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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	YCMGA York Capital Management Global Advisors New York	$419M	-$13.6M	2	4.87%	Reduced
77	Loomis, Sayles & Company Boston, Massachusetts	$414M	+$59K	13	1.17%	Increased
78	VanEck Associates New York	$409M	-$130M	11	2.03%	Reduced
79	Federated Hermes Pittsburgh, Pennsylvania	$406M	+$83M	28	1.36%	Increased
80	Glenview Capital Management New York	$406M	+$409M	2	2.66%	New
81	Westfield Capital Management Boston, Massachusetts	$403M	+$77.7M	6	2.41%	Increased
82	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$402M	+$1.81M	41	1.06%	Increased
83	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$401M	-$18.4M	11	0.84%	Reduced
84	Macquarie Group Sydney, NSW 2000, Australia	$400M	-$7.01M	23	0.69%	Reduced
85	BlackRock New York	$400M	-$69.2M	44	0.65%	Reduced
86	State of Wisconsin Investment Board Madison, Wisconsin	$396M	-$10.2M	20	1.51%	Reduced
87	D.E. Shaw & Co New York	$393M	+$104M	31	0.56%	Increased
88	I.G. Investment Management Winnipeg, Manitoba, Canada	$389M	-$48.5M	12	1.4%	Reduced
89	Managed Account Advisors Jersey City, New Jersey	$388M	+$4.42M	39	0.51%	Increased
90	Aristotle Capital Management Los Angeles, California	$388M	+$108M	4	5.62%	Increased
91	Janus Henderson Investors US Denver, Colorado	$387M	+$1.34M	14	0.36%	Increased
92	Millennium Management New York	$385M	+$139M	39	1.11%	Increased
93	HSBC Holdings London, United Kingdom	$383M	+$43.5M	20	0.92%	Increased
94	William Blair & Company Chicago, Illinois	$380M	-$34.3M	11	0.63%	Reduced
95	New York State Teachers Retirement System (NYSTRS) Albany, New York	$376M	-$11.5M	26	0.99%	Reduced
96	FTCM Fir Tree Capital Management New York	$368M	+$230M	1	4.13%	Increased
97	Citadel Advisors Miami, Florida	$368M	+$72.9M	41	0.43%	Increased
98	HA Heartland Advisors Milwaukee, Wisconsin	$364M	+$1.7M	10	6.38%	Increased
99	Berkshire Hathaway Omaha, Nebraska	$361M	$0	1	0.34%	Maintained
100	RIM Rainier Investment Management Seattle, Washington	$356M	+$6.65M	7	4.25%	Increased