← 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	American Century Companies Kansas City, Missouri	$1.51B	-$35.3M	53	1.14%	Reduced
52	Parnassus Investments San Francisco, California	$1.46B	-$46.8M	2	3.39%	Reduced
53	Millennium Management New York	$1.45B	-$63.7M	58	0.72%	Reduced
54	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.45B	-$509M	30	2.2%	Reduced
55	Mirae Asset Global Investments Seoul, South Korea	$1.44B	+$98.3M	44	3.09%	Increased
56	Bank of Montreal Toronto, Ontario, Canada	$1.43B	+$129M	52	0.49%	Increased
57	VOYA Investment Management Atlanta, Georgia	$1.4B	+$209M	48	1.45%	Increased
58	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.39B	-$27.5M	55	0.74%	Reduced
59	Victory Capital Management San Antonio, Texas	$1.35B	-$40.2M	46	1.49%	Reduced
60	Nordea Investment Management Stockholm, Sweden	$1.33B	+$36.7M	18	1.82%	Increased
61	Franklin Resources San Mateo, California	$1.31B	-$220M	43	0.62%	Reduced
62	Fidelity International Hamilton, Bermuda	$1.26B	-$11.1M	16	1.42%	Reduced
63	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.21B	-$215M	14	0.94%	Reduced
64	Credit Suisse Zurich, Switzerland	$1.2B	-$1.42M	50	1.19%	Reduced
65	Capital International Investors Los Angeles, California	$1.18B	+$207M	7	0.28%	Increased
66	RhumbLine Advisers Boston, Massachusetts	$1.15B	+$21.4M	61	1.29%	Increased
67	Impax Asset Management Group London, United Kingdom	$1.06B	+$88.6M	10	4.24%	Increased
68	Barclays London, United Kingdom	$1.05B	+$177M	64	0.67%	Increased
69	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.03B	+$13.3M	48	0.57%	Increased
70	Viking Global Investors Stamford, Connecticut	$1B	+$29.8M	2	4.1%	Increased
71	Citadel Advisors Miami, Florida	$996M	-$7.63M	68	0.21%	Reduced
72	Pzena Investment Management New York	$993M	-$83.6M	4	4.24%	Reduced
73	Diamond Hill Capital Management Columbus, Ohio	$951M	+$4.86M	7	4.28%	Increased
74	Brookfield Corp Toronto, Ontario, Canada	$949M	+$949M	7	3.74%	Increased
75	HSBC Holdings London, United Kingdom	$936M	+$82.1M	35	0.95%	Increased