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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
76	Federated Hermes Pittsburgh, Pennsylvania	$2.38B	+$250M	45	3.42%	Increased
77	Jane Street New York	$2.37B	+$1.54B	60	0.2%	Increased
78	Baillie Gifford & Co Edinburgh, United Kingdom	$2.35B	+$506M	8	2.13%	Increased
79	Arrowstreet Capital Boston, Massachusetts	$2.27B	+$74.2M	33	1.01%	Increased
80	Citadel Advisors Miami, Florida	$2.27B	-$262M	74	0.26%	Reduced
81	Primecap Management Pasadena, California	$2.25B	+$53.8M	5	1.33%	Increased
82	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$2.22B	+$499M	41	1.23%	Increased
83	Select Equity Group New York	$2.21B	-$431M	9	10.93%	Reduced
84	ClearBridge Investments New York	$2.17B	-$85.9M	26	1.79%	Reduced
85	Nomura Asset Management International Philadelphia, Pennsylvania	$2.07B	+$81.3M	33	3.11%	Increased
86	Allspring Global Investments Charlotte, North Carolina	$2.07B	-$220M	41	3.17%	Reduced
87	Schroder Investment Management Group London, United Kingdom	$2.07B	+$242M	22	1.46%	Increased
88	Lazard Asset Management New York	$2.05B	-$88.7M	41	3.1%	Reduced
89	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$2.04B	-$18.1M	63	1.88%	Reduced
90	HCC Hill City Capital Boston, Massachusetts	$1.98B	-$12M	7	46.24%	Reduced
91	Renaissance Technologies New York	$1.94B	-$274M	41	2.67%	Reduced
92	Russell Investments Group London, United Kingdom	$1.9B	+$55M	73	1.67%	Increased
93	Bessemer Group Woodbridge, New Jersey	$1.88B	-$283M	45	2.58%	Reduced
94	Aristotle Capital Management Los Angeles, California	$1.86B	-$118M	3	3.91%	Reduced
95	Westfield Capital Management Boston, Massachusetts	$1.84B	-$192M	10	6.02%	Reduced
96	SEI Investments Oaks, Pennsylvania	$1.83B	-$87.8M	63	1.61%	Reduced
97	Blackstone Inc New York	$1.77B	-$479M	18	4.53%	Reduced
98	1832 Asset Management Toronto, Ontario, Canada	$1.74B	-$141M	17	0.87%	Reduced
99	Parnassus Investments San Francisco, California	$1.71B	-$58.5M	6	4.56%	Reduced
100	CIBC Bancorp USA Chicago, Illinois	$1.71B	+$81.2M	37	2.07%	Increased