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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	Russell Investments Group London, United Kingdom	$837M	+$21.2M	61	1.32%	Increased
102	D.E. Shaw & Co New York	$835M	-$54M	43	0.71%	Reduced
103	Stifel Financial St. Louis, Missouri	$820M	-$5.78M	45	0.93%	Reduced
104	Renaissance Technologies New York	$813M	-$153M	49	1.28%	Reduced
105	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$810M	+$3.43M	9	0.97%	Increased
106	Corient Private Wealth Miami, Florida	$808M	-$106M	32	1.44%	Reduced
107	Aviva London, United Kingdom	$776M	-$57M	18	2.56%	Reduced
108	CIBC Private Wealth Group Atlanta, Georgia	$761M	+$17.1M	46	1.49%	Increased
109	Prudential Financial Newark, New Jersey	$749M	-$83.7M	45	1.05%	Reduced
110	BNP Paribas Financial Markets Paris, France	$748M	+$134M	56	0.66%	Increased
111	Canada Life Winnipeg, Manitoba, Canada	$747M	-$5.82M	45	1.51%	Reduced
112	Loomis, Sayles & Company Boston, Massachusetts	$742M	+$19.9M	20	1.06%	Increased
113	Point72 Asset Management Stamford, Connecticut	$739M	-$124M	26	1.79%	Reduced
114	Eagle Asset Management St Petersburg, Florida	$737M	-$98.8M	16	3.73%	Reduced
115	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$724M	-$92.8M	3	4.15%	Reduced
116	Mitsubishi UFJ Asset Management Tokyo, Japan	$714M	+$87.7M	31	0.99%	Increased
117	Swedbank Stockholm, Sweden	$710M	+$15.5M	13	1%	Increased
118	Balyasny Asset Management Chicago, Illinois	$708M	-$359M	38	1.24%	Reduced
119	Capital Wealth Planning Naples, Florida	$685M	-$14.1M	3	7.32%	Reduced
120	Marshall Wace London, United Kingdom	$676M	-$28.7M	37	1.03%	Reduced
121	Jane Street New York	$671M	-$47.9M	66	0.14%	Reduced
122	PNC Financial Services Group Pittsburgh, Pennsylvania	$671M	-$15.4M	58	0.47%	Reduced
123	Assenagon Asset Management Senningerberg, Luxembourg	$657M	+$3.67M	34	1.56%	Increased
124	New York State Teachers Retirement System (NYSTRS) Albany, New York	$656M	-$23.6M	38	1.37%	Reduced
125	Los Angeles Capital Management Los Angeles, California	$651M	+$23.3M	27	2.22%	Increased