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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	Millennium Management New York	$2.34B	-$462M	60	1.11%	Reduced
52	Allspring Global Investments Charlotte, North Carolina	$2.3B	-$99M	46	3.56%	Reduced
53	Swiss National Bank Zurich, Switzerland	$2.25B	-$22M	54	1.46%	Reduced
54	Pictet Asset Management Carouge, Switzerland	$2.17B	+$111M	44	2.39%	Increased
55	Citigroup New York	$2.09B	+$482M	68	1.21%	Increased
56	Fidelity International Hamilton, Bermuda	$2.06B	+$238M	18	1.86%	Increased
57	ClearBridge Investments New York	$2.03B	+$77.6M	19	1.59%	Increased
58	Baillie Gifford & Co Edinburgh, United Kingdom	$1.99B	-$180M	7	1.49%	Reduced
59	Aristotle Capital Management Los Angeles, California	$1.95B	-$114M	2	3.55%	Reduced
60	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.91B	+$103M	57	1.67%	Increased
61	Macquarie Group Sydney, NSW 2000, Australia	$1.89B	-$239M	34	2.04%	Reduced
62	First Trust Advisors Wheaton, Illinois	$1.88B	-$229M	47	1.79%	Reduced
63	Nordea Investment Management Stockholm, Sweden	$1.73B	-$277M	21	1.97%	Reduced
64	Fuller & Thaler Asset Management San Mateo, California	$1.68B	-$99.8M	13	6.59%	Reduced
65	Envestnet Asset Management Chicago, Illinois	$1.65B	+$70.6M	50	0.53%	Increased
66	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.62B	-$3.13M	19	1.12%	Reduced
67	RhumbLine Advisers Boston, Massachusetts	$1.56B	-$15.8M	65	1.41%	Reduced
68	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.56B	-$180M	34	2.16%	Reduced
69	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.55B	+$8.17M	13	3.42%	Increased
70	Parnassus Investments San Francisco, California	$1.53B	-$35.9M	1	3.25%	Reduced
71	Artisan Partners Milwaukee, Wisconsin	$1.51B	-$109M	7	2.25%	Reduced
72	GA Greenhaven Associates Purchase, New York	$1.37B	+$4.99M	3	16.04%	Increased
73	Victory Capital Management San Antonio, Texas	$1.36B	-$55.9M	48	1.31%	Reduced
74	AQR Capital Management Greenwich, Connecticut	$1.35B	+$3.43M	48	1.86%	Increased
75	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.34B	-$104M	10	4.39%	Reduced