← 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
326	CIBC World Market Toronto, Ontario, Canada	$122M	+$9.38M	13	0.39%	Increased
327	AC Alleghany Corporation New York	$121M	$0	1	3.82%	Maintained
328	ACB Aristotle Capital Boston Boston, Massachusetts	$121M	+$4.94M	3	3.05%	Increased
329	Teacher Retirement System of Texas Austin, Texas	$120M	-$19.5M	36	0.61%	Reduced
330	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$119M	-$5.15M	3	4.64%	Reduced
331	PIP Permian Investment Partners Dallas, Texas	$119M	-$1.21M	1	14.26%	Reduced
332	Alyeska Investment Group Chicago, Illinois	$118M	+$8.52M	5	1.3%	Increased
333	Aviva London, United Kingdom	$118M	-$63.6M	19	0.59%	Reduced
334	Squarepoint New York	$117M	-$18.1M	40	0.5%	Reduced
335	Bradley Foster & Sargent Hartford, Connecticut	$114M	+$157K	8	2.44%	Increased
336	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$114M	-$23M	13	0.55%	Reduced
337	SAM Scopus Asset Management New York	$113M	-$12.8M	8	2.8%	Reduced
338	Emerald Advisers Leola, Pennsylvania	$113M	+$1.73M	6	4.3%	Increased
339	United Capital Financial Advisors Irving, Texas	$113M	+$688K	11	0.55%	Increased
340	State of Michigan Retirement System Lansing, Michigan	$112M	-$94K	20	0.65%	Reduced
341	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$111M	-$47.2M	8	0.55%	Reduced
342	CDH Charles D. Hyman	$111M	+$431K	3	7%	Increased
343	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$110M	+$13.1M	6	0.26%	Increased
344	ARK Investment Management St. Petersburg, Florida	$110M	-$18.6M	4	0.46%	Reduced
345	TPSF Texas Permanent School Fund Austin, Texas	$110M	-$4.59M	31	1.49%	Reduced
346	PPC Park Presidio Capital San Francisco, California	$109M	-$81.5M	2	16.66%	Reduced
347	ACM Atlanta Capital Management Atlanta, Georgia	$109M	-$3.46M	2	0.4%	Reduced
348	Gateway Investment Advisers Cincinnati, Ohio	$108M	-$4.57M	3	1.07%	Reduced
349	Cambridge Investment Research Advisors Fairfield, Iowa	$108M	+$1.59M	31	0.5%	Increased
350	Capital International Inc Los Angeles, California	$108M	-$11.5M	3	1.21%	Reduced