← 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
376	1C 1060 Capital Denver, Colorado	$59.8M	+$27.4M	3	28.03%	Increased
377	Vident Investment Advisory Alpharetta, Georgia	$59.5M	-$12.2M	8	2.33%	Reduced
378	Norinchukin Bank Tokyo, Japan	$59.3M	-$2.85M	8	0.8%	Reduced
379	Ladenburg Thalmann Financial Services Miami, Florida	$59.1M	-$1.52M	50	0.49%	Reduced
380	FG Formula Growth Montreal, Quebec, Canada	$59M	-$14.3M	5	6.77%	Reduced
381	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$58.7M	$0	1	45.5%	Maintained
382	GC GMT Capital Atlanta, Georgia	$58.1M	-$22M	4	1.51%	Reduced
383	Vaughan Nelson Investment Management Houston, Texas	$57.8M	-$26.9M	2	0.67%	Reduced
384	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$57.7M	+$720K	2	6.89%	Increased
385	Janney Montgomery Scott Philadelphia, Pennsylvania	$56.6M	-$1.36M	22	0.49%	Reduced
386	CDH Charles D. Hyman	$56.6M	+$395K	3	5.87%	Increased
387	PM Pembroke Management Montreal, Quebec, Canada	$56.3M	-$4.9M	4	5.78%	Reduced
388	CGM Capital Growth Management Boston, Massachusetts	$56M	+$53.2M	1	2.89%	New
389	Fjarde Ap-fonden Stockholm, Sweden	$55.6M	-$2.2M	8	0.82%	Reduced
390	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$55.3M	-$495K	2	5.75%	Reduced
391	Disciplined Growth Investors Minneapolis, Minnesota	$55.2M	-$1.32M	1	0.92%	Reduced
392	MSA Mason Street Advisors Milwaukee, Wisconsin	$54.4M	-$75.4K	29	1.12%	Reduced
393	KeyBank National Association Cleveland, Ohio	$54.2M	+$321K	14	0.3%	Increased
394	Appaloosa LP Short Hills, New Jersey	$54.2M	+$8.83M	1	0.95%	Increased
395	Jefferies Group New York	$54M	-$25.2M	20	0.35%	Reduced
396	HBK Investments Dallas, Texas	$53.7M	+$3.83M	17	0.43%	Increased
397	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$53.7M	+$3.39M	6	0.36%	Increased
398	Bradley Foster & Sargent Hartford, Connecticut	$53.2M	-$155K	3	1.81%	Reduced
399	HCM Highline Capital Management New York	$53M	-$19.5M	1	2.45%	Reduced
400	TA Teton Advisors Rye, New York	$52.2M	-$768K	10	4.58%	Reduced