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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	Frontier Capital Management Boston, Massachusetts	$399M	-$3.85M	7	2.87%	Reduced
77	State of New Jersey Common Pension Fund D Trenton, New Jersey	$388M	-$36M	15	1.49%	Reduced
78	Prudential Financial Newark, New Jersey	$384M	-$3.76M	33	0.68%	Reduced
79	SAM Southeastern Asset Management Memphis, Tennessee	$383M	-$17.7M	1	2.56%	Reduced
80	Allianz Asset Management Munich, Germany	$379M	-$166M	21	0.4%	Reduced
81	Brandes Investment Partners La Jolla, California	$375M	+$4.5M	5	4.8%	Increased
82	HSBC Holdings London, United Kingdom	$372M	+$8.82M	23	0.76%	Increased
83	Parametric Portfolio Associates Seattle, Washington	$370M	-$355K	47	0.72%	Reduced
84	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$370M	-$374K	14	0.85%	Reduced
85	Federated Hermes Pittsburgh, Pennsylvania	$369M	-$97.1M	30	1.11%	Reduced
86	Prudential plc London, England, United Kingdom	$368M	-$2.06M	8	1.41%	Reduced
87	Pictet Asset Management (UK) London, United Kingdom	$359M	+$1.3M	15	1.47%	Increased
88	Credit Agricole Montrouge Cedex, France	$356M	-$28.7M	22	1.67%	Reduced
89	Columbia Wanger Asset Management Chicago, Illinois	$355M	-$20.7M	4	2.28%	Reduced
90	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$349M	-$12M	43	0.84%	Reduced
91	APG Asset Management Amsterdam, Netherlands	$345M	-$10.3M	11	0.69%	Reduced
92	D.E. Shaw & Co New York	$337M	+$67.9M	37	0.5%	Increased
93	Swiss National Bank Zurich, Switzerland	$335M	+$6.78M	41	0.87%	Increased
94	Gates Capital Management New York	$329M	+$66.1M	2	10.94%	Increased
95	BlackRock New York	$325M	-$67.3M	42	0.48%	Reduced
96	Bank of Montreal Toronto, Ontario, Canada	$323M	+$43.4M	47	0.38%	Increased
97	Hotchkis & Wiley Capital Management Los Angeles, California	$320M	+$4.8M	2	1.13%	Increased
98	New York State Teachers Retirement System (NYSTRS) Albany, New York	$313M	-$10.5M	28	0.82%	Reduced
99	GC Greenlight Capital New York	$313M	+$110M	2	3.93%	Increased
100	Schroder Investment Management Group London, United Kingdom	$313M	-$119M	18	0.62%	Reduced