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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
151	Frontier Capital Management Boston, Massachusetts	$371M	-$68.1M	8	3.36%	Reduced
152	Winslow Capital Management Minneapolis, Minnesota	$371M	+$342M	1	1.61%	New
153	Vontobel Asset Management New York	$369M	-$2.65M	1	2.44%	Reduced
154	Retirement Systems of Alabama Montgomery, Alabama	$368M	+$3.46M	20	1.35%	Increased
155	Ceredex Value Advisors Orlando, Florida	$365M	+$52.4M	8	4.39%	Increased
156	Truist Financial Charlotte, North Carolina	$365M	-$28.1K	40	0.58%	Reduced
157	AustralianSuper Melbourne, Australia	$351M	+$22.9M	1	1.91%	Increased
158	Sarasin & Partners London, United Kingdom	$350M	-$34.9M	2	3.52%	Reduced
159	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$349M	-$20.5M	23	0.8%	Reduced
160	Beutel, Goodman & Co Toronto, Ontario, Canada	$348M	-$44.3M	3	1.97%	Reduced
161	Zurich Cantonal Bank Zurich, Switzerland	$341M	+$31.4M	48	1.68%	Increased
162	Ninety One (UK) London, United Kingdom	$341M	+$40.2M	1	0.87%	Increased
163	STRS Ohio Columbus, Ohio	$335M	+$24.1M	40	1.23%	Increased
164	Canada Life Winnipeg, Manitoba, Canada	$335M	-$1.44M	45	0.7%	Reduced
165	Robeco Institutional Asset Management Rotterdam, Netherlands	$333M	-$32.6M	13	0.79%	Reduced
166	Wasatch Advisors Salt Lake City, Utah	$333M	+$5.28M	5	1.64%	Increased
167	Baird Financial Group Milwaukee, Wisconsin	$333M	+$26.5M	24	0.82%	Increased
168	BNP Paribas Financial Markets Paris, France	$332M	+$37.2M	57	0.45%	Increased
169	HighTower Advisors Chicago, Illinois	$325M	+$5.43M	32	0.72%	Increased
170	Stockbridge Partners Boston, Massachusetts	$322M	+$19.6M	1	6.95%	Increased
171	1832 Asset Management Toronto, Ontario, Canada	$321M	+$220M	11	0.46%	Increased
172	Aberdeen Group Edinburgh, United Kingdom	$321M	-$2.74M	13	0.82%	Reduced
173	ECP Electron Capital Partners New York	$320M	+$22.7M	5	12.76%	Increased
174	AMF Tjänstepension Stockholm, Sweden	$317M	+$126M	5	2.35%	Increased
175	Melvin Capital Management New York	$316M	+$315M	2	3.21%	New