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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
101	Lord, Abbett & Co Jersey City, New Jersey	$1.7B	-$134M	18	4.88%	Reduced
102	T. Rowe Price Investment Management Baltimore, Maryland	$1.7B	-$665M	14	1.11%	Reduced
103	TD Asset Management Toronto, Ontario, Canada	$1.65B	-$424M	26	1.43%	Reduced
104	Zurich Cantonal Bank Zurich, Switzerland	$1.65B	-$102M	51	3.16%	Reduced
105	Fuller & Thaler Asset Management San Mateo, California	$1.64B	-$658M	13	4.46%	Reduced
106	Aviva London, United Kingdom	$1.62B	-$44.5M	23	2.39%	Reduced
107	Stifel Financial St. Louis, Missouri	$1.61B	+$35.3M	54	1.34%	Increased
108	Natixis Advisors Boston, Massachusetts	$1.59B	+$74.7M	39	1.79%	Increased
109	New York State Common Retirement Fund Albany, New York	$1.57B	+$152M	66	1.98%	Increased
110	Vontobel Holding Zurich, Switzerland	$1.54B	+$396M	27	4.9%	Increased
111	Allianz Asset Management Munich, Germany	$1.52B	+$125M	32	1.24%	Increased
112	BNP Paribas Asset Management Paris, France	$1.5B	-$98.3M	50	1.5%	Reduced
113	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.5B	-$86.9M	48	2.52%	Reduced
114	Loomis, Sayles & Company Boston, Massachusetts	$1.45B	-$59.2M	26	1.82%	Reduced
115	DekaBank Deutsche Girozentrale Frankfurt, Germany	$1.43B	-$1.07M	22	2.41%	Reduced
116	Qube Research & Technologies (QRT) London, United Kingdom	$1.43B	+$221M	41	1.32%	Increased
117	Point72 Asset Management Stamford, Connecticut	$1.41B	+$179M	43	1.56%	Increased
118	D.E. Shaw & Co New York	$1.41B	+$171M	58	0.67%	Increased
119	Rothschild & Co Wealth Management (UK) London, United Kingdom	$1.37B	-$7.03M	2	19.81%	Reduced
120	Lone Pine Capital Greenwich, Connecticut	$1.37B	+$301M	3	8.35%	Increased
121	Royal London Asset Management United Kingdom	$1.36B	-$185M	18	2.51%	Reduced
122	Swedbank Stockholm, Sweden	$1.33B	-$82.1M	22	1.15%	Reduced
123	Two Sigma Investments New York	$1.32B	-$110M	57	0.96%	Reduced
124	Corient Private Wealth Miami, Florida	$1.32B	+$88.4M	46	1.83%	Increased
125	Jones Financial Companies Des Peres, Missouri	$1.32B	+$138M	67	0.53%	Increased