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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	UBS Group Zurich, Switzerland	$1.05B	+$130M	74	0.36%	Increased
52	Bank of Montreal Toronto, Ontario, Canada	$1.04B	+$124M	60	0.69%	Increased
53	Citadel Advisors Miami, Florida	$1.03B	+$484M	59	0.27%	Increased
54	Parnassus Investments San Francisco, California	$1.02B	+$1.57M	1	2.75%	Increased
55	Franklin Resources San Mateo, California	$975M	-$131M	30	0.41%	Reduced
56	Mackenzie Financial Toronto Ontario, Ontario, Canada	$940M	+$124M	14	2.03%	Increased
57	Allianz Asset Management Munich, Germany	$865M	-$11.1M	27	0.85%	Reduced
58	California Public Employees Retirement System Sacramento, California	$864M	+$29.3M	57	0.67%	Increased
59	Credit Suisse Zurich, Switzerland	$830M	+$39.7M	53	0.41%	Increased
60	American Century Companies Kansas City, Missouri	$822M	+$87.8M	37	0.64%	Increased
61	Lazard Asset Management New York	$806M	-$188M	25	1.02%	Reduced
62	Deutsche Bank Frankfurt Am Main Ge, Germany	$791M	+$31.9M	61	0.48%	Increased
63	Pictet Asset Management (UK) London, United Kingdom	$783M	+$90.5M	27	1.02%	Increased
64	Hotchkis & Wiley Capital Management Los Angeles, California	$741M	+$3.13M	12	2.59%	Increased
65	Schroder Investment Management Group London, United Kingdom	$738M	-$11.7M	26	1.04%	Reduced
66	New York State Common Retirement Fund Albany, New York	$729M	-$5.82M	53	0.81%	Reduced
67	Pzena Investment Management New York	$725M	+$13.4M	4	3.42%	Increased
68	RhumbLine Advisers Boston, Massachusetts	$724M	+$3.88M	52	1%	Increased
69	DZ Bank Frankfurt Am Main, Germany	$723M	-$57.3M	11	1.46%	Reduced
70	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$694M	-$34.9M	50	0.64%	Reduced
71	First Eagle Investment Management New York	$692M	-$369M	2	1.95%	Reduced
72	Renaissance Technologies New York	$672M	+$18M	52	0.73%	Increased
73	William Blair Investment Management Chicago, Illinois	$664M	-$62.2M	7	2.21%	Reduced
74	Lyrical Asset Management New York	$650M	-$9.81M	2	8.98%	Reduced
75	GAMCO Investors Greenwich, Connecticut	$650M	-$11.2M	19	6.08%	Reduced