← All themes

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	Nordea Investment Management Stockholm, Sweden	$1.98B	+$307M	21	2.09%	Increased
52	Janus Henderson Group London,	$1.96B	-$469M	52	1.08%	Reduced
53	T. Rowe Price Investment Management Baltimore, Maryland	$1.94B	-$289M	19	1.29%	Reduced
54	Swiss National Bank Zurich, Switzerland	$1.94B	-$30.9M	52	1.37%	Reduced
55	Peconic Partners New York	$1.91B	+$38.7M	2	97.66%	Increased
56	Pictet Asset Management Carouge, Switzerland	$1.82B	-$59.5M	43	2.03%	Reduced
57	Citigroup New York	$1.76B	+$474M	67	0.9%	Increased
58	ClearBridge Investments New York	$1.75B	-$29.9M	22	1.53%	Reduced
59	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.75B	+$209M	53	1.66%	Increased
60	Allspring Global Investments Charlotte, North Carolina	$1.72B	-$179M	33	2.99%	Reduced
61	DZ Bank Frankfurt Am Main, Germany	$1.7B	-$412M	20	1.9%	Reduced
62	Aristotle Capital Management Los Angeles, California	$1.69B	-$44.2M	2	3.37%	Reduced
63	AQR Capital Management Greenwich, Connecticut	$1.6B	+$460M	56	1.65%	Increased
64	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.54B	+$57.5M	17	1.09%	Increased
65	Citadel Advisors Miami, Florida	$1.53B	+$402M	67	0.29%	Increased
66	Millennium Management New York	$1.52B	-$715M	59	0.81%	Reduced
67	Parnassus Investments San Francisco, California	$1.51B	-$113M	1	3.62%	Reduced
68	Fuller & Thaler Asset Management San Mateo, California	$1.44B	+$149M	13	5.59%	Increased
69	Macquarie Group Sydney, NSW 2000, Australia	$1.41B	-$240M	37	1.75%	Reduced
70	RhumbLine Advisers Boston, Massachusetts	$1.4B	-$9.51M	63	1.31%	Reduced
71	TD Asset Management Toronto, Ontario, Canada	$1.3B	+$119M	25	1.2%	Increased
72	California Public Employees Retirement System Sacramento, California	$1.26B	+$105M	26	0.88%	Increased
73	Brookfield Corp Toronto, Ontario, Canada	$1.26B	$0	1	1.67%	Maintained
74	BNP Paribas Financial Markets Paris, France	$1.25B	+$118M	66	0.73%	Increased
75	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.25B	-$39.1M	32	1.77%	Reduced