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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	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$376M	+$21M	11	0.87%	Increased
102	Aberdeen Group Edinburgh, United Kingdom	$368M	+$118M	13	0.69%	Increased
103	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$368M	-$742K	2	2.66%	Reduced
104	Frontier Capital Management Boston, Massachusetts	$368M	-$66.6M	7	2.37%	Reduced
105	Farallon Capital Management San Francisco, California	$367M	-$84.3M	1	2.17%	Reduced
106	SCM Suvretta Capital Management New York	$366M	+$160M	2	8.42%	Increased
107	Canada Life Winnipeg, Manitoba, Canada	$364M	-$18.9M	44	0.87%	Reduced
108	Findlay Park Partners London, United Kingdom	$360M	+$37.7M	2	3.2%	Increased
109	Carillon Tower Advisers St. Petersburg, Florida	$360M	+$48.5M	7	2.58%	Increased
110	Caledonia Investments (Australia) Sydney NSW, Australia	$357M	-$281K	2	5.66%	Reduced
111	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$355M	-$72.3M	9	0.56%	Reduced
112	Fuller & Thaler Asset Management San Mateo, California	$348M	+$68.6M	9	3.6%	Increased
113	Ninety One (UK) London, United Kingdom	$347M	+$163M	4	1.29%	Increased
114	IAM Iridian Asset Management Westport, Connecticut	$346M	+$19.6M	1	3.47%	Increased
115	Gabelli Funds Rye, New York	$345M	+$3.27M	20	1.98%	Increased
116	Federated Hermes Pittsburgh, Pennsylvania	$343M	+$195M	38	0.8%	Increased
117	Mackenzie Financial Toronto Ontario, Ontario, Canada	$341M	+$19.8M	15	0.83%	Increased
118	EC Eminence Capital New York	$339M	+$49.2M	1	5.57%	Increased
119	State Board of Administration of Florida Retirement System Tallahassee, Florida	$337M	-$5.43M	43	0.86%	Reduced
120	Point72 Asset Management Stamford, Connecticut	$335M	-$109M	14	1.38%	Reduced
121	State of Wisconsin Investment Board Madison, Wisconsin	$334M	-$6.81M	25	0.92%	Reduced
122	AL AJO LP Philadelphia, Pennsylvania	$334M	+$89M	12	1.58%	Increased
123	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$329M	-$9.26M	2	2.04%	Reduced
124	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$328M	+$66M	21	0.61%	Increased
125	Fidelity International Hamilton, Bermuda	$315M	-$60M	17	0.47%	Reduced