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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	SFM Systematic Financial Management Teaneck, New Jersey	$281M	-$12.3M	12	2.22%	Reduced
102	Canada Life Winnipeg, Manitoba, Canada	$279M	+$87.4M	17	1.1%	Increased
103	Capital Research Global Investors Los Angeles, California	$279M	+$113M	2	0.11%	Increased
104	Pictet Asset Management (UK) London, United Kingdom	$274M	+$17.6M	15	1.53%	Increased
105	Loomis, Sayles & Company Boston, Massachusetts	$272M	+$44.1M	10	0.88%	Increased
106	NFA Nationwide Fund Advisors Columbus, Ohio	$272M	+$22.4M	49	1.22%	Increased
107	PIM Platinum Investment Management Sydney Australia 2000, Australia	$271M	-$15.1M	2	4.94%	Reduced
108	Prudential plc London, England, United Kingdom	$270M	-$40.5M	7	1.38%	Reduced
109	Waddell & Reed Financial Overland Park, Kansas	$268M	-$87.4M	7	0.51%	Reduced
110	CI Investments Inc Toronto, Ontario, Canada	$263M	-$20.5M	5	2.97%	Reduced
111	SG Americas Securities New York	$259M	+$129M	34	1.06%	Increased
112	MCM Marcato Capital Management San Francisco, California	$257M	+$45.9M	1	16.53%	Increased
113	VOYA Investment Management Atlanta, Georgia	$256M	+$1.41M	39	0.64%	Increased
114	CCI Columbus Circle Investors	$255M	-$166M	8	1.81%	Reduced
115	Panagora Asset Management Boston, Massachusetts	$254M	-$59.1M	36	1.25%	Reduced
116	PCM Pennant Capital Management Summit, New Jersey	$251M	-$51.8M	2	4.5%	Reduced
117	Federated Hermes Pittsburgh, Pennsylvania	$248M	-$27.4M	26	0.96%	Reduced
118	TimesSquare Capital Management New York	$247M	+$103M	3	1.39%	Increased
119	Jennison Associates New York	$242M	+$114M	9	0.25%	Increased
120	Credit Agricole Montrouge Cedex, France	$239M	+$239M	22	1.05%	New
121	Bank of Montreal Toronto, Ontario, Canada	$237M	+$24.4M	40	0.37%	Increased
122	TCM Tran Capital Management San Rafael, California	$233M	+$74.7M	3	4.7%	Increased
123	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$231M	+$10.2M	6	3.15%	Increased
124	Brandywine Global Investment Management Philadelphia, Pennsylvania	$226M	+$3.92M	21	2.24%	Increased
125	Boston Partners Boston, Massachusetts	$225M	+$12.1M	10	0.54%	Increased