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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	Hotchkis & Wiley Capital Management Los Angeles, California	$439M	-$6.93M	12	2.04%	Reduced
77	Fuller & Thaler Asset Management San Mateo, California	$438M	+$34.3M	13	5.75%	Increased
78	AQR Capital Management Greenwich, Connecticut	$436M	-$117M	38	0.71%	Reduced
79	Prudential Financial Newark, New Jersey	$424M	-$78.3M	37	0.81%	Reduced
80	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$424M	+$1.86M	51	0.75%	Increased
81	Frontier Capital Management Boston, Massachusetts	$421M	-$3.18M	10	3.72%	Reduced
82	Lyrical Asset Management New York	$415M	-$19.9M	2	8.17%	Reduced
83	GAMCO Investors Greenwich, Connecticut	$415M	-$26.4M	18	4.71%	Reduced
84	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$407M	+$14.4M	3	2.55%	Increased
85	Viking Global Investors Stamford, Connecticut	$405M	+$378M	1	1.75%	New
86	Fidelity International Hamilton, Bermuda	$398M	+$68M	15	0.54%	Increased
87	Pictet Asset Management (UK) London, United Kingdom	$393M	-$20.6M	13	0.68%	Reduced
88	Thrivent Financial for Lutherans Minneapolis, Minnesota	$391M	+$12.1M	37	1.17%	Increased
89	Rothschild & Co Wealth Management (UK) London, United Kingdom	$384M	+$56.2M	1	8.78%	Increased
90	Royce & Associates New York	$382M	+$19.1M	38	4.21%	Increased
91	AIG American International Group New York	$381M	-$40.9M	52	1.84%	Reduced
92	Schroder Investment Management Group London, United Kingdom	$380M	+$28M	19	0.69%	Increased
93	TP Theleme Partners London, United Kingdom	$378M	+$114M	2	17.82%	Increased
94	D.E. Shaw & Co New York	$362M	+$5.01M	45	0.43%	Increased
95	American Century Companies Kansas City, Missouri	$361M	+$15.1M	31	0.34%	Increased
96	GA Greenhaven Associates Purchase, New York	$361M	+$155M	2	7.98%	Increased
97	Canada Life Winnipeg, Manitoba, Canada	$360M	+$9.88M	48	0.83%	Increased
98	Ruane, Cunniff & Goldfarb New York	$356M	-$3.65M	1	4.77%	Reduced
99	Findlay Park Partners London, United Kingdom	$354M	-$62.1M	3	2.77%	Reduced
100	Eagle Asset Management St Petersburg, Florida	$350M	-$43.9M	12	1.99%	Reduced