← All themes

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
276	Kornitzer Capital Management Shawnee Mission, Kansas	$83.5M	-$5.39M	3	0.97%	Reduced
277	NIM NXG Investment Management Dallas, Texas	$83.4M	+$29.1M	10	2.16%	Increased
278	SAM Scopus Asset Management New York	$82.6M	-$102M	3	2.16%	Reduced
279	ING Group Amsterdam, Netherlands	$82.6M	+$8.38M	12	0.39%	Increased
280	CCMH Cornerstone Capital Management Holdings New York	$82.5M	-$2.06M	17	0.85%	Reduced
281	Employees Retirement System of Texas Austin, Texas	$82.4M	+$2.41M	17	1.05%	Increased
282	Longview Asset Management (Illinois) Chicago, Illinois	$82.4M	$0	1	1.56%	Maintained
283	Santa Barbara Asset Management Los Angeles, California	$81.7M	-$2.55M	1	1.65%	Reduced
284	Gateway Investment Advisers Cincinnati, Ohio	$81.4M	+$748K	9	0.67%	Increased
285	RS Investment Management San Francisco, California	$80.6M	+$23.7M	4	0.72%	Increased
286	Suntrust Banks Atlanta, Georgia	$79.6M	-$3.5M	15	0.54%	Reduced
287	WCMNY Westchester Capital Management (New York) Valhalla, New York	$79.1M	+$5.25M	1	1.27%	Increased
288	Marshfield Associates Washington, District of Columbia	$78.4M	-$1.7M	2	5.75%	Reduced
289	AGF Investments Inc Toronto, Ontario, Canada	$78.1M	+$3.55M	8	0.83%	Increased
290	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$76.9M	+$4.48M	5	1.99%	Increased
291	AC Amici Capital New York	$76.1M	+$12.5M	1	3.43%	Increased
292	LI LMCG Investments Boston, Massachusetts	$76.1M	-$4.39M	7	1.66%	Reduced
293	TAM THB Asset Management Norwalk, Connecticut	$75.7M	+$12.1M	11	5.01%	Increased
294	CM CS McKee Pittsburgh, Pennsylvania	$74.9M	-$7.64M	2	1.81%	Reduced
295	Factory Mutual Insurance Waltham, Massachusetts	$74.8M	+$1.27M	3	1.01%	Increased
296	Baird Milwaukee, Wisconsin	$74.4M	+$27.8M	11	0.79%	Increased
297	Arrowstreet Capital Boston, Massachusetts	$74.3M	+$25.6M	16	0.42%	Increased
298	LCS Levin Capital Strategies New York	$74.2M	-$19.3M	7	1.12%	Reduced
299	Fuller & Thaler Asset Management San Mateo, California	$73.6M	+$21.8M	7	2.65%	Increased
300	ACI AMP Capital Investors Sydney, Australia	$72.7M	+$6.06M	15	0.44%	Increased