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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	TCI Fund Management London, United Kingdom	$1.11B	$0	1	2.11%	Maintained
102	Natixis Advisors Boston, Massachusetts	$1.11B	+$68.4M	36	1.62%	Increased
103	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.1B	-$313M	13	2.67%	Reduced
104	Allianz Asset Management Munich, Germany	$1.09B	-$43.2M	30	1.22%	Reduced
105	Durable Capital Partners Bethesda, Maryland	$1.09B	-$24.9M	2	8.08%	Reduced
106	D.E. Shaw & Co New York	$1.08B	+$125M	48	0.61%	Increased
107	Blackstone Inc New York	$1.07B	+$916M	5	4.28%	Increased
108	SEI Investments Oaks, Pennsylvania	$1.06B	+$80.5M	51	1.14%	Increased
109	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.05B	-$19.1M	44	2.06%	Reduced
110	Swedbank Stockholm, Sweden	$1.04B	-$16.4M	18	1.05%	Reduced
111	New York State Common Retirement Fund Albany, New York	$1.03B	-$8.04M	60	1.33%	Reduced
112	Stifel Financial St. Louis, Missouri	$1.03B	-$6.49M	47	0.94%	Reduced
113	Findlay Park Partners London, United Kingdom	$1B	-$126M	5	10.52%	Reduced
114	Westfield Capital Management Boston, Massachusetts	$992M	-$54.6M	4	4.16%	Reduced
115	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$983M	+$161M	31	0.69%	Increased
116	Arrowstreet Capital Boston, Massachusetts	$981M	+$53.3M	37	0.62%	Increased
117	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$954M	-$12.4M	10	3.04%	Reduced
118	Schroder Investment Management Group London, United Kingdom	$948M	-$10.8M	18	0.74%	Reduced
119	Canada Life Winnipeg, Manitoba, Canada	$933M	+$4.23M	41	1.34%	Increased
120	Royal London Asset Management United Kingdom	$932M	-$75M	17	2%	Reduced
121	HighTower Advisors Chicago, Illinois	$931M	+$4.44M	43	1.06%	Increased
122	Balyasny Asset Management Chicago, Illinois	$913M	+$158M	33	1.16%	Increased
123	Congress Asset Management Boston, Massachusetts	$912M	+$20.6M	14	6.07%	Increased
124	Marshall Wace London, United Kingdom	$899M	-$939M	35	0.91%	Reduced
125	Jacobs Levy Equity Management Florham Park, New Jersey	$890M	+$64.1M	27	3.54%	Increased