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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	UBS Group Zurich, Switzerland	$322M	-$1.39M	61	0.21%	Reduced
77	Brown Advisory Baltimore, Maryland	$322M	+$200M	11	1.09%	Increased
78	BlackRock Advisors Wilmington, Delaware	$319M	+$28.3M	50	0.34%	Increased
79	Prudential plc London, England, United Kingdom	$316M	-$16.4M	9	1.28%	Reduced
80	Swiss National Bank Zurich, Switzerland	$316M	+$3.88M	42	0.76%	Increased
81	BlackRock New York	$315M	-$4.94M	44	0.46%	Reduced
82	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$312M	-$6.11M	13	0.71%	Reduced
83	Prudential Financial Newark, New Jersey	$309M	+$9.75M	32	0.56%	Increased
84	APG Asset Management Amsterdam, Netherlands	$308M	+$12.4M	11	0.71%	Increased
85	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$307M	+$3.35M	43	0.75%	Increased
86	Bank of Montreal Toronto, Ontario, Canada	$307M	+$6.02M	45	0.37%	Increased
87	Renaissance Technologies New York	$303M	+$52.6M	40	0.66%	Increased
88	Hotchkis & Wiley Capital Management Los Angeles, California	$292M	+$17.5M	2	1.18%	Increased
89	American Century Companies Kansas City, Missouri	$291M	-$158M	16	0.34%	Reduced
90	VOYA Investment Management Atlanta, Georgia	$289M	+$15.4M	38	0.71%	Increased
91	Federated Hermes Pittsburgh, Pennsylvania	$288M	-$6.32M	28	0.91%	Reduced
92	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$287M	+$4.85M	1	2.46%	Increased
93	Lord, Abbett & Co Jersey City, New Jersey	$287M	+$37.4M	12	0.86%	Increased
94	SAM Southeastern Asset Management Memphis, Tennessee	$280M	+$42.9M	1	2.53%	Increased
95	Lone Pine Capital Greenwich, Connecticut	$276M	-$29M	1	1.18%	Reduced
96	Jennison Associates New York	$273M	+$22.4M	6	0.27%	Increased
97	Brandes Investment Partners La Jolla, California	$266M	+$14.4M	4	3.88%	Increased
98	New York State Teachers Retirement System (NYSTRS) Albany, New York	$264M	-$3.78M	29	0.7%	Reduced
99	Parnassus Investments San Francisco, California	$260M	+$54.8M	1	1.74%	Increased
100	Dodge & Cox San Francisco, California	$258M	+$272M	5	0.25%	Increased