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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	Glenview Capital Management New York	$365M	+$50.8M	1	2.58%	Increased
77	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$363M	-$37.6M	10	0.63%	Reduced
78	BlackRock Advisors Wilmington, Delaware	$361M	+$8.04M	52	0.37%	Increased
79	Lord, Abbett & Co Jersey City, New Jersey	$357M	+$11M	14	1.12%	Increased
80	Millennium Management New York	$357M	+$82.5M	43	0.82%	Increased
81	Federated Hermes Pittsburgh, Pennsylvania	$357M	+$31.8M	30	1.04%	Increased
82	abrdn Investment Management Edinburgh, United Kingdom	$347M	-$134M	2	1.57%	Reduced
83	Select Equity Group New York	$346M	+$76.3M	2	3.04%	Increased
84	UBS Group Zurich, Switzerland	$343M	-$6.8M	63	0.22%	Reduced
85	IAM Iridian Asset Management Westport, Connecticut	$341M	+$22.2M	3	3.16%	Increased
86	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$340M	-$38.9M	12	0.75%	Reduced
87	AQR Capital Management Greenwich, Connecticut	$338M	+$53.1M	39	0.6%	Increased
88	Prudential plc London, England, United Kingdom	$335M	+$38.3M	9	1.32%	Increased
89	Ruane, Cunniff & Goldfarb New York	$334M	-$29.6M	3	3.18%	Reduced
90	BlackRock New York	$329M	+$21.7M	51	0.49%	Increased
91	Brandywine Global Investment Management Philadelphia, Pennsylvania	$324M	-$22.9M	19	2.18%	Reduced
92	Hotchkis & Wiley Capital Management Los Angeles, California	$318M	-$5.35M	4	1.36%	Reduced
93	Peconic Partners New York	$316M	-$13.1M	3	39.27%	Reduced
94	VOYA Investment Management Atlanta, Georgia	$314M	-$38.4M	41	0.77%	Reduced
95	Schroder Investment Management Group London, United Kingdom	$311M	-$8.76M	16	0.63%	Reduced
96	Brandes Investment Partners La Jolla, California	$308M	-$22.3M	4	4.71%	Reduced
97	Findlay Park Partners London, United Kingdom	$305M	-$78.7M	3	3.49%	Reduced
98	Credit Agricole Montrouge Cedex, France	$303M	+$72.3M	18	1.17%	Increased
99	Dodge & Cox San Francisco, California	$302M	-$21.9M	5	0.3%	Reduced
100	United Capital Financial Advisors Irving, Texas	$302M	+$8.22M	11	3.07%	Increased