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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	Harris Associates Chicago, Illinois	$2.77B	+$980M	7	3.49%	Increased
52	Capital International Investors Los Angeles, California	$2.73B	-$1.16B	11	0.43%	Reduced
53	Nordea Investment Management Stockholm, Sweden	$2.73B	+$140M	24	2.34%	Increased
54	Swiss National Bank Zurich, Switzerland	$2.71B	-$20M	51	1.61%	Reduced
55	Fidelity International Hamilton, Bermuda	$2.64B	-$439M	19	1.98%	Reduced
56	Millennium Management New York	$2.39B	-$556M	64	1.01%	Reduced
57	Pictet Asset Management Carouge, Switzerland	$2.38B	-$201M	47	2.31%	Reduced
58	Allspring Global Investments Charlotte, North Carolina	$2.3B	-$189M	38	3.73%	Reduced
59	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.13B	-$14.6M	18	1.25%	Reduced
60	T. Rowe Price Investment Management Baltimore, Maryland	$2.01B	-$751M	23	1.27%	Reduced
61	Primecap Management Pasadena, California	$2B	-$236M	5	1.52%	Reduced
62	BNP Paribas Financial Markets Paris, France	$1.96B	+$418M	73	0.89%	Increased
63	Aristotle Capital Management Los Angeles, California	$1.95B	-$94.7M	2	3.91%	Reduced
64	ClearBridge Investments New York	$1.94B	-$122M	22	1.55%	Reduced
65	TD Asset Management Toronto, Ontario, Canada	$1.92B	+$118M	27	1.55%	Increased
66	Mitsubishi UFJ Asset Management Tokyo, Japan	$1.92B	+$259M	37	1.3%	Increased
67	RhumbLine Advisers Boston, Massachusetts	$1.91B	-$26.7M	66	1.55%	Reduced
68	California Public Employees Retirement System Sacramento, California	$1.89B	-$31.8M	28	1.08%	Reduced
69	LPL Financial San Diego, California	$1.88B	+$35.9M	60	0.51%	Increased
70	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.87B	-$125M	55	1.54%	Reduced
71	Lazard Asset Management New York	$1.85B	-$1.29B	44	3.13%	Reduced
72	VOYA Investment Management Atlanta, Georgia	$1.79B	-$15.9M	50	1.76%	Reduced
73	Bessemer Group Woodbridge, New Jersey	$1.77B	+$298M	48	2.72%	Increased
74	HSBC Holdings London, United Kingdom	$1.72B	-$1.29B	54	0.88%	Reduced
75	Brookfield Corp Toronto, Ontario, Canada	$1.7B	+$73.7K	2	2.1%	Increased