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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	Franklin Resources San Mateo, California	$1.36B	+$130M	31	0.55%	Increased
52	Allianz Asset Management Munich, Germany	$1.36B	+$208M	24	1.32%	Increased
53	Aristotle Capital Management Los Angeles, California	$1.31B	-$234M	3	2.67%	Reduced
54	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.27B	+$74.1M	17	1.93%	Increased
55	Schroder Investment Management Group London, United Kingdom	$1.21B	+$261M	26	1.57%	Increased
56	UBS Group Zurich, Switzerland	$1.21B	-$132M	71	0.4%	Reduced
57	Bank of Montreal Toronto, Ontario, Canada	$1.2B	-$48.2M	62	0.78%	Reduced
58	American Century Companies Kansas City, Missouri	$1.18B	+$151M	42	0.87%	Increased
59	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.16B	+$137M	62	0.62%	Increased
60	California Public Employees Retirement System Sacramento, California	$1.05B	-$49M	57	0.8%	Reduced
61	DZ Bank Frankfurt Am Main, Germany	$1.04B	+$41.7M	14	1.92%	Increased
62	Lazard Asset Management New York	$1.04B	+$28.4M	27	1.26%	Increased
63	Credit Suisse Zurich, Switzerland	$1.02B	-$17.5M	50	0.52%	Reduced
64	Pictet Asset Management (UK) London, United Kingdom	$985M	+$21.1M	28	1.18%	Increased
65	Viking Global Investors Stamford, Connecticut	$950M	+$229M	2	2.83%	Increased
66	Pzena Investment Management New York	$931M	+$88.4M	4	3.78%	Increased
67	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$911M	+$12.5M	51	0.79%	Increased
68	New York State Common Retirement Fund Albany, New York	$894M	-$30.3M	53	0.99%	Reduced
69	RhumbLine Advisers Boston, Massachusetts	$889M	-$34.7M	52	1.21%	Reduced
70	Hotchkis & Wiley Capital Management Los Angeles, California	$870M	-$59.6M	12	2.65%	Reduced
71	Fuller & Thaler Asset Management San Mateo, California	$817M	-$27.1M	13	5.74%	Reduced
72	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$803M	+$3.19M	51	1.06%	Increased
73	Citadel Advisors Miami, Florida	$802M	-$476M	61	0.2%	Reduced
74	GAMCO Investors Greenwich, Connecticut	$791M	-$59.3M	18	6.94%	Reduced
75	Putnam Investments Boston, Massachusetts	$785M	+$198M	13	1.31%	Increased