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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	Wells Fargo San Francisco, California	$2.12B	+$55M	67	0.51%	Increased
52	American Century Companies Kansas City, Missouri	$2.11B	+$481M	60	1.29%	Increased
53	Peconic Partners New York	$2.09B	+$53.5M	3	89.43%	Increased
54	Baillie Gifford & Co Edinburgh, United Kingdom	$2.07B	-$163M	6	1.61%	Reduced
55	Swiss National Bank Zurich, Switzerland	$1.99B	+$23.2M	53	1.37%	Increased
56	Macquarie Group Sydney, NSW 2000, Australia	$1.96B	+$161M	34	2.25%	Increased
57	ClearBridge Investments New York	$1.88B	-$37.5M	20	1.52%	Reduced
58	First Trust Advisors Wheaton, Illinois	$1.87B	+$422M	43	1.91%	Increased
59	Pictet Asset Management Carouge, Switzerland	$1.86B	-$18.7M	43	2.13%	Reduced
60	Nordea Investment Management Stockholm, Sweden	$1.77B	+$95.6M	21	2.07%	Increased
61	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.6B	-$168M	33	2.38%	Reduced
62	Fidelity International Hamilton, Bermuda	$1.59B	+$566M	17	1.57%	Increased
63	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.55B	+$177M	55	1.45%	Increased
64	Fuller & Thaler Asset Management San Mateo, California	$1.5B	+$88.9M	13	6.43%	Increased
65	Artisan Partners Milwaukee, Wisconsin	$1.46B	-$214M	5	2.19%	Reduced
66	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.41B	-$112M	16	1.04%	Reduced
67	Parnassus Investments San Francisco, California	$1.41B	-$99.4M	1	3.06%	Reduced
68	Envestnet Asset Management Chicago, Illinois	$1.4B	-$4.18M	48	0.49%	Reduced
69	RhumbLine Advisers Boston, Massachusetts	$1.38B	+$17.1M	66	1.3%	Increased
70	Citigroup New York	$1.34B	+$454M	69	0.86%	Increased
71	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.3B	-$144M	13	3.18%	Reduced
72	Victory Capital Management San Antonio, Texas	$1.26B	-$81.9M	46	1.26%	Reduced
73	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.23B	+$54.3M	8	4.19%	Increased
74	AQR Capital Management Greenwich, Connecticut	$1.21B	+$341M	49	1.86%	Increased
75	GA Greenhaven Associates Purchase, New York	$1.19B	+$12.9M	3	15.61%	Increased