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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	Deutsche Bank Frankfurt Am Main Ge, Germany	$2.12B	+$16.8M	58	0.98%	Increased
52	Macquarie Group Sydney, NSW 2000, Australia	$2.02B	-$62.7M	37	2.29%	Reduced
53	Peconic Partners New York	$1.97B	+$56.3M	2	87.51%	Increased
54	Pictet Asset Management Carouge, Switzerland	$1.91B	-$49.9M	41	2.08%	Reduced
55	DZ Bank Frankfurt Am Main, Germany	$1.91B	-$362M	18	2.05%	Reduced
56	Artisan Partners Milwaukee, Wisconsin	$1.89B	+$120M	6	2.74%	Increased
57	American Century Companies Kansas City, Missouri	$1.84B	+$128M	59	1.16%	Increased
58	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.81B	+$4.27M	33	2.6%	Increased
59	Nordea Investment Management Stockholm, Sweden	$1.74B	-$166M	21	2.06%	Reduced
60	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.66B	-$20.6M	16	1.14%	Reduced
61	Parnassus Investments San Francisco, California	$1.65B	-$49.4M	2	3.52%	Reduced
62	Credit Suisse Zurich, Switzerland	$1.53B	-$118M	53	1.46%	Reduced
63	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.5B	-$96.2M	50	1.39%	Reduced
64	First Trust Advisors Wheaton, Illinois	$1.5B	+$109M	42	1.52%	Increased
65	Envestnet Asset Management Chicago, Illinois	$1.5B	+$38.5M	46	0.56%	Increased
66	Victory Capital Management San Antonio, Texas	$1.49B	-$23.1M	46	1.45%	Reduced
67	RhumbLine Advisers Boston, Massachusetts	$1.47B	-$16.8M	63	1.41%	Reduced
68	HSBC Holdings London, United Kingdom	$1.47B	-$45.9M	51	0.99%	Reduced
69	Fuller & Thaler Asset Management San Mateo, California	$1.44B	+$138M	13	6.28%	Increased
70	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.39B	-$47M	13	3.23%	Reduced
71	Cevian Capital II St. Helier, Jersey	$1.37B	-$948M	1	39.35%	Reduced
72	GA Greenhaven Associates Purchase, New York	$1.36B	-$6.35M	3	12.48%	Reduced
73	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.32B	+$431M	11	4.45%	Increased
74	Viking Global Investors Stamford, Connecticut	$1.29B	-$723M	2	4.81%	Reduced
75	TD Asset Management Toronto, Ontario, Canada	$1.23B	+$230M	27	1.15%	Increased