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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	Renaissance Technologies New York	$1B	-$54.6M	47	1.33%	Reduced
102	Russell Investments Group London, United Kingdom	$997M	-$75.7M	67	1.27%	Reduced
103	Findlay Park Partners London, United Kingdom	$975M	-$12.1M	5	10.06%	Reduced
104	Thrivent Financial for Lutherans Minneapolis, Minnesota	$971M	-$16.4M	43	2.12%	Reduced
105	Viking Global Investors Stamford, Connecticut	$968M	-$430M	2	2.8%	Reduced
106	Swedbank Stockholm, Sweden	$944M	-$117M	16	1.06%	Reduced
107	Natixis Advisors Boston, Massachusetts	$932M	+$142M	36	1.48%	Increased
108	Jane Street New York	$932M	+$17.8M	55	0.18%	Increased
109	Stifel Financial St. Louis, Missouri	$927M	+$30.6M	48	0.9%	Increased
110	Aviva London, United Kingdom	$926M	+$90.5M	23	1.91%	Increased
111	Ninety One (UK) London, United Kingdom	$925M	+$84.3M	5	2.17%	Increased
112	New York State Common Retirement Fund Albany, New York	$922M	-$13.5M	61	1.23%	Reduced
113	HCC Hill City Capital Boston, Massachusetts	$916M	+$99.8M	6	45.31%	Increased
114	Diamond Hill Capital Management Columbus, Ohio	$904M	+$21.5M	8	4.15%	Increased
115	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$870M	-$545K	3	4.97%	Reduced
116	SEI Investments Oaks, Pennsylvania	$866M	+$11.8M	49	1%	Increased
117	Schroder Investment Management Group London, United Kingdom	$864M	-$92.9M	17	0.73%	Reduced
118	Royal London Asset Management United Kingdom	$856M	+$22.3M	17	1.95%	Increased
119	Man Group London, United Kingdom	$846M	-$18.4M	40	1.61%	Reduced
120	CIBC Private Wealth Group Atlanta, Georgia	$811M	+$51.1M	49	1.45%	Increased
121	HighTower Advisors Chicago, Illinois	$808M	+$21.7M	43	1.01%	Increased
122	Canada Life Winnipeg, Manitoba, Canada	$800M	-$19.3M	43	1.27%	Reduced
123	Arrowstreet Capital Boston, Massachusetts	$799M	+$280M	41	0.56%	Increased
124	Corient Private Wealth Miami, Florida	$797M	-$2.02M	39	1.06%	Reduced
125	Stockbridge Partners Boston, Massachusetts	$795M	-$17.2M	2	15.55%	Reduced