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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	State of New Jersey Common Pension Fund D Trenton, New Jersey	$419M	-$9.57M	12	1.65%	Reduced
77	Federated Hermes Pittsburgh, Pennsylvania	$418M	-$68.8M	30	1.35%	Reduced
78	Credit Agricole Montrouge Cedex, France	$412M	+$6.48M	24	1.76%	Increased
79	Bank of Montreal Toronto, Ontario, Canada	$411M	+$47.5M	45	0.47%	Increased
80	PHS PFM Health Sciences San Francisco, California	$410M	-$57.3M	2	9.44%	Reduced
81	Macquarie Group Sydney, NSW 2000, Australia	$408M	-$2.35M	26	0.88%	Reduced
82	BNP Paribas Financial Markets Paris, France	$403M	+$98.1M	47	0.35%	Increased
83	Tiger Global Management New York	$402M	+$365M	1	5.34%	Increased
84	JP Jana Partners New York	$393M	+$265M	3	2.03%	Increased
85	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$391M	-$366K	12	0.78%	Reduced
86	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$389M	+$8.57M	43	0.96%	Increased
87	Prudential Financial Newark, New Jersey	$387M	-$108M	34	0.73%	Reduced
88	D.E. Shaw & Co New York	$383M	-$15.1M	33	0.5%	Reduced
89	APG Asset Management Amsterdam, Netherlands	$382M	+$12.5M	15	0.77%	Increased
90	BlackRock New York	$373M	-$42M	43	0.55%	Reduced
91	Thrivent Financial for Lutherans Minneapolis, Minnesota	$373M	-$8.26M	31	2.14%	Reduced
92	Teachers Advisors New York	$371M	+$2.5M	44	0.75%	Increased
93	HSBC Holdings London, United Kingdom	$371M	-$11.6M	16	0.78%	Reduced
94	Prudential plc London, England, United Kingdom	$371M	+$55.2M	8	1.53%	Increased
95	MAM Marketfield Asset Management New York	$369M	-$85.6M	2	3.48%	Reduced
96	Citigroup New York	$369M	+$77.1M	54	0.32%	Increased
97	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$364M	-$50.7M	12	0.89%	Reduced
98	Citadel Advisors Miami, Florida	$363M	-$61M	37	0.38%	Reduced
99	PNC Financial Services Group Pittsburgh, Pennsylvania	$359M	+$72.9M	43	0.42%	Increased
100	HCM Highfields Capital Management Boston, Massachusetts	$355M	+$134M	1	2.77%	Increased