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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	$1.38B	-$294M	35	0.69%	Reduced
52	Millennium Management New York	$1.36B	+$104M	62	0.78%	Increased
53	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.36B	-$135M	15	1.01%	Reduced
54	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.32B	+$92M	54	0.74%	Increased
55	Victory Capital Management San Antonio, Texas	$1.27B	-$121M	45	1.42%	Reduced
56	Capital Research Global Investors Los Angeles, California	$1.26B	-$443M	4	0.36%	Reduced
57	Fidelity International Hamilton, Bermuda	$1.2B	+$101M	15	1.38%	Increased
58	Bank of Montreal Toronto, Ontario, Canada	$1.2B	+$250M	44	0.48%	Increased
59	Peconic Partners New York	$1.18B	-$4.09M	2	66.9%	Reduced
60	Mirae Asset Global Investments Seoul, South Korea	$1.17B	+$66.1M	43	2.74%	Increased
61	Nordea Investment Management Stockholm, Sweden	$1.16B	+$18.9M	18	1.69%	Increased
62	Credit Suisse Zurich, Switzerland	$1.12B	+$44.8M	49	1.13%	Increased
63	VOYA Investment Management Atlanta, Georgia	$1.1B	-$447M	45	1.17%	Reduced
64	Citigroup New York	$1.09B	-$13.7M	58	0.77%	Reduced
65	RhumbLine Advisers Boston, Massachusetts	$1.03B	+$21M	48	1.27%	Increased
66	First Trust Advisors Wheaton, Illinois	$998M	+$171M	40	1.15%	Increased
67	DZ Bank Frankfurt Am Main, Germany	$993M	+$312M	18	1.63%	Increased
68	Pzena Investment Management New York	$980M	-$93.4M	3	4.23%	Reduced
69	Citadel Advisors Miami, Florida	$939M	-$572M	67	0.21%	Reduced
70	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$931M	+$48.9M	46	0.53%	Increased
71	Impax Asset Management Group London, United Kingdom	$905M	+$80.7M	9	3.78%	Increased
72	California Public Employees Retirement System Sacramento, California	$885M	-$120M	24	0.79%	Reduced
73	New York State Common Retirement Fund Albany, New York	$869M	-$50.1M	52	1.17%	Reduced
74	Diamond Hill Capital Management Columbus, Ohio	$865M	-$35.6M	7	4.05%	Reduced
75	Renaissance Technologies New York	$847M	+$180M	58	1.12%	Increased