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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	Renaissance Technologies New York	$692M	-$91.4M	45	0.97%	Reduced
52	Russell Investments Group London, United Kingdom	$673M	+$40.5M	50	1.23%	Increased
53	Swiss National Bank Zurich, Switzerland	$670M	+$93.3M	43	0.83%	Increased
54	Lord, Abbett & Co Jersey City, New Jersey	$670M	-$140M	18	2.01%	Reduced
55	Teachers Advisors New York	$664M	+$84.8M	45	0.97%	Increased
56	Bank of Montreal Toronto, Ontario, Canada	$650M	-$116M	50	0.62%	Reduced
57	Allianz Asset Management Munich, Germany	$650M	-$41.9M	26	0.63%	Reduced
58	New York State Common Retirement Fund Albany, New York	$641M	-$17.8M	46	0.86%	Reduced
59	AIG American International Group New York	$629M	+$7.28M	44	2.3%	Increased
60	Parametric Portfolio Associates Seattle, Washington	$607M	-$95.7M	52	0.93%	Reduced
61	UBS AM Chicago, Illinois	$596M	+$17.7M	35	0.61%	Increased
62	Massachusetts Financial Services Boston, Massachusetts	$589M	+$13M	9	0.28%	Increased
63	Dodge & Cox San Francisco, California	$589M	+$128M	5	0.5%	Increased
64	Prudential Financial Newark, New Jersey	$579M	+$139M	37	0.9%	Increased
65	Royce & Associates New York	$556M	-$19.6M	29	3.63%	Reduced
66	California Public Employees Retirement System Sacramento, California	$532M	-$27.7M	53	0.87%	Reduced
67	Balyasny Asset Management Chicago, Illinois	$530M	+$308M	22	2.47%	Increased
68	Carmignac Gestion Paris, France	$527M	+$16.3M	2	4.03%	Increased
69	Guggenheim Capital Chicago, Illinois	$523M	+$19.2M	39	1.42%	Increased
70	Frontier Capital Management Boston, Massachusetts	$519M	-$30.9M	8	3.83%	Reduced
71	Boston Partners Boston, Massachusetts	$516M	-$19M	14	0.66%	Reduced
72	Prudential plc London, England, United Kingdom	$515M	+$39.8M	10	1.73%	Increased
73	William Blair Investment Management Chicago, Illinois	$509M	+$34.6M	8	1.92%	Increased
74	Maverick Capital Dallas, Texas	$490M	+$146M	4	6.25%	Increased
75	Credit Suisse Zurich, Switzerland	$479M	-$2.55M	47	0.43%	Reduced