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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	VOYA Investment Management Atlanta, Georgia	$374M	+$5.93M	45	1.01%	Increased
77	Pictet Asset Management (UK) London, United Kingdom	$368M	-$43.6M	15	0.79%	Reduced
78	Federated Hermes Pittsburgh, Pennsylvania	$368M	-$4.52M	35	1.08%	Reduced
79	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$366M	-$5.76M	48	0.79%	Reduced
80	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$361M	+$7.5M	10	1.14%	Increased
81	GAMCO Investors Greenwich, Connecticut	$360M	+$4.75M	18	4.25%	Increased
82	Barclays London, United Kingdom	$349M	-$184M	53	0.28%	Reduced
83	Frontier Capital Management Boston, Massachusetts	$337M	-$6.45M	10	3.78%	Reduced
84	Ruane, Cunniff & Goldfarb New York	$336M	-$125M	1	5.39%	Reduced
85	Hotchkis & Wiley Capital Management Los Angeles, California	$335M	-$19.3M	13	1.88%	Reduced
86	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$322M	-$2.46M	3	2.34%	Reduced
87	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$320M	-$7.09M	2	3.23%	Reduced
88	Eagle Asset Management St Petersburg, Florida	$319M	+$4.88M	13	1.99%	Increased
89	APG Asset Management Amsterdam, Netherlands	$319M	+$69.2M	10	0.63%	Increased
90	Lyrical Asset Management New York	$319M	-$216M	2	7.84%	Reduced
91	Royce & Associates New York	$317M	-$15.1M	38	4.32%	Reduced
92	Fuller & Thaler Asset Management San Mateo, California	$315M	+$90.8M	12	5.3%	Increased
93	Schroder Investment Management Group London, United Kingdom	$310M	+$39.7M	19	0.66%	Increased
94	Thrivent Financial for Lutherans Minneapolis, Minnesota	$308M	+$46.2M	34	1.11%	Increased
95	Waddell & Reed Financial Overland Park, Kansas	$307M	-$21.7M	4	1%	Reduced
96	Farallon Capital Management San Francisco, California	$304M	+$86M	1	2.61%	Increased
97	Canada Life Winnipeg, Manitoba, Canada	$303M	-$12.3M	48	0.81%	Reduced
98	D.E. Shaw & Co New York	$298M	+$57.7M	45	0.46%	Increased
99	Starboard Value New York	$295M	+$25.8M	2	11.95%	Increased
100	Capital Research Global Investors Los Angeles, California	$290M	+$80.8M	3	0.11%	Increased