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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	Raymond James Financial St Petersburg, Florida	$2.48B	+$32.2M	74	0.85%	Increased
52	Bank of Montreal Toronto, Ontario, Canada	$2.47B	-$74.6M	46	1.16%	Reduced
53	Swiss National Bank Zurich, Switzerland	$2.43B	+$118M	52	1.45%	Increased
54	Pictet Asset Management Carouge, Switzerland	$2.38B	+$130M	46	2.43%	Increased
55	AQR Capital Management Greenwich, Connecticut	$2.36B	+$225M	58	1.95%	Increased
56	DZ Bank Frankfurt Am Main, Germany	$2.34B	+$288M	23	2.34%	Increased
57	Primecap Management Pasadena, California	$2.3B	-$56M	5	1.83%	Reduced
58	Millennium Management New York	$2.17B	+$167M	59	1.05%	Increased
59	Harris Associates Chicago, Illinois	$2.15B	-$1.05B	5	3.5%	Reduced
60	Janus Henderson Group London,	$2.12B	-$252M	51	1.04%	Reduced
61	Allspring Global Investments Charlotte, North Carolina	$2.07B	+$71.6M	34	3.47%	Increased
62	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$2.07B	-$26.4M	56	1.85%	Reduced
63	Citigroup New York	$2.06B	-$35.1M	70	1.01%	Reduced
64	Aristotle Capital Management Los Angeles, California	$1.93B	-$44.6M	2	3.71%	Reduced
65	Fuller & Thaler Asset Management San Mateo, California	$1.84B	-$102M	14	6.73%	Reduced
66	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.8B	+$8.98M	18	1.12%	Increased
67	VOYA Investment Management Atlanta, Georgia	$1.77B	+$433M	55	1.76%	Increased
68	ClearBridge Investments New York	$1.75B	-$229M	22	1.42%	Reduced
69	RhumbLine Advisers Boston, Massachusetts	$1.69B	+$7.58M	65	1.45%	Increased
70	Marshall Wace London, United Kingdom	$1.69B	+$769M	42	1.9%	Increased
71	Parnassus Investments San Francisco, California	$1.64B	+$13M	4	3.79%	Increased
72	Brookfield Corp Toronto, Ontario, Canada	$1.59B	$0	1	1.94%	Maintained
73	Macquarie Group Sydney, NSW 2000, Australia	$1.59B	-$113M	35	1.95%	Reduced
74	Envestnet Asset Management Chicago, Illinois	$1.55B	+$81.4M	51	0.45%	Increased
75	California Public Employees Retirement System Sacramento, California	$1.54B	+$62.2M	26	0.98%	Increased