← All themes

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	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.54B	+$65.4M	22	2.07%	Increased
52	Mirae Asset Global Investments Seoul, South Korea	$1.49B	+$216M	36	3.19%	Increased
53	UBS Group Zurich, Switzerland	$1.42B	+$182M	78	0.41%	Increased
54	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$1.41B	+$144M	28	1.41%	Increased
55	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.36B	+$58.2M	58	0.61%	Increased
56	American Century Companies Kansas City, Missouri	$1.34B	-$44.8M	44	0.85%	Reduced
57	Fidelity International Hamilton, Bermuda	$1.33B	+$203M	15	1.36%	Increased
58	Capital Research Global Investors Los Angeles, California	$1.32B	-$362M	4	0.29%	Reduced
59	Capital International Investors Los Angeles, California	$1.29B	-$1.15B	6	0.27%	Reduced
60	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.25B	-$34.1M	14	0.76%	Reduced
61	Parnassus Investments San Francisco, California	$1.22B	+$119M	1	2.34%	Increased
62	Viking Global Investors Stamford, Connecticut	$1.18B	+$74.8M	2	3.4%	Increased
63	Millennium Management New York	$1.16B	+$127M	57	0.59%	Increased
64	Pzena Investment Management New York	$1.14B	-$6.05M	3	4.28%	Reduced
65	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.11B	-$435M	11	3.49%	Reduced
66	Citadel Advisors Miami, Florida	$1.04B	-$112M	61	0.21%	Reduced
67	Schroder Investment Management Group London, United Kingdom	$1.03B	+$216M	21	1.34%	Increased
68	Barclays London, United Kingdom	$985M	+$104M	55	0.37%	Increased
69	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$928M	-$60.8M	47	0.57%	Reduced
70	First Trust Advisors Wheaton, Illinois	$921M	-$32.7M	46	0.9%	Reduced
71	Lazard Asset Management New York	$908M	-$64.8M	31	0.97%	Reduced
72	Credit Suisse Zurich, Switzerland	$906M	+$4.35M	50	0.48%	Increased
73	Peconic Partners New York	$903M	+$78.3M	5	72.57%	Increased
74	William Blair Investment Management Chicago, Illinois	$893M	-$138M	8	2.41%	Reduced
75	California Public Employees Retirement System Sacramento, California	$887M	-$39.9M	18	0.59%	Reduced