$560M	-$22.4M	52	0.84%	Reduced
57	Allianz Asset Management Munich, Germany	$546M	-$39.6M	23	0.53%	Reduced
58	Royce & Associates New York	$531M	-$47.5M	26	3.5%	Reduced
59	BlackRock Investment Management Wilmington, Delaware	$518M	+$1.21M	53	0.64%	Increased
60	Frontier Capital Management Boston, Massachusetts	$517M	+$45.8M	8	4.14%	Increased
61	California Public Employees Retirement System Sacramento, California	$515M	-$38.8M	51	0.85%	Reduced
62	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$514M	-$19.9M	51	0.76%	Reduced
63	LSV Asset Management Chicago, Illinois	$510M	-$111M	15	1%	Reduced
64	Teachers Advisors New York	$502M	-$11.4M	46	0.84%	Reduced
65	Swiss National Bank Zurich, Switzerland	$496M	-$14M	43	0.8%	Reduced
66	Brown Advisory Baltimore, Maryland	$494M	-$34.3M	13	1.7%	Reduced
67	UBS AM Chicago, Illinois	$493M	-$25.8M	42	0.53%	Reduced
68	AQR Capital Management Greenwich, Connecticut	$487M	+$118M	39	0.74%	Increased
69	Artisan Partners Milwaukee, Wisconsin	$478M	+$32.5M	6	0.95%	Increased
70	Credit Suisse Zurich, Switzerland	$460M	+$20.4M	50	0.44%	Increased
71	Macquarie Group Sydney, NSW 2000, Australia	$432M	+$107M	21	0.83%	Increased
72	Lord, Abbett & Co Jersey City, New Jersey	$430M	+$60.7M	13	1.31%	Increased
73	Adage Capital Partners Boston, Massachusetts	$428M	+$39.3M	13	1.18%	Increased
74	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$421M	+$28.1M	10	0.69%	Increased
75	Guggenheim Capital Chicago, Illinois	$421M	+$33.8M	36	1.31%	Increased