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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	Pictet Asset Management (UK) London, United Kingdom	$387M	+$50.9M	15	0.82%	Increased
102	Schroder Investment Management Group London, United Kingdom	$373M	-$569M	21	0.66%	Reduced
103	Epoch Investment Partners New York	$367M	-$90.1M	5	1.67%	Reduced
104	New York State Teachers Retirement System (NYSTRS) Albany, New York	$364M	-$47.5K	35	0.92%	Reduced
105	SAM Southeastern Asset Management Memphis, Tennessee	$353M	-$8.31M	2	6.15%	Reduced
106	Jennison Associates New York	$348M	-$62.5M	13	0.37%	Reduced
107	Rothschild & Co Wealth Management (UK) London, United Kingdom	$343M	-$2.19M	1	8.56%	Reduced
108	Waddell & Reed Financial Overland Park, Kansas	$338M	+$33.5M	4	0.87%	Increased
109	LM Luminus Management Houston, Texas	$337M	+$14.3M	5	9.75%	Increased
110	Gabelli Funds Rye, New York	$334M	-$2.3M	18	2.21%	Reduced
111	Findlay Park Partners London, United Kingdom	$332M	-$106M	2	2.9%	Reduced
112	Aberdeen Group Edinburgh, United Kingdom	$331M	-$19.1M	13	0.83%	Reduced
113	Brandes Investment Partners La Jolla, California	$316M	+$30.4M	3	8.17%	Increased
114	State Board of Administration of Florida Retirement System Tallahassee, Florida	$316M	-$2.56M	42	0.83%	Reduced
115	State of Wisconsin Investment Board Madison, Wisconsin	$315M	-$8.02M	24	0.87%	Reduced
116	Canada Life Winnipeg, Manitoba, Canada	$315M	-$42.2M	16	0.75%	Reduced
117	Eagle Capital Management (New York) New York	$315M	+$69M	1	1.11%	Increased
118	Starboard Value New York	$308M	+$38.8M	2	10.28%	Increased
119	BAMCO Inc New York	$296M	-$21M	3	1.22%	Reduced
120	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$294M	+$37M	22	0.75%	Increased
121	Sachem Head Capital Management New York	$294M	-$34.3M	1	23.04%	Reduced
122	SAM Scopus Asset Management New York	$288M	+$19.8M	9	9.38%	Increased
123	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$282M	+$18.3M	3	1.59%	Increased
124	BNP Paribas Financial Markets Paris, France	$279M	+$44.9M	56	0.49%	Increased
125	Raymond James & Associates St Petersburg, Florida	$278M	+$11.2M	37	0.39%	Increased