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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	LPL Financial San Diego, California	$1.5B	+$55.1M	55	0.5%	Increased
77	TD Asset Management Toronto, Ontario, Canada	$1.48B	+$1.73M	26	1.27%	Increased
78	Lazard Asset Management New York	$1.42B	+$90.8M	44	1.96%	Increased
79	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.35B	-$151M	36	1.75%	Reduced
80	Qube Research & Technologies (QRT) London, United Kingdom	$1.33B	+$21.9M	42	1.35%	Increased
81	Dodge & Cox San Francisco, California	$1.31B	+$786M	6	0.74%	Increased
82	Bessemer Group Woodbridge, New Jersey	$1.29B	+$23.7M	46	2.09%	Increased
83	Citadel Advisors Miami, Florida	$1.27B	-$494M	72	0.22%	Reduced
84	Mitsubishi UFJ Asset Management Tokyo, Japan	$1.27B	+$74.7M	35	1.01%	Increased
85	BNP Paribas Financial Markets Paris, France	$1.25B	-$214M	71	0.72%	Reduced
86	Zurich Cantonal Bank Zurich, Switzerland	$1.24B	+$493M	52	3.03%	Increased
87	Baillie Gifford & Co Edinburgh, United Kingdom	$1.23B	+$13.1M	8	0.92%	Increased
88	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.23B	+$23.3M	13	2.94%	Increased
89	Lord, Abbett & Co Jersey City, New Jersey	$1.21B	+$327M	17	3.88%	Increased
90	DekaBank Deutsche Girozentrale Frankfurt, Germany	$1.19B	-$23.6M	26	2.13%	Reduced
91	Loomis, Sayles & Company Boston, Massachusetts	$1.19B	+$134M	23	1.49%	Increased
92	Vontobel Holding Zurich, Switzerland	$1.17B	+$337M	23	3.74%	Increased
93	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$1.17B	+$5.95M	59	1.3%	Increased
94	Alkeon Capital Management New York	$1.09B	+$53M	3	1.82%	Increased
95	Federated Hermes Pittsburgh, Pennsylvania	$1.09B	+$17.5M	42	2.05%	Increased
96	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$1.09B	-$189M	10	0.94%	Reduced
97	TCI Fund Management London, United Kingdom	$1.04B	+$6.75M	1	2.05%	Increased
98	Artisan Partners Milwaukee, Wisconsin	$1.04B	+$148M	6	1.52%	Increased
99	Durable Capital Partners Bethesda, Maryland	$1.02B	+$153M	2	7.69%	Increased
100	Allianz Asset Management Munich, Germany	$1.01B	+$79.4M	27	1.21%	Increased