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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	Prudential Financial Newark, New Jersey	$631M	+$83M	39	1.06%	Increased
77	Fuller & Thaler Asset Management San Mateo, California	$627M	-$24M	13	5.81%	Reduced
78	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$624M	+$795K	51	0.87%	Increased
79	LSV Asset Management Chicago, Illinois	$619M	-$28.8M	12	1.13%	Reduced
80	Viking Global Investors Stamford, Connecticut	$605M	$0	1	1.66%	Maintained
81	Millennium Management New York	$575M	+$101M	55	0.42%	Increased
82	D.E. Shaw & Co New York	$555M	+$45.3M	47	0.5%	Increased
83	Starboard Value New York	$542M	+$1.91M	2	13.77%	Increased
84	Barclays London, United Kingdom	$541M	-$120M	55	0.29%	Reduced
85	Frontier Capital Management Boston, Massachusetts	$535M	-$6.6M	10	3.96%	Reduced
86	Rothschild & Co Wealth Management (UK) London, United Kingdom	$535M	-$61.4M	1	10.37%	Reduced
87	Thrivent Financial for Lutherans Minneapolis, Minnesota	$533M	+$250K	35	1.23%	Increased
88	Fidelity International Hamilton, Bermuda	$518M	+$8.99M	17	0.64%	Increased
89	SHIM Spruce House Investment Management New York	$509M	$0	1	15.59%	Maintained
90	HSBC Holdings London, United Kingdom	$494M	+$65.4M	40	0.66%	Increased
91	VOYA Investment Management Atlanta, Georgia	$489M	-$223M	48	0.99%	Reduced
92	Nordea Investment Management Stockholm, Sweden	$487M	+$52.7M	13	0.78%	Increased
93	Royce & Associates New York	$486M	-$27.8M	35	4.02%	Reduced
94	TD Asset Management Toronto, Ontario, Canada	$479M	+$23.7M	19	0.58%	Increased
95	Raymond James & Associates St Petersburg, Florida	$472M	+$23.7M	42	0.52%	Increased
96	Canada Life Winnipeg, Manitoba, Canada	$463M	-$13.6M	48	0.87%	Reduced
97	Citigroup New York	$461M	+$36.6M	65	0.27%	Increased
98	Russell Investments Group London, United Kingdom	$458M	-$120M	53	0.91%	Reduced
99	Peconic Partners New York	$456M	+$18.1M	6	54.72%	Increased
100	New York State Teachers Retirement System (NYSTRS) Albany, New York	$456M	-$11.1M	36	1%	Reduced