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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	Guggenheim Capital Chicago, Illinois	$353M	-$27.7M	34	1.11%	Reduced
77	Brandywine Global Investment Management Philadelphia, Pennsylvania	$350M	-$96.9M	18	2.29%	Reduced
78	Frontier Capital Management Boston, Massachusetts	$348M	+$62.5M	7	2.77%	Increased
79	Prudential Financial Newark, New Jersey	$343M	+$11.4M	37	0.61%	Increased
80	Lone Pine Capital Greenwich, Connecticut	$343M	+$32.6M	1	1.71%	Increased
81	VOYA Investment Management Atlanta, Georgia	$340M	+$34.3M	39	0.84%	Increased
82	BlackRock Advisors Wilmington, Delaware	$338M	+$16.6M	52	0.35%	Increased
83	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$336M	+$161K	1	2.84%	Increased
84	Findlay Park Partners London, United Kingdom	$335M	-$137M	3	3.81%	Reduced
85	UBS Group Zurich, Switzerland	$334M	+$8.02M	63	0.22%	Increased
86	Lord, Abbett & Co Jersey City, New Jersey	$333M	+$29.7M	13	1.05%	Increased
87	Boston Partners Boston, Massachusetts	$333M	-$82.5M	18	0.49%	Reduced
88	Schroder Investment Management Group London, United Kingdom	$333M	-$13.8M	14	0.69%	Reduced
89	Prudential plc London, England, United Kingdom	$328M	-$18.3M	9	1.33%	Reduced
90	Ruane, Cunniff & Goldfarb New York	$328M	-$13.5M	3	2.55%	Reduced
91	BlackRock New York	$299M	-$41.5M	49	0.48%	Reduced
92	Capital International Investors Los Angeles, California	$294M	+$31M	3	0.45%	Increased
93	Glenview Capital Management New York	$292M	-$104M	1	2.13%	Reduced
94	APG Asset Management Amsterdam, Netherlands	$291M	-$46.4M	11	0.6%	Reduced
95	Federated Hermes Pittsburgh, Pennsylvania	$288M	-$31.8M	29	0.89%	Reduced
96	Citadel Advisors Miami, Florida	$287M	-$58.8M	36	0.36%	Reduced
97	Hotchkis & Wiley Capital Management Los Angeles, California	$286M	-$52.8K	4	1.2%	Reduced
98	New York State Teachers Retirement System (NYSTRS) Albany, New York	$286M	+$919K	29	0.76%	Increased
99	Gates Capital Management New York	$282M	+$94.6M	3	10.62%	Increased
100	AQR Capital Management Greenwich, Connecticut	$277M	+$46.4M	33	0.5%	Increased