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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	Brookfield Corp Toronto, Ontario, Canada	$1.1B	$0	1	6.27%	Maintained
77	Fidelity International Hamilton, Bermuda	$992M	-$207M	15	1.04%	Reduced
78	Diamond Hill Capital Management Columbus, Ohio	$980M	+$9.57M	6	4.31%	Increased
79	Thrivent Financial for Lutherans Minneapolis, Minnesota	$978M	+$74.5M	42	2.13%	Increased
80	DekaBank Deutsche Girozentrale Frankfurt, Germany	$973M	-$9.75M	28	2%	Reduced
81	Impax Asset Management Group London, United Kingdom	$962M	-$84.1M	9	3.86%	Reduced
82	Kayne Anderson Rudnick Investment Management Los Angeles, California	$956M	+$38.3M	13	2.39%	Increased
83	Balyasny Asset Management Chicago, Illinois	$956M	+$212M	30	1.79%	Increased
84	Fuller & Thaler Asset Management San Mateo, California	$945M	+$177M	12	4.79%	Increased
85	Allianz Asset Management Munich, Germany	$929M	-$125M	32	1.52%	Reduced
86	Lord, Abbett & Co Jersey City, New Jersey	$895M	+$672K	13	3.14%	Increased
87	Bessemer Group Woodbridge, New Jersey	$886M	+$109M	32	1.73%	Increased
88	Findlay Park Partners London, United Kingdom	$877M	-$61.4M	5	8.62%	Reduced
89	LPL Financial San Diego, California	$866M	-$3.27M	49	0.52%	Reduced
90	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$866M	-$18.1M	55	1.19%	Reduced
91	Renaissance Technologies New York	$854M	-$177M	49	1.32%	Reduced
92	Raymond James & Associates St Petersburg, Florida	$852M	+$15.7M	43	0.64%	Increased
93	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$813M	-$77.3M	3	4.78%	Reduced
94	TD Asset Management Toronto, Ontario, Canada	$810M	+$224M	26	0.8%	Increased
95	William Blair Investment Management Chicago, Illinois	$805M	+$205M	10	2.34%	Increased
96	D.E. Shaw & Co New York	$794M	+$161M	45	0.69%	Increased
97	Corient Private Wealth Miami, Florida	$792M	+$193M	33	1.46%	Increased
98	New York State Common Retirement Fund Albany, New York	$787M	-$93.7M	57	1.09%	Reduced
99	Citigroup New York	$776M	-$148M	69	0.55%	Reduced
100	AQR Capital Management Greenwich, Connecticut	$760M	+$33.5M	46	1.43%	Increased