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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	LSV Asset Management Chicago, Illinois	$776M	-$59.8M	12	1.33%	Reduced
77	Barclays London, United Kingdom	$752M	+$53.6M	66	0.4%	Increased
78	Prudential Financial Newark, New Jersey	$709M	-$100M	42	1.06%	Reduced
79	William Blair Investment Management Chicago, Illinois	$699M	-$58.5M	7	2.26%	Reduced
80	Mirae Asset Global Investments Seoul, South Korea	$686M	+$232M	33	2.38%	Increased
81	Millennium Management New York	$668M	-$51.2M	63	0.48%	Reduced
82	First Trust Advisors Wheaton, Illinois	$663M	+$215M	42	0.8%	Increased
83	Starboard Value New York	$661M	+$2.24M	2	14.11%	Increased
84	HSBC Holdings London, United Kingdom	$643M	+$3.86M	37	0.76%	Increased
85	Citigroup New York	$640M	+$47.2M	67	0.41%	Increased
86	Raymond James & Associates St Petersburg, Florida	$640M	+$31.3M	42	0.65%	Increased
87	Royce & Associates New York	$638M	+$26.9M	36	4.29%	Increased
88	Frontier Capital Management Boston, Massachusetts	$636M	-$46.1M	10	4.81%	Reduced
89	VOYA Investment Management Atlanta, Georgia	$636M	+$13M	48	1.28%	Increased
90	Russell Investments Group London, United Kingdom	$632M	+$47M	54	1.12%	Increased
91	Thrivent Financial for Lutherans Minneapolis, Minnesota	$620M	-$75M	38	1.36%	Reduced
92	Renaissance Technologies New York	$609M	-$174M	48	0.76%	Reduced
93	Peconic Partners New York	$608M	+$42.1M	6	63.8%	Increased
94	Rothschild & Co Wealth Management (UK) London, United Kingdom	$607M	-$121M	1	10.87%	Reduced
95	Nordea Investment Management Stockholm, Sweden	$607M	-$66.1M	15	0.88%	Reduced
96	Fidelity International Hamilton, Bermuda	$601M	+$20.6M	16	0.68%	Increased
97	TD Asset Management Toronto, Ontario, Canada	$585M	-$11.8M	19	0.65%	Reduced
98	Harding Loevner Bridgewater, New Jersey	$579M	+$130M	1	2.27%	Increased
99	First Eagle Investment Management New York	$574M	-$340M	2	1.53%	Reduced
100	SHIM Spruce House Investment Management New York	$563M	$0	1	16.14%	Maintained