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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	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$1.45B	+$10.3M	35	2.09%	Increased
52	Macquarie Group Sydney, NSW 2000, Australia	$1.44B	+$82M	26	1.71%	Increased
53	UBS Group Zurich, Switzerland	$1.41B	+$222M	76	0.52%	Increased
54	American Century Companies Kansas City, Missouri	$1.39B	+$46.5M	46	1.13%	Increased
55	Victory Capital Management San Antonio, Texas	$1.32B	-$333M	46	1.52%	Reduced
56	Millennium Management New York	$1.23B	+$142M	61	0.68%	Increased
57	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.23B	-$96.4M	54	0.71%	Reduced
58	Capital International Investors Los Angeles, California	$1.23B	-$37.7M	6	0.33%	Reduced
59	Barclays London, United Kingdom	$1.14B	+$405M	58	0.51%	Increased
60	Citigroup New York	$1.12B	+$457M	59	0.89%	Increased
61	Nordea Investment Management Stockholm, Sweden	$1.09B	-$36.9M	16	1.7%	Reduced
62	Mirae Asset Global Investments Seoul, South Korea	$1.07B	-$29.4M	44	2.79%	Reduced
63	Credit Suisse Zurich, Switzerland	$1.07B	+$2.35M	54	1.13%	Increased
64	Peconic Partners New York	$1.06B	+$27.5M	3	68.58%	Increased
65	Pzena Investment Management New York	$1.03B	-$113M	3	4.55%	Reduced
66	California Public Employees Retirement System Sacramento, California	$1B	+$778K	21	0.86%	Increased
67	RhumbLine Advisers Boston, Massachusetts	$1,000M	+$28.3M	48	1.34%	Increased
68	Fidelity International Hamilton, Bermuda	$992M	-$15.3M	14	1.19%	Reduced
69	Brookfield Corp Toronto, Ontario, Canada	$958M	+$26.2M	8	3.59%	Increased
70	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$957M	-$277M	8	3.59%	Reduced
71	New York State Common Retirement Fund Albany, New York	$920M	+$10.6M	52	1.26%	Increased
72	Diamond Hill Capital Management Columbus, Ohio	$918M	-$47.9M	7	4.17%	Reduced
73	Bank of Montreal Toronto, Ontario, Canada	$917M	+$73.6M	49	0.4%	Increased
74	Bessemer Group Woodbridge, New Jersey	$894M	+$159K	23	2.18%	Increased
75	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$835M	-$65.4M	45	0.53%	Reduced