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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	LSV Asset Management Chicago, Illinois	$897M	-$26.9M	13	1.4%	Reduced
52	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$892M	-$11.5M	13	0.7%	Reduced
53	Swiss National Bank Zurich, Switzerland	$876M	-$37.9M	48	0.9%	Reduced
54	Macquarie Group Sydney, NSW 2000, Australia	$846M	+$54.1M	31	1.21%	Increased
55	Bank of Montreal Toronto, Ontario, Canada	$822M	+$4.07M	56	0.62%	Increased
56	First Eagle Investment Management New York	$763M	-$74.7M	2	2.09%	Reduced
57	Credit Suisse Zurich, Switzerland	$759M	+$64.6M	56	0.55%	Increased
58	Pzena Investment Management New York	$756M	+$184M	3	3.53%	Increased
59	Deutsche Bank Frankfurt Am Main Ge, Germany	$749M	-$42M	63	0.49%	Reduced
60	AQR Capital Management Greenwich, Connecticut	$722M	+$61M	35	0.82%	Increased
61	Boston Partners Boston, Massachusetts	$716M	-$12.7M	18	0.95%	Reduced
62	Hotchkis & Wiley Capital Management Los Angeles, California	$714M	+$86.9M	13	2.48%	Increased
63	Barclays London, United Kingdom	$713M	+$61.5M	57	0.4%	Increased
64	California Public Employees Retirement System Sacramento, California	$712M	+$32.4M	56	0.64%	Increased
65	Lyrical Asset Management New York	$702M	+$18.7M	3	9.55%	Increased
66	William Blair Investment Management Chicago, Illinois	$698M	-$51.1M	7	2.78%	Reduced
67	Millennium Management New York	$671M	+$45.8M	47	0.84%	Increased
68	Harris Associates Chicago, Illinois	$660M	+$10M	4	1.17%	Increased
69	UBS Group Zurich, Switzerland	$658M	+$20.3M	71	0.23%	Increased
70	Renaissance Technologies New York	$656M	+$94.1M	48	0.5%	Increased
71	Victory Capital Management San Antonio, Texas	$649M	-$223M	43	0.79%	Reduced
72	New York State Common Retirement Fund Albany, New York	$643M	-$65.2M	50	0.76%	Reduced
73	Russell Investments Group London, United Kingdom	$621M	-$155M	53	1.16%	Reduced
74	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$601M	-$27.9M	47	0.63%	Reduced
75	RhumbLine Advisers Boston, Massachusetts	$582M	+$15M	49	0.97%	Increased