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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
176	Perpetual Ltd Sydney, New South Wales, Australia	$460M	-$90.1M	12	4.98%	Reduced
177	Retirement Systems of Alabama Montgomery, Alabama	$456M	+$32.2M	25	1.71%	Increased
178	Truist Financial Charlotte, North Carolina	$450M	-$58.8M	31	0.7%	Reduced
179	Robeco Schweiz Zurich, Switzerland	$447M	+$4.96M	10	8.37%	Increased
180	Arrowstreet Capital Boston, Massachusetts	$446M	-$24.2M	29	0.38%	Reduced
181	Durable Capital Partners Bethesda, Maryland	$441M	+$114M	2	3.23%	Increased
182	Baupost Group Boston, Massachusetts	$434M	-$123M	3	12.35%	Reduced
183	AustralianSuper Melbourne, Australia	$431M	+$2.13M	6	2.15%	Increased
184	Great Lakes Advisors Chicago, Illinois	$431M	+$7.16M	20	3.61%	Increased
185	Jacobs Levy Equity Management Florham Park, New Jersey	$425M	+$40.3M	28	1.64%	Increased
186	Rathbones Group Liverpool, United Kingdom	$420M	+$15.4M	11	2.12%	Increased
187	Brandywine Global Investment Management Philadelphia, Pennsylvania	$417M	+$49.7M	12	2.78%	Increased
188	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$410M	-$10.1M	2	4.2%	Reduced
189	M&G plc London, United Kingdom	$407M	+$477K	8	1.47%	Increased
190	Third Point New York	$406M	+$64.4M	2	5.46%	Increased
191	Bank of Nova Scotia Toronto, Ontario, Canada	$405M	+$63.6M	15	0.82%	Increased
192	Farallon Capital Management San Francisco, California	$402M	+$3.59M	1	1.76%	Increased
193	Point72 Asset Management Stamford, Connecticut	$402M	-$95.5M	27	1.02%	Reduced
194	Raymond James Financial Services Advisors St. Petersburg, Florida	$392M	+$1.91M	42	0.52%	Increased
195	Westfield Capital Management Boston, Massachusetts	$387M	-$17.3M	3	1.75%	Reduced
196	London Company of Virginia Richmond, Virginia	$387M	+$8.61M	6	2.04%	Increased
197	Handelsbanken Fonder Stockholm, Sweden	$385M	+$27.9M	33	1.52%	Increased
198	Hennessy Advisors Inc Novato, California	$385M	+$40.8M	10	12.34%	Increased
199	Geneva Capital Management Milwaukee, Wisconsin	$383M	-$5.21M	4	6.4%	Reduced
200	STRS Ohio Columbus, Ohio	$381M	-$35.8M	50	1.47%	Reduced