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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	$764M	+$7.84M	1	5.59%	Increased
52	Teachers Advisors New York	$757M	+$12.4M	50	0.93%	Increased
53	Neuberger Berman Group New York	$700M	+$24.1M	17	0.86%	Increased
54	Adage Capital Partners Boston, Massachusetts	$698M	-$572M	13	1.75%	Reduced
55	Massachusetts Financial Services Boston, Massachusetts	$685M	+$52.7M	12	0.29%	Increased
56	Victory Capital Management San Antonio, Texas	$671M	-$117M	32	1.53%	Reduced
57	Schroder Investment Management Group London, United Kingdom	$670M	+$37.9M	17	1.19%	Increased
58	Boston Partners Boston, Massachusetts	$662M	+$2.56M	18	0.88%	Increased
59	New York State Common Retirement Fund Albany, New York	$652M	+$2.48M	53	0.84%	Increased
60	Sanders Capital West Palm Beach, Florida	$643M	+$238M	1	3.09%	Increased
61	Bank of Montreal Toronto, Ontario, Canada	$635M	+$134M	53	0.54%	Increased
62	Credit Suisse Zurich, Switzerland	$603M	-$80.5M	48	0.55%	Reduced
63	Prudential Financial Newark, New Jersey	$598M	-$93.8M	39	0.99%	Reduced
64	Macquarie Group Sydney, NSW 2000, Australia	$595M	+$43.7M	28	1.01%	Increased
65	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$590M	+$8.07M	42	0.64%	Increased
66	Russell Investments Group London, United Kingdom	$583M	+$115M	51	1.08%	Increased
67	Caledonia Investments (Australia) Sydney NSW, Australia	$567M	$0	2	11.98%	Maintained
68	Harris Associates Chicago, Illinois	$562M	+$30.1M	4	1.03%	Increased
69	GAMCO Investors Greenwich, Connecticut	$560M	+$8.22M	18	4.27%	Increased
70	American Century Companies Kansas City, Missouri	$552M	-$54.8M	18	0.56%	Reduced
71	Capital Research Global Investors Los Angeles, California	$522M	+$50.3M	4	0.17%	Increased
72	Hotchkis & Wiley Capital Management Los Angeles, California	$518M	+$71M	11	2.03%	Increased
73	D.E. Shaw & Co New York	$515M	+$202M	35	0.67%	Increased
74	California Public Employees Retirement System Sacramento, California	$515M	-$22.4M	54	0.63%	Reduced
75	Dodge & Cox San Francisco, California	$514M	-$86.3M	4	0.42%	Reduced