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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	$887M	-$41.7M	20	7.59%	Reduced
77	Bank of Montreal Toronto, Ontario, Canada	$872M	-$454M	44	0.46%	Reduced
78	RhumbLine Advisers Boston, Massachusetts	$870M	+$10.1M	52	1.07%	Increased
79	New York State Common Retirement Fund Albany, New York	$865M	-$20.6M	53	0.87%	Reduced
80	Nordea Investment Management Stockholm, Sweden	$838M	+$71.6M	15	1%	Increased
81	Impax Asset Management Group London, United Kingdom	$833M	+$48.2M	9	3.05%	Increased
82	Hotchkis & Wiley Capital Management Los Angeles, California	$823M	-$92.1M	12	2.59%	Reduced
83	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$777M	-$2.41M	52	0.91%	Reduced
84	Starboard Value New York	$771M	-$2.78M	3	10.68%	Reduced
85	CIBC Private Wealth Group Atlanta, Georgia	$739M	+$6.09M	10	1.53%	Increased
86	Fuller & Thaler Asset Management San Mateo, California	$738M	-$28.3M	11	4.29%	Reduced
87	Thrivent Financial for Lutherans Minneapolis, Minnesota	$724M	-$76M	36	1.4%	Reduced
88	Federated Hermes Pittsburgh, Pennsylvania	$724M	-$29M	32	1.35%	Reduced
89	Artisan Partners Milwaukee, Wisconsin	$715M	+$81.9M	5	0.85%	Increased
90	SI Standard Investments New York	$710M	+$174M	3	18.06%	Increased
91	Citigroup New York	$709M	+$38.6M	60	0.38%	Increased
92	Renaissance Technologies New York	$707M	-$160M	50	0.88%	Reduced
93	Holocene Advisors New York	$704M	+$89.7M	9	3.67%	Increased
94	Putnam Investments Boston, Massachusetts	$696M	-$107M	18	0.99%	Reduced
95	Raymond James & Associates St Petersburg, Florida	$691M	+$40.2M	44	0.56%	Increased
96	VOYA Investment Management Atlanta, Georgia	$688M	-$64.1M	49	1.32%	Reduced
97	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$673M	-$4.76M	2	3.13%	Reduced
98	HSBC Holdings London, United Kingdom	$661M	-$24.8M	41	0.61%	Reduced
99	Prudential Financial Newark, New Jersey	$659M	+$105M	41	0.82%	Increased
100	TD Asset Management Toronto, Ontario, Canada	$655M	+$16.2M	20	0.55%	Increased