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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	Vontobel Holding Zurich, Switzerland	$1.22B	-$78.5M	23	3.85%	Reduced
102	Renaissance Technologies New York	$1.17B	-$226M	43	1.82%	Reduced
103	Ninety One (UK) London, United Kingdom	$1.16B	+$78.3M	6	2.49%	Increased
104	DekaBank Deutsche Girozentrale Frankfurt, Germany	$1.14B	$0	25	1.97%	Maintained
105	Westfield Capital Management Boston, Massachusetts	$1.13B	+$57.8M	6	4.72%	Increased
106	Natixis Advisors Boston, Massachusetts	$1.13B	+$28.7M	37	1.6%	Increased
107	Loomis, Sayles & Company Boston, Massachusetts	$1.13B	-$41.6M	22	1.36%	Reduced
108	Durable Capital Partners Bethesda, Maryland	$1.07B	-$45.1M	2	10.12%	Reduced
109	D.E. Shaw & Co New York	$1.06B	-$32.3M	48	0.58%	Reduced
110	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.05B	+$16.9M	46	1.86%	Increased
111	Allianz Asset Management Munich, Germany	$1.04B	-$64.6M	29	1.06%	Reduced
112	Stifel Financial St. Louis, Missouri	$1.04B	-$28.8M	50	0.93%	Reduced
113	Royal London Asset Management United Kingdom	$1.02B	+$32.9M	17	2.14%	Increased
114	SG Americas Securities New York	$1.01B	+$622M	56	1.29%	Increased
115	Swedbank Stockholm, Sweden	$1B	-$32.1M	20	0.97%	Reduced
116	New York State Common Retirement Fund Albany, New York	$981M	-$95.5M	62	1.31%	Reduced
117	Jacobs Levy Equity Management Florham Park, New Jersey	$954M	+$43.2M	23	3.69%	Increased
118	HighTower Advisors Chicago, Illinois	$948M	-$36.2M	43	1.04%	Reduced
119	Kayne Anderson Rudnick Investment Management Los Angeles, California	$936M	-$110M	13	2.51%	Reduced
120	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$914M	-$110M	47	0.61%	Reduced
121	National Bank of Canada Montreal, Quebec, Canada	$905M	-$38.2M	40	0.82%	Reduced
122	Wasatch Advisors Salt Lake City, Utah	$896M	+$196M	11	5.32%	Increased
123	BNP Paribas Asset Management Paris, France	$887M	+$451M	48	1.02%	Increased
124	Congress Asset Management Boston, Massachusetts	$875M	-$12.2M	15	6.16%	Reduced
125	Canada Life Winnipeg, Manitoba, Canada	$846M	-$128M	40	1.47%	Reduced