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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	Thrivent Financial for Lutherans Minneapolis, Minnesota	$309M	-$50.3M	28	1.71%	Reduced
102	HA Heartland Advisors Milwaukee, Wisconsin	$308M	-$21.6M	12	6.06%	Reduced
103	Renaissance Technologies New York	$306M	+$124M	41	0.74%	Increased
104	SAM Southeastern Asset Management Memphis, Tennessee	$306M	+$71.2M	1	1.76%	Increased
105	Jennison Associates New York	$299M	-$136M	8	0.28%	Reduced
106	abrdn Investment Management Edinburgh, United Kingdom	$292M	+$192M	8	1.15%	Increased
107	Fidelity International Hamilton, Bermuda	$292M	-$96.8M	9	1.01%	Reduced
108	Axa Paris, France	$290M	-$20.6M	14	1.16%	Reduced
109	VOYA Investment Management Atlanta, Georgia	$288M	-$241M	40	0.64%	Reduced
110	Millennium Management New York	$287M	+$51.4M	43	0.61%	Increased
111	RhumbLine Advisers Boston, Massachusetts	$285M	+$11M	45	0.83%	Increased
112	PHS PFM Health Sciences San Francisco, California	$283M	-$151M	1	6.62%	Reduced
113	State Board of Administration of Florida Retirement System Tallahassee, Florida	$283M	+$5.58M	39	0.89%	Increased
114	Brandes Investment Partners La Jolla, California	$281M	+$23.8M	6	3.96%	Increased
115	NFA Nationwide Fund Advisors Columbus, Ohio	$279M	+$5.06M	50	1.19%	Increased
116	Loomis, Sayles & Company Boston, Massachusetts	$279M	-$8.49M	10	0.77%	Reduced
117	PNC Financial Services Group Pittsburgh, Pennsylvania	$278M	-$62M	44	0.31%	Reduced
118	Massachusetts Financial Services Boston, Massachusetts	$278M	+$65.2M	8	0.14%	Increased
119	Stifel Financial St. Louis, Missouri	$275M	+$124M	24	1.53%	Increased
120	TCM Tran Capital Management San Rafael, California	$270M	-$24.7M	2	5.15%	Reduced
121	GAMCO Investors Greenwich, Connecticut	$269M	+$13.1M	13	1.4%	Increased
122	First Trust Advisors Wheaton, Illinois	$261M	-$65.1M	34	0.88%	Reduced
123	Ruane, Cunniff & Goldfarb New York	$257M	+$1.12M	3	1.31%	Increased
124	STRS Ohio Columbus, Ohio	$250M	-$12M	24	1.08%	Reduced
125	Brandywine Global Investment Management Philadelphia, Pennsylvania	$247M	+$77.6M	17	1.66%	Increased