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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	Ameriprise Minneapolis, Minnesota	$3.26B	-$540M	60	0.76%	Reduced
52	Janus Henderson Group London,	$3.24B	+$103M	51	1.55%	Increased
53	Nordea Investment Management Stockholm, Sweden	$2.81B	-$158M	26	2.63%	Reduced
54	Boston Partners Boston, Massachusetts	$2.77B	+$55.6M	21	2.9%	Increased
55	Newport Trust Company Washington, District of Columbia	$2.72B	+$21.9M	1	6.67%	Increased
56	Select Equity Group New York	$2.52B	-$397M	10	12.93%	Reduced
57	Pictet Asset Management Carouge, Switzerland	$2.4B	-$63.1M	48	2.54%	Reduced
58	Fidelity International Hamilton, Bermuda	$2.4B	-$401M	23	1.86%	Reduced
59	LPL Financial San Diego, California	$2.36B	+$201M	62	0.63%	Increased
60	Harris Associates Chicago, Illinois	$2.36B	-$803M	8	3.15%	Reduced
61	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.36B	-$95.6M	19	1.52%	Reduced
62	Citigroup New York	$2.3B	+$754M	71	0.98%	Increased
63	Mitsubishi UFJ Asset Management Tokyo, Japan	$2.27B	+$136M	37	1.52%	Increased
64	California Public Employees Retirement System Sacramento, California	$2.2B	+$39.6M	29	1.35%	Increased
65	Citadel Advisors Miami, Florida	$2.17B	+$408M	76	0.35%	Increased
66	RhumbLine Advisers Boston, Massachusetts	$2.16B	-$9.27M	69	1.85%	Reduced
67	HSBC Holdings London, United Kingdom	$2.14B	+$189M	54	1.12%	Increased
68	Vanguard Global Advisers Malvern, Pennsylvania	$2.13B	+$2.16B	69	1.14%	New
69	T. Rowe Price Investment Management Baltimore, Maryland	$2.12B	+$43.9M	13	1.46%	Increased
70	Allspring Global Investments Charlotte, North Carolina	$2.1B	-$327M	40	3.53%	Reduced
71	BNP Paribas Financial Markets Paris, France	$2.09B	-$137M	73	1.02%	Reduced
72	Envestnet Asset Management Chicago, Illinois	$2.07B	+$205M	57	0.56%	Increased
73	Primecap Management Pasadena, California	$2.02B	+$14.8M	5	1.59%	Increased
74	Aristotle Capital Management Los Angeles, California	$1.97B	-$36.8M	3	4.11%	Reduced
75	Vanguard Asset Management London, Ec4n 8af,	$1.95B	+$1.98B	53	1.67%	New