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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	$1.58B	$0	1	1.85%	Maintained
77	Baillie Gifford & Co Edinburgh, United Kingdom	$1.55B	+$135M	9	1.15%	Increased
78	Citadel Advisors Miami, Florida	$1.54B	+$95.5M	69	0.23%	Increased
79	BNP Paribas Financial Markets Paris, France	$1.51B	+$136M	69	0.81%	Increased
80	Mitsubishi UFJ Asset Management Tokyo, Japan	$1.5B	+$59.5M	35	1.08%	Increased
81	Lord, Abbett & Co Jersey City, New Jersey	$1.49B	+$11.6M	18	4.42%	Increased
82	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.48B	+$14.5M	41	1.79%	Increased
83	Parnassus Investments San Francisco, California	$1.47B	-$19.9M	4	3.41%	Reduced
84	Alkeon Capital Management New York	$1.46B	+$180M	5	2.15%	Increased
85	Bessemer Group Woodbridge, New Jersey	$1.43B	+$14.3M	48	2.19%	Increased
86	Renaissance Technologies New York	$1.42B	+$203M	52	1.87%	Increased
87	Artisan Partners Milwaukee, Wisconsin	$1.42B	+$312M	7	2.01%	Increased
88	DekaBank Deutsche Girozentrale Frankfurt, Germany	$1.36B	-$273K	25	2.29%	Reduced
89	Federated Hermes Pittsburgh, Pennsylvania	$1.35B	+$55.3M	44	2.39%	Increased
90	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$1.32B	-$9.52M	59	1.35%	Reduced
91	Zurich Cantonal Bank Zurich, Switzerland	$1.31B	-$19.6M	51	3.01%	Reduced
92	Vontobel Holding Zurich, Switzerland	$1.3B	-$23.1M	23	3.92%	Reduced
93	Jane Street New York	$1.23B	+$119M	68	0.19%	Increased
94	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$1.23B	+$33.6M	10	0.96%	Increased
95	Russell Investments Group London, United Kingdom	$1.23B	+$94.9M	69	1.4%	Increased
96	Dodge & Cox San Francisco, California	$1.18B	-$327M	6	0.64%	Reduced
97	Aviva London, United Kingdom	$1.18B	+$128M	23	2.15%	Increased
98	HCC Hill City Capital Boston, Massachusetts	$1.18B	+$67.5M	6	49.84%	Increased
99	Ninety One (UK) London, United Kingdom	$1.17B	+$87.1M	5	2.52%	Increased
100	Loomis, Sayles & Company Boston, Massachusetts	$1.16B	-$38.3M	23	1.38%	Reduced