← All themes

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	Allianz Asset Management Munich, Germany	$827M	-$58.1M	39	1.23%	Reduced
102	Jane Street New York	$826M	+$232M	67	0.19%	Increased
103	Impax Asset Management Group London, United Kingdom	$812M	-$84M	11	3.31%	Reduced
104	Russell Investments Group London, United Kingdom	$810M	+$33.8M	66	1.3%	Increased
105	D.E. Shaw & Co New York	$778M	-$19.2M	48	0.73%	Reduced
106	Mitsubishi UFJ Asset Management Tokyo, Japan	$762M	+$112M	32	0.93%	Increased
107	Stifel Financial St. Louis, Missouri	$757M	+$4.44M	45	0.85%	Increased
108	BNP Paribas Financial Markets Paris, France	$750M	+$52.7M	60	0.61%	Increased
109	Corient Private Wealth Miami, Florida	$749M	-$12.2M	34	1.3%	Reduced
110	TCI Fund Management London, United Kingdom	$742M	+$760M	1	1.81%	New
111	Canada Life Winnipeg, Manitoba, Canada	$718M	+$46.7M	46	1.35%	Increased
112	Loomis, Sayles & Company Boston, Massachusetts	$718M	+$27M	20	0.99%	Increased
113	Man Group London, United Kingdom	$702M	+$314M	35	1.77%	Increased
114	Swedbank Stockholm, Sweden	$700M	+$33.4M	15	0.94%	Increased
115	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$690M	-$13.2M	4	4.19%	Reduced
116	Brown Advisory Baltimore, Maryland	$687M	+$59.1M	18	0.9%	Increased
117	Two Sigma Investments New York	$684M	+$201M	52	1.56%	Increased
118	William Blair Investment Management Chicago, Illinois	$683M	-$199M	11	1.79%	Reduced
119	Capital Wealth Planning Naples, Florida	$655M	+$34M	4	6.86%	Increased
120	Schroder Investment Management Group London, United Kingdom	$639M	+$79.3M	19	0.7%	Increased
121	CIBC Private Wealth Group Atlanta, Georgia	$634M	-$43.1M	48	1.19%	Reduced
122	Prudential Financial Newark, New Jersey	$629M	-$64.3M	46	0.94%	Reduced
123	Aberdeen Group Edinburgh, United Kingdom	$617M	+$88.9M	18	1.18%	Increased
124	Assenagon Asset Management Senningerberg, Luxembourg	$612M	+$2.59M	36	1.36%	Increased
125	Aviva London, United Kingdom	$610M	-$80.1M	19	1.69%	Reduced