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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	DZ Bank Frankfurt Am Main, Germany	$2.28B	-$130M	22	2.31%	Reduced
52	Peconic Partners New York	$2.28B	-$90M	2	92.63%	Reduced
53	Raymond James Financial St Petersburg, Florida	$2.26B	+$2.37B	55	0.83%	New
54	Pictet Asset Management Carouge, Switzerland	$2.12B	+$42.8M	45	2.29%	Increased
55	Swiss National Bank Zurich, Switzerland	$2.11B	-$103M	54	1.41%	Reduced
56	Allspring Global Investments Charlotte, North Carolina	$2.11B	-$201M	32	3.39%	Reduced
57	Barclays London, United Kingdom	$2.07B	-$422M	71	0.58%	Reduced
58	Nordea Investment Management Stockholm, Sweden	$1.95B	+$251M	21	2.04%	Increased
59	ClearBridge Investments New York	$1.94B	-$156M	22	1.57%	Reduced
60	Aristotle Capital Management Los Angeles, California	$1.83B	-$39.8M	2	3.53%	Reduced
61	Macquarie Group Sydney, NSW 2000, Australia	$1.76B	-$198M	35	2.13%	Reduced
62	Baillie Gifford & Co Edinburgh, United Kingdom	$1.67B	-$317M	7	1.28%	Reduced
63	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.66B	-$173M	55	1.44%	Reduced
64	Fuller & Thaler Asset Management San Mateo, California	$1.64B	-$82.2M	12	6.2%	Reduced
65	Envestnet Asset Management Chicago, Illinois	$1.62B	-$13.5M	52	0.52%	Reduced
66	Artisan Partners Milwaukee, Wisconsin	$1.6B	+$59.8M	7	2.41%	Increased
67	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.57B	-$8.61M	16	1.06%	Reduced
68	RhumbLine Advisers Boston, Massachusetts	$1.54B	+$1.97M	65	1.38%	Increased
69	Parnassus Investments San Francisco, California	$1.46B	-$93.4M	1	3.25%	Reduced
70	AQR Capital Management Greenwich, Connecticut	$1.41B	+$48.4M	50	1.82%	Increased
71	Capital International Investors Los Angeles, California	$1.4B	+$290M	10	0.26%	Increased
72	Citigroup New York	$1.39B	-$690M	69	0.82%	Reduced
73	Citadel Advisors Miami, Florida	$1.34B	+$412M	70	0.23%	Increased
74	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.33B	-$205M	36	1.81%	Reduced
75	LPL Financial San Diego, California	$1.32B	+$160M	57	0.54%	Increased