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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	Parametric Portfolio Associates Seattle, Washington	$321M	+$20.3M	46	0.63%	Increased
77	BlackRock New York	$318M	+$56.9M	44	0.5%	Increased
78	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$318M	+$633K	13	0.77%	Increased
79	Federated Hermes Pittsburgh, Pennsylvania	$317M	-$40.6M	27	1.03%	Reduced
80	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$315M	-$4.19M	1	2.84%	Reduced
81	Peconic Partners New York	$310M	+$39.2M	5	50.6%	Increased
82	UBS Group Zurich, Switzerland	$306M	-$105M	63	0.22%	Reduced
83	Swiss National Bank Zurich, Switzerland	$304M	+$34.1M	41	0.78%	Increased
84	Ruane, Cunniff & Goldfarb New York	$304M	+$82.2M	3	1.56%	Increased
85	Prudential plc London, England, United Kingdom	$302M	+$26.4M	8	1.29%	Increased
86	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$298M	+$6.05M	43	0.78%	Increased
87	Frontier Capital Management Boston, Massachusetts	$295M	-$66.6M	7	2.48%	Reduced
88	APG Asset Management Amsterdam, Netherlands	$294M	+$16.1M	11	0.67%	Increased
89	Brandes Investment Partners La Jolla, California	$289M	-$17.1M	4	4.23%	Reduced
90	Prudential Financial Newark, New Jersey	$288M	-$42M	32	0.57%	Reduced
91	D.E. Shaw & Co New York	$287M	-$7.65M	34	0.42%	Reduced
92	Jennison Associates New York	$286M	+$67.5M	6	0.29%	Increased
93	Lone Pine Capital Greenwich, Connecticut	$286M	-$24M	1	1.16%	Reduced
94	Millennium Management New York	$281M	+$57.3M	40	0.55%	Increased
95	Gates Capital Management New York	$276M	+$5M	2	10.65%	Increased
96	Bank of Montreal Toronto, Ontario, Canada	$275M	+$10.2M	45	0.38%	Increased
97	BlackRock Advisors Wilmington, Delaware	$275M	+$80.9M	50	0.29%	Increased
98	VOYA Investment Management Atlanta, Georgia	$274M	+$41.1M	38	0.69%	Increased
99	Columbia Wanger Asset Management Chicago, Illinois	$270M	-$44.8M	3	2.16%	Reduced
100	Pictet Asset Management (UK) London, United Kingdom	$268M	-$42M	15	1.18%	Reduced