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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	Harris Associates Chicago, Illinois	$1.52B	+$139M	4	2.97%	Increased
52	Mirae Asset Global Investments Seoul, South Korea	$1.51B	+$129M	45	3.32%	Increased
53	Pictet Asset Management Carouge, Switzerland	$1.5B	+$1.58B	34	1.86%	New
54	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.46B	+$46.5M	30	2.46%	Increased
55	American Century Companies Kansas City, Missouri	$1.46B	-$77.4M	54	1.13%	Reduced
56	Macquarie Group Sydney, NSW 2000, Australia	$1.45B	-$63.4M	28	1.83%	Reduced
57	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.4B	+$45.6M	58	0.91%	Increased
58	Franklin Resources San Mateo, California	$1.36B	+$108M	43	0.69%	Increased
59	Peconic Partners New York	$1.34B	-$25.7M	3	78.36%	Reduced
60	Parnassus Investments San Francisco, California	$1.3B	-$46.7M	2	3.19%	Reduced
61	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.27B	+$56.7M	17	1.04%	Increased
62	Credit Suisse Zurich, Switzerland	$1.26B	+$78.8M	52	1.28%	Increased
63	Nordea Investment Management Stockholm, Sweden	$1.2B	-$5.88M	18	1.67%	Reduced
64	RhumbLine Advisers Boston, Massachusetts	$1.13B	+$4.69M	62	1.32%	Increased
65	Fidelity International Hamilton, Bermuda	$1.08B	-$155M	14	1.27%	Reduced
66	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.07B	+$57.7M	50	0.62%	Increased
67	Victory Capital Management San Antonio, Texas	$1.05B	-$298M	46	1.2%	Reduced
68	Envestnet Asset Management Chicago, Illinois	$1.04B	+$151M	45	0.48%	Increased
69	HSBC Holdings London, United Kingdom	$1.03B	+$91.7M	40	1.07%	Increased
70	California Public Employees Retirement System Sacramento, California	$1.01B	+$98.4M	26	0.87%	Increased
71	Viking Global Investors Stamford, Connecticut	$968M	+$27.4M	2	3.93%	Increased
72	First Trust Advisors Wheaton, Illinois	$944M	+$81.8M	42	1.12%	Increased
73	Citadel Advisors Miami, Florida	$938M	+$7.75M	66	0.2%	Increased
74	Renaissance Technologies New York	$938M	-$6.57M	54	1.6%	Reduced
75	Allianz Asset Management Munich, Germany	$899M	+$214M	31	1.52%	Increased