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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	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$452M	-$15.5M	10	0.74%	Reduced
77	Carmignac Gestion Paris, France	$452M	+$210M	2	3.51%	Increased
78	VOYA Investment Management Atlanta, Georgia	$445M	+$26.9M	41	1.06%	Increased
79	Prudential Financial Newark, New Jersey	$442M	-$40.7M	37	0.71%	Reduced
80	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$438M	-$10.8M	44	0.89%	Reduced
81	Millennium Management New York	$437M	-$207M	47	0.92%	Reduced
82	LSV Asset Management Chicago, Illinois	$417M	-$151M	12	0.77%	Reduced
83	Dodge & Cox San Francisco, California	$407M	+$103M	5	0.36%	Increased
84	Artisan Partners Milwaukee, Wisconsin	$406M	-$96.2M	5	0.84%	Reduced
85	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$403M	-$52.4M	2	3.41%	Reduced
86	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$386M	-$15.3M	11	0.81%	Reduced
87	Ruane, Cunniff & Goldfarb New York	$380M	-$18.9M	3	3.57%	Reduced
88	APG Asset Management Amsterdam, Netherlands	$380M	-$68.8M	9	0.71%	Reduced
89	Select Equity Group New York	$378M	-$26.4M	2	3.09%	Reduced
90	BlackRock New York	$373M	-$32M	49	0.53%	Reduced
91	GAMCO Investors Greenwich, Connecticut	$371M	+$18M	13	2.34%	Increased
92	Hotchkis & Wiley Capital Management Los Angeles, California	$366M	-$23.5M	3	1.47%	Reduced
93	RhumbLine Advisers Boston, Massachusetts	$365M	+$21.3M	43	0.93%	Increased
94	Peconic Partners New York	$361M	-$36.2M	5	47.69%	Reduced
95	Adage Capital Partners Boston, Massachusetts	$360M	-$131M	13	0.98%	Reduced
96	Credit Agricole Montrouge Cedex, France	$360M	-$63.3M	21	1.16%	Reduced
97	Maverick Capital Dallas, Texas	$356M	+$289M	2	4.64%	Increased
98	First Trust Advisors Wheaton, Illinois	$350M	+$100M	38	1.04%	Increased
99	Fidelity International Hamilton, Bermuda	$346M	-$78.9M	7	1.01%	Reduced
100	UBS Group Zurich, Switzerland	$344M	-$21.8M	65	0.19%	Reduced