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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	GAMCO Investors Greenwich, Connecticut	$792M	-$16.3M	19	6.71%	Reduced
77	Barclays London, United Kingdom	$775M	+$31.9M	65	0.37%	Increased
78	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$759M	-$25.4M	51	0.95%	Reduced
79	Fidelity International Hamilton, Bermuda	$742M	+$95.3M	13	0.8%	Increased
80	CIBC Private Wealth Group Atlanta, Georgia	$740M	+$208M	10	1.7%	Increased
81	William Blair Investment Management Chicago, Illinois	$736M	-$18.4M	11	2.31%	Reduced
82	First Trust Advisors Wheaton, Illinois	$734M	+$73.6M	45	0.79%	Increased
83	Thrivent Financial for Lutherans Minneapolis, Minnesota	$718M	+$95.2M	37	1.46%	Increased
84	LSV Asset Management Chicago, Illinois	$713M	-$105M	13	1.21%	Reduced
85	HSBC Holdings London, United Kingdom	$691M	+$62.8M	37	0.74%	Increased
86	Nordea Investment Management Stockholm, Sweden	$689M	+$75.5M	15	0.92%	Increased
87	VOYA Investment Management Atlanta, Georgia	$663M	+$22.7M	49	1.28%	Increased
88	Prudential Financial Newark, New Jersey	$660M	-$43.2M	40	0.91%	Reduced
89	Raymond James & Associates St Petersburg, Florida	$652M	+$18.6M	42	0.59%	Increased
90	Millennium Management New York	$634M	-$36.8M	60	0.39%	Reduced
91	Starboard Value New York	$623M	-$24.8M	2	12.23%	Reduced
92	Royce & Associates New York	$623M	-$6.84M	37	4.28%	Reduced
93	Citigroup New York	$621M	-$3.99M	63	0.37%	Reduced
94	Peconic Partners New York	$616M	+$3.15M	5	61.6%	Increased
95	AQR Capital Management Greenwich, Connecticut	$603M	+$82.7M	44	1.04%	Increased
96	PNC Financial Services Group Pittsburgh, Pennsylvania	$586M	+$100M	50	0.53%	Increased
97	TD Asset Management Toronto, Ontario, Canada	$586M	+$27.2M	20	0.59%	Increased
98	Envestnet Asset Management Chicago, Illinois	$585M	+$50.9M	43	0.33%	Increased
99	Rothschild & Co Wealth Management (UK) London, United Kingdom	$574M	+$1.62M	2	9.78%	Increased
100	Kayne Anderson Rudnick Investment Management Los Angeles, California	$571M	+$14.5M	3	1.41%	Increased