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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	Putnam Investments Boston, Massachusetts	$806M	-$19.9M	11	1.25%	Reduced
77	Barclays London, United Kingdom	$803M	+$76.3M	64	0.36%	Increased
78	Nordea Investment Management Stockholm, Sweden	$789M	+$92.2M	15	1.03%	Increased
79	Peconic Partners New York	$786M	+$53.7M	5	69.75%	Increased
80	Impax Asset Management Group London, United Kingdom	$786M	+$190M	10	3.23%	Increased
81	RhumbLine Advisers Boston, Massachusetts	$778M	-$24.9M	52	1.05%	Reduced
82	Thrivent Financial for Lutherans Minneapolis, Minnesota	$770M	+$2.64M	36	1.56%	Increased
83	Schroder Investment Management Group London, United Kingdom	$751M	-$169M	22	1.15%	Reduced
84	Hotchkis & Wiley Capital Management Los Angeles, California	$751M	-$76.2M	15	2.4%	Reduced
85	Icahn Carl Sunny Isles Beach, Florida	$735M	$0	1	3.26%	Maintained
86	VOYA Investment Management Atlanta, Georgia	$725M	-$9.44M	49	1.45%	Reduced
87	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$715M	-$12.9M	52	0.92%	Reduced
88	Fuller & Thaler Asset Management San Mateo, California	$693M	-$73.5M	11	4.47%	Reduced
89	HSBC Holdings London, United Kingdom	$648M	-$31.2M	36	0.65%	Reduced
90	Citigroup New York	$608M	+$21.9M	60	0.36%	Increased
91	Starboard Value New York	$606M	-$6.37M	2	11.1%	Reduced
92	Federated Hermes Pittsburgh, Pennsylvania	$603M	+$56.8M	33	1.15%	Increased
93	CIBC Private Wealth Group Atlanta, Georgia	$601M	-$132M	9	1.4%	Reduced
94	AQR Capital Management Greenwich, Connecticut	$598M	+$34.9M	45	1.11%	Increased
95	Raymond James & Associates St Petersburg, Florida	$596M	-$30.2M	43	0.54%	Reduced
96	Royce & Associates New York	$591M	-$5.62M	37	4.42%	Reduced
97	TD Asset Management Toronto, Ontario, Canada	$577M	+$19.9M	21	0.6%	Increased
98	Fred Alger Management New York	$577M	+$6.46M	6	1.38%	Increased
99	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$573M	-$17.9M	2	2.79%	Reduced
100	Holocene Advisors New York	$560M	+$182M	8	3.04%	Increased