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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	Neuberger Berman Group New York	$1.55B	-$148M	28	1.32%	Reduced
52	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.51B	+$101M	59	0.71%	Increased
53	Harris Associates Chicago, Illinois	$1.48B	-$325M	3	1.95%	Reduced
54	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.46B	+$86.3M	14	0.98%	Increased
55	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$1.45B	+$5.75M	29	1.64%	Increased
56	Mirae Asset Global Investments Seoul, South Korea	$1.41B	-$63M	35	2.96%	Reduced
57	American Century Companies Kansas City, Missouri	$1.37B	+$134M	49	0.93%	Increased
58	Capital International Investors Los Angeles, California	$1.32B	+$57.1M	6	0.3%	Increased
59	DZ Bank Frankfurt Am Main, Germany	$1.24B	-$1.38B	13	1.78%	Reduced
60	Fidelity International Hamilton, Bermuda	$1.24B	+$6.28M	15	1.27%	Increased
61	UBS Group Zurich, Switzerland	$1.19B	-$297M	78	0.4%	Reduced
62	Pzena Investment Management New York	$1.14B	-$1.22M	3	4.33%	Reduced
63	Nordea Investment Management Stockholm, Sweden	$1.14B	+$236M	15	1.43%	Increased
64	Impax Asset Management Group London, United Kingdom	$1.12B	+$215M	8	4.63%	Increased
65	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.1B	-$105M	8	3.6%	Reduced
66	Credit Suisse Zurich, Switzerland	$1.05B	+$98.1M	50	0.9%	Increased
67	Citadel Advisors Miami, Florida	$964M	-$32.6M	63	0.2%	Reduced
68	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$957M	+$16.4M	50	0.63%	Increased
69	New York State Common Retirement Fund Albany, New York	$905M	+$10M	55	0.97%	Increased
70	Peconic Partners New York	$903M	-$96.3M	3	69.18%	Reduced
71	Eaton Vance Management Boston, Massachusetts	$902M	+$246M	26	1.04%	Increased
72	Bessemer Group Woodbridge, New Jersey	$896M	+$275M	20	1.88%	Increased
73	Lazard Asset Management New York	$889M	-$38.2M	36	1.03%	Reduced
74	RhumbLine Advisers Boston, Massachusetts	$877M	-$980K	52	1.13%	Reduced
75	Viking Global Investors Stamford, Connecticut	$871M	-$200M	2	3.52%	Reduced