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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	Bessemer Group Woodbridge, New Jersey	$690M	-$12.6M	23	1.72%	Reduced
77	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$671M	+$27M	2	4.27%	Increased
78	Starboard Value New York	$666M	-$5.01M	3	12.11%	Reduced
79	California Public Employees Retirement System Sacramento, California	$655M	-$37.4M	20	0.61%	Reduced
80	SI Standard Investments New York	$633M	-$53.1M	3	22.94%	Reduced
81	VOYA Investment Management Atlanta, Georgia	$616M	-$3.34M	48	1.55%	Reduced
82	First Trust Advisors Wheaton, Illinois	$614M	-$19.6M	41	0.76%	Reduced
83	Citigroup New York	$607M	+$30.4M	64	0.45%	Increased
84	Marshall Wace London, United Kingdom	$607M	+$141M	23	1.25%	Increased
85	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$600M	+$3.74M	50	0.95%	Increased
86	Citadel Advisors Miami, Florida	$597M	-$187M	60	0.15%	Reduced
87	Lazard Asset Management New York	$591M	-$110M	37	0.8%	Reduced
88	Raymond James & Associates St Petersburg, Florida	$570M	-$12.5M	44	0.56%	Reduced
89	HSBC Holdings London, United Kingdom	$546M	+$1.42M	41	0.76%	Increased
90	Thrivent Financial for Lutherans Minneapolis, Minnesota	$544M	+$46.6M	39	1.45%	Increased
91	Schroder Investment Management Group London, United Kingdom	$535M	-$9.04M	19	0.81%	Reduced
92	Lord, Abbett & Co Jersey City, New Jersey	$528M	-$34M	14	1.87%	Reduced
93	Putnam Investments Boston, Massachusetts	$522M	-$16.6M	16	0.93%	Reduced
94	GAMCO Investors Greenwich, Connecticut	$519M	-$80.8M	19	5.69%	Reduced
95	Viking Global Investors Stamford, Connecticut	$504M	-$164M	1	2.3%	Reduced
96	DekaBank Deutsche Girozentrale Frankfurt, Germany	$488M	+$39.9M	20	1.42%	Increased
97	Prudential Financial Newark, New Jersey	$473M	-$36.2M	46	0.75%	Reduced
98	Kayne Anderson Rudnick Investment Management Los Angeles, California	$472M	+$10.3M	5	1.49%	Increased
99	Royce & Associates New York	$467M	-$2.43M	33	4.81%	Reduced
100	Fuller & Thaler Asset Management San Mateo, California	$466M	-$82.2M	11	3.2%	Reduced