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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	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.36B	-$8.52M	14	0.8%	Reduced
52	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.34B	+$61.1M	20	1.87%	Increased
53	Bank of Montreal Toronto, Ontario, Canada	$1.32B	+$128M	49	0.66%	Increased
54	American Century Companies Kansas City, Missouri	$1.28B	+$44.9M	45	0.87%	Increased
55	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.26B	+$127M	62	0.61%	Increased
56	Capital Research Global Investors Los Angeles, California	$1.24B	-$278M	5	0.29%	Reduced
57	UBS Group Zurich, Switzerland	$1.16B	-$19.3M	77	0.37%	Reduced
58	Viking Global Investors Stamford, Connecticut	$1.15B	+$216M	2	3.49%	Increased
59	Pzena Investment Management New York	$1.08B	+$107M	3	4.22%	Increased
60	Parnassus Investments San Francisco, California	$1.07B	-$287M	1	2.32%	Reduced
61	DZ Bank Frankfurt Am Main, Germany	$1.02B	+$17.3M	16	1.59%	Increased
62	Pictet Asset Management (UK) London, United Kingdom	$989M	+$47.2M	27	1.08%	Increased
63	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$987M	+$48.9M	50	0.8%	Increased
64	Lazard Asset Management New York	$973M	-$54.6M	25	1.09%	Reduced
65	Schroder Investment Management Group London, United Kingdom	$966M	-$278M	23	1.21%	Reduced
66	Mirae Asset Global Investments Seoul, South Korea	$966M	+$294M	35	2.7%	Increased
67	California Public Employees Retirement System Sacramento, California	$896M	-$137M	22	0.67%	Reduced
68	Credit Suisse Zurich, Switzerland	$872M	-$172M	50	0.45%	Reduced
69	Hotchkis & Wiley Capital Management Los Angeles, California	$851M	-$7.14M	12	2.59%	Reduced
70	New York State Common Retirement Fund Albany, New York	$850M	-$25.1M	57	0.88%	Reduced
71	Citadel Advisors Miami, Florida	$842M	+$32.9M	65	0.19%	Increased
72	RhumbLine Advisers Boston, Massachusetts	$835M	-$38.8M	52	1.1%	Reduced
73	Fuller & Thaler Asset Management San Mateo, California	$835M	-$20.9M	13	5.42%	Reduced
74	Renaissance Technologies New York	$811M	+$193M	46	1.01%	Increased
75	Putnam Investments Boston, Massachusetts	$806M	+$50.3M	12	1.25%	Increased