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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	$2.89B	+$113M	57	0.93%	Increased
52	Millennium Management New York	$2.88B	+$269M	66	1.23%	Increased
53	T. Rowe Price Investment Management Baltimore, Maryland	$2.82B	-$228M	22	1.72%	Reduced
54	HSBC Holdings London, United Kingdom	$2.8B	-$143M	47	1.55%	Reduced
55	Pictet Asset Management Carouge, Switzerland	$2.65B	+$168M	46	2.55%	Increased
56	Swiss National Bank Zurich, Switzerland	$2.62B	-$114M	51	1.52%	Reduced
57	Janus Henderson Group London,	$2.54B	+$314M	51	1.16%	Increased
58	Primecap Management Pasadena, California	$2.52B	-$147M	5	1.93%	Reduced
59	Nordea Investment Management Stockholm, Sweden	$2.51B	-$517M	20	2.2%	Reduced
60	Allspring Global Investments Charlotte, North Carolina	$2.49B	+$107M	35	3.99%	Increased
61	Fuller & Thaler Asset Management San Mateo, California	$2.17B	-$267M	10	7.38%	Reduced
62	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$2.14B	-$217M	56	1.76%	Reduced
63	ClearBridge Investments New York	$2.13B	+$127M	24	1.6%	Increased
64	Aristotle Capital Management Los Angeles, California	$2.09B	-$118M	2	4.03%	Reduced
65	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.04B	+$13.4M	17	1.17%	Increased
66	RhumbLine Advisers Boston, Massachusetts	$1.89B	-$25.9M	65	1.52%	Reduced
67	Macquarie Group Sydney, NSW 2000, Australia	$1.87B	+$87.9M	32	2.18%	Increased
68	Harris Associates Chicago, Illinois	$1.86B	-$14.5M	6	2.98%	Reduced
69	California Public Employees Retirement System Sacramento, California	$1.85B	+$156M	28	1.11%	Increased
70	TD Asset Management Toronto, Ontario, Canada	$1.85B	+$161M	29	1.5%	Increased
71	Qube Research & Technologies (QRT) London, United Kingdom	$1.81B	+$216M	44	1.87%	Increased
72	Envestnet Asset Management Chicago, Illinois	$1.79B	+$36.2M	52	0.52%	Increased
73	LPL Financial San Diego, California	$1.77B	+$71M	59	0.52%	Increased
74	Citigroup New York	$1.72B	-$498M	69	0.77%	Reduced
75	VOYA Investment Management Atlanta, Georgia	$1.64B	-$399M	52	1.64%	Reduced