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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	Credit Suisse Zurich, Switzerland	$620M	+$31.8M	47	0.65%	Increased
52	Boston Partners Boston, Massachusetts	$615M	-$87.3M	16	0.88%	Reduced
53	Dodge & Cox San Francisco, California	$615M	-$5.4M	4	0.56%	Reduced
54	Prudential Financial Newark, New Jersey	$614M	+$12.6M	37	1.08%	Increased
55	New York State Common Retirement Fund Albany, New York	$585M	-$34M	53	0.85%	Reduced
56	Schroder Investment Management Group London, United Kingdom	$582M	+$25.1M	16	1.05%	Increased
57	Neuberger Berman Group New York	$568M	-$183M	20	0.79%	Reduced
58	Egerton Capital (UK) London, United Kingdom	$558M	+$574M	2	4.64%	New
59	American Century Companies Kansas City, Missouri	$555M	-$134M	18	0.63%	Reduced
60	Millennium Management New York	$542M	-$181M	48	0.84%	Reduced
61	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$524M	+$27.7M	40	0.66%	Increased
62	Massachusetts Financial Services Boston, Massachusetts	$523M	+$68.2M	12	0.25%	Increased
63	Harris Associates Chicago, Illinois	$487M	+$130M	3	0.98%	Increased
64	California Public Employees Retirement System Sacramento, California	$480M	-$28.2M	54	0.67%	Reduced
65	Caledonia Investments (Australia) Sydney NSW, Australia	$479M	+$157M	2	10.49%	Increased
66	Renaissance Technologies New York	$478M	+$44.9M	43	0.52%	Increased
67	Macquarie Group Sydney, NSW 2000, Australia	$477M	+$7.18M	34	0.92%	Increased
68	Royce & Associates New York	$461M	+$33M	33	4.14%	Increased
69	UBS Group Zurich, Switzerland	$460M	-$4.12M	71	0.21%	Reduced
70	VOYA Investment Management Atlanta, Georgia	$453M	-$3.82M	44	1.12%	Reduced
71	Capital Research Global Investors Los Angeles, California	$452M	-$349M	3	0.16%	Reduced
72	Bank of Montreal Toronto, Ontario, Canada	$451M	-$77.5M	55	0.43%	Reduced
73	GAMCO Investors Greenwich, Connecticut	$450M	+$10.3M	18	3.81%	Increased
74	Citigroup New York	$432M	+$210M	60	0.44%	Increased
75	RhumbLine Advisers Boston, Massachusetts	$427M	+$46.8M	49	0.93%	Increased