← 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
301	ACM Alua Capital Management New York	$146M	+$5.47M	1	10.04%	Increased
302	Arizona State Retirement System Phoenix, Arizona	$145M	-$543K	39	1.18%	Reduced
303	Moore Capital Management New York	$144M	+$80.1M	10	2.47%	Increased
304	Todd Asset Management Louisville, Kentucky	$139M	-$78.2K	4	3.24%	Reduced
305	Quadrature Capital London, United Kingdom	$139M	+$58.8M	19	3.04%	Increased
306	Bowen Hanes & Co Ponte Vedra Beach, Florida	$138M	+$10.5K	4	4.42%	Increased
307	SAM Scopus Asset Management New York	$137M	-$6.01M	6	3.85%	Reduced
308	M&T Bank Buffalo, New York	$137M	+$1.82M	25	0.51%	Increased
309	Mawer Investment Management Calgary, Alberta, Canada	$137M	-$2.21M	2	0.72%	Reduced
310	Verition Fund Management Greenwich, Connecticut	$135M	+$4.7M	22	1.81%	Increased
311	Rubric Capital Management (New York) New York	$135M	+$3.63M	2	5.78%	Increased
312	B BloombergSen Toronto, Ontario, Canada	$135M	-$4.86M	1	9.28%	Reduced
313	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$134M	+$6.42M	31	1.05%	Increased
314	SC Shellback Capital Boston, Massachusetts	$134M	+$57.2M	5	11.85%	Increased
315	IR IAT Reinsurance New York	$133M	$0	2	25.71%	Maintained
316	TCAM Turtle Creek Asset Management Toronto, Ontario, Canada	$133M	+$24.1M	2	3.81%	Increased
317	NC Nitorum Capital New York	$132M	+$7.65M	2	13.33%	Increased
318	AAM ACK Asset Management Greenwich, Connecticut	$131M	-$27.6M	3	16.28%	Reduced
319	Employees Retirement System of Texas Austin, Texas	$130M	+$22.2M	4	1.78%	Increased
320	ExodusPoint Capital Management New York	$129M	-$38.4M	32	1.05%	Reduced
321	Glenmede Trust Philadelphia, Pennsylvania	$129M	+$84.8K	23	0.73%	Increased
322	United Capital Financial Advisors Irving, Texas	$128M	+$19.9M	12	0.7%	Increased
323	State of Michigan Retirement System Lansing, Michigan	$128M	-$432K	20	0.79%	Reduced
324	Energy Income Partners Westport, Connecticut	$127M	-$17.5M	1	2.7%	Reduced
325	Channing Capital Management Chicago, Illinois	$126M	-$1.2M	3	3.88%	Reduced