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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	Lord, Abbett & Co Jersey City, New Jersey	$1.43B	-$205M	19	4.66%	Reduced
102	Aviva London, United Kingdom	$1.39B	+$6.4M	24	2.33%	Increased
103	BNP Paribas Asset Management Paris, France	$1.34B	+$379M	50	1.55%	Increased
104	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.33B	+$312M	42	0.86%	Increased
105	TCI Fund Management London, United Kingdom	$1.33B	$0	1	2.94%	Maintained
106	CIBC Bancorp USA Chicago, Illinois	$1.3B	+$1.31B	36	1.75%	New
107	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.29B	+$90.8M	48	2.45%	Increased
108	Alkeon Capital Management New York	$1.28B	-$56.2M	4	2.15%	Reduced
109	Loomis, Sayles & Company Boston, Massachusetts	$1.26B	-$31.8M	23	1.7%	Reduced
110	Royal London Asset Management United Kingdom	$1.25B	+$86.7M	18	2.62%	Increased
111	Two Sigma Investments New York	$1.24B	+$579M	52	1%	Increased
112	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.24B	-$54.6M	33	1.49%	Reduced
113	Natixis Advisors Boston, Massachusetts	$1.21B	-$3.99M	42	1.68%	Reduced
114	Rothschild & Co Wealth Management (UK) London, United Kingdom	$1.21B	+$592M	2	18.47%	Increased
115	SG Americas Securities New York	$1.19B	+$25.4M	50	1.28%	Increased
116	Stifel Financial St. Louis, Missouri	$1.19B	-$36M	51	1.09%	Reduced
117	Artisan Partners Milwaukee, Wisconsin	$1.19B	-$217M	8	1.9%	Reduced
118	Swedbank Stockholm, Sweden	$1.15B	-$4.21M	22	1.21%	Reduced
119	Allianz Asset Management Munich, Germany	$1.14B	-$4.22M	32	1.2%	Reduced
120	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.1B	+$4.82M	13	3.23%	Increased
121	New York State Common Retirement Fund Albany, New York	$1.09B	-$19.8M	65	1.52%	Reduced
122	D.E. Shaw & Co New York	$1.07B	-$104M	53	0.64%	Reduced
123	Qube Research & Technologies (QRT) London, United Kingdom	$1.06B	-$394M	48	1.18%	Reduced
124	Wasatch Advisors Salt Lake City, Utah	$1.06B	+$40.4M	11	7.02%	Increased
125	Vontobel Holding Zurich, Switzerland	$1.05B	-$180M	24	3.61%	Reduced