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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	Parametric Portfolio Associates Seattle, Washington	$824M	-$24.2M	50	0.81%	Reduced
52	Swiss National Bank Zurich, Switzerland	$818M	-$87.7M	44	1%	Reduced
53	Prudential Financial Newark, New Jersey	$806M	+$20.4M	38	1.23%	Increased
54	Aristotle Capital Management Los Angeles, California	$760M	+$56.4M	3	5.1%	Increased
55	New York State Common Retirement Fund Albany, New York	$746M	-$46M	49	0.93%	Reduced
56	Artisan Partners Milwaukee, Wisconsin	$723M	+$121M	6	1.47%	Increased
57	Dodge & Cox San Francisco, California	$687M	+$24.2M	5	0.55%	Increased
58	OppenheimerFunds New York	$680M	-$44.6M	35	0.85%	Reduced
59	Schroder Investment Management Group London, United Kingdom	$679M	+$145M	16	1.18%	Increased
60	California Public Employees Retirement System Sacramento, California	$668M	-$22.5M	53	0.95%	Reduced
61	Credit Suisse Zurich, Switzerland	$645M	-$84M	52	0.6%	Reduced
62	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$636M	+$14.6M	10	0.82%	Increased
63	Prudential plc London, England, United Kingdom	$625M	+$3.09M	10	1.95%	Increased
64	Renaissance Technologies New York	$624M	-$25.8M	42	0.68%	Reduced
65	Bank of Montreal Toronto, Ontario, Canada	$621M	-$24.3M	52	0.55%	Reduced
66	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$608M	+$7.56M	57	0.67%	Increased
67	VOYA Investment Management Atlanta, Georgia	$607M	+$17.5M	44	1.29%	Increased
68	GAMCO Investors Greenwich, Connecticut	$593M	+$13M	15	4%	Increased
69	Massachusetts Financial Services Boston, Massachusetts	$590M	-$41.4M	11	0.25%	Reduced
70	UBS Group Zurich, Switzerland	$585M	+$25.6M	69	0.25%	Increased
71	Macquarie Group Sydney, NSW 2000, Australia	$553M	+$14.7M	38	1.01%	Increased
72	Lord, Abbett & Co Jersey City, New Jersey	$534M	-$155M	15	1.59%	Reduced
73	Epoch Investment Partners New York	$507M	+$220M	8	1.8%	Increased
74	Melvin Capital Management New York	$504M	+$160M	3	4.83%	Increased
75	Point72 Asset Management Stamford, Connecticut	$501M	+$9.15M	17	2.1%	Increased