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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
201	Banco Santander Madrid, Spain	$389M	+$302M	12	4.68%	Increased
202	Bank of Nova Scotia Toronto, Ontario, Canada	$387M	+$4.34M	16	0.68%	Increased
203	Los Angeles Capital Management Los Angeles, California	$385M	+$7.35M	25	1.56%	Increased
204	Asset Management One Tokyo, Japan	$385M	+$30.4M	23	1.32%	Increased
205	Jennison Associates New York	$384M	+$29.3M	15	0.23%	Increased
206	Baird Financial Group Milwaukee, Wisconsin	$377M	+$16.3M	28	0.72%	Increased
207	Geneva Capital Management Milwaukee, Wisconsin	$371M	-$67.3M	4	6.44%	Reduced
208	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$371M	-$25.1M	2	4.19%	Reduced
209	GA Greenhaven Associates Purchase, New York	$371M	-$1.01B	3	5.48%	Reduced
210	Voloridge Investment Management Jupiter, Florida	$359M	+$28M	18	1.27%	Increased
211	Bank Julius Baer & Co Zurich, Switzerland	$359M	+$67.1M	15	1.11%	Increased
212	Burgundy Asset Management Toronto, Ontario, Canada	$358M	+$2.78M	3	3.61%	Increased
213	Segall Bryant & Hamill Chicago, Illinois	$351M	-$12.7M	15	4.83%	Reduced
214	ProShare Advisors Bethesda, Maryland	$350M	+$7.49M	45	0.8%	Increased
215	Gates Capital Management New York	$349M	-$37.8M	3	6.55%	Reduced
216	Axa Paris, France	$346M	+$12.6M	28	1.05%	Increased
217	Nomura Asset Management Tokyo, Japan	$346M	+$24M	31	1.04%	Increased
218	Holocene Advisors New York	$344M	+$165M	11	1.1%	Increased
219	London Company of Virginia Richmond, Virginia	$343M	-$49.4M	6	1.87%	Reduced
220	STRS Ohio Columbus, Ohio	$341M	-$35.4M	48	1.35%	Reduced
221	APG Asset Management Amsterdam, Netherlands	$341M	+$314M	10	0.95%	Increased
222	Robeco Institutional Asset Management Rotterdam, Netherlands	$335M	+$13.5M	17	0.64%	Increased
223	CAPTRUST Financial Advisors Raleigh, North Carolina	$329M	+$37.2M	36	0.94%	Increased
224	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$327M	-$6.03M	53	1.12%	Reduced
225	CF Corebridge Financial Houston, Texas	$326M	-$14.8M	58	1.76%	Reduced