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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	Citadel Advisors Miami, Florida	$448M	+$67.2M	38	0.51%	Increased
77	BlackRock New York	$446M	+$34.5M	43	0.66%	Increased
78	Axa Paris, France	$439M	+$39.3M	17	1.83%	Increased
79	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$439M	-$45.9M	13	1.01%	Reduced
80	D.E. Shaw & Co New York	$432M	+$26.5M	33	0.59%	Increased
81	Thrivent Financial for Lutherans Minneapolis, Minnesota	$426M	-$9.02M	28	2.4%	Reduced
82	State of New Jersey Common Pension Fund D Trenton, New Jersey	$423M	+$405M	12	1.68%	Increased
83	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$421M	+$7.39M	12	0.87%	Increased
84	HSBC Holdings London, United Kingdom	$415M	+$13.1M	18	0.9%	Increased
85	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$414M	+$3.77M	43	1.04%	Increased
86	Macquarie Group Sydney, NSW 2000, Australia	$412M	+$8.82M	24	0.92%	Increased
87	Managed Account Advisors Jersey City, New Jersey	$411M	+$14.6M	43	0.49%	Increased
88	APG Asset Management Amsterdam, Netherlands	$401M	+$70.4M	15	0.86%	Increased
89	Teachers Advisors New York	$398M	+$82M	44	0.81%	Increased
90	Bank of Montreal Toronto, Ontario, Canada	$395M	+$124M	51	0.44%	Increased
91	State of Wisconsin Investment Board Madison, Wisconsin	$392M	-$6.41M	21	1.41%	Reduced
92	Aristotle Capital Management Los Angeles, California	$389M	+$7.11M	4	5.17%	Increased
93	FTCM Fir Tree Capital Management New York	$387M	$0	1	4.2%	Maintained
94	Peconic Partners New York	$379M	-$106M	9	43.04%	Reduced
95	RI Relational Investors San Diego, California	$378M	+$146M	1	5.75%	Increased
96	New York State Teachers Retirement System (NYSTRS) Albany, New York	$373M	-$10.3M	26	0.97%	Reduced
97	Loomis, Sayles & Company Boston, Massachusetts	$369M	-$42.3M	11	1.05%	Reduced
98	Westfield Capital Management Boston, Massachusetts	$366M	-$60.5M	5	2.18%	Reduced
99	Berkshire Hathaway Omaha, Nebraska	$360M	$0	1	0.33%	Maintained
100	Prudential plc London, England, United Kingdom	$358M	+$23.2M	8	1.49%	Increased