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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	Viking Global Investors Stamford, Connecticut	$1.87B	+$568M	3	6.85%	Increased
52	Pictet Asset Management Carouge, Switzerland	$1.8B	+$90.7M	38	1.98%	Increased
53	Wells Fargo San Francisco, California	$1.79B	+$64.5M	71	0.47%	Increased
54	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.78B	+$171M	57	0.91%	Increased
55	Macquarie Group Sydney, NSW 2000, Australia	$1.76B	+$3.06M	29	2.03%	Increased
56	Mirae Asset Global Investments Seoul, South Korea	$1.69B	-$14.4M	47	3.44%	Reduced
57	Parnassus Investments San Francisco, California	$1.65B	+$260M	2	3.67%	Increased
58	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.62B	-$159M	33	2.45%	Reduced
59	Nordea Investment Management Stockholm, Sweden	$1.59B	+$207M	20	2.02%	Increased
60	Peconic Partners New York	$1.57B	-$19.6M	2	75.31%	Reduced
61	Artisan Partners Milwaukee, Wisconsin	$1.51B	+$890M	5	2.32%	Increased
62	Putnam Investments Boston, Massachusetts	$1.48B	+$398M	25	1.96%	Increased
63	American Century Companies Kansas City, Missouri	$1.45B	-$208M	58	1%	Reduced
64	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.43B	+$20.3M	16	1.06%	Increased
65	Franklin Resources San Mateo, California	$1.43B	-$126M	47	0.67%	Reduced
66	Credit Suisse Zurich, Switzerland	$1.39B	-$31M	54	1.34%	Reduced
67	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.35B	+$88.3M	51	0.81%	Increased
68	Victory Capital Management San Antonio, Texas	$1.3B	+$106M	48	1.37%	Increased
69	HSBC Holdings London, United Kingdom	$1.28B	+$102M	44	1.12%	Increased
70	RhumbLine Advisers Boston, Massachusetts	$1.26B	-$5.07M	63	1.32%	Reduced
71	Citadel Advisors Miami, Florida	$1.23B	+$142M	67	0.25%	Increased
72	Envestnet Asset Management Chicago, Illinois	$1.23B	+$48.3M	47	0.51%	Increased
73	First Trust Advisors Wheaton, Illinois	$1.16B	+$82.3M	42	1.26%	Increased
74	GA Greenhaven Associates Purchase, New York	$1.12B	+$45.2M	3	11.96%	Increased
75	California Public Employees Retirement System Sacramento, California	$1.12B	-$4.18M	26	0.85%	Reduced