← 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
401	IAM Impax Asset Management Portsmouth, New Hampshire	$54.2M	+$2.85M	4	3.21%	Increased
402	Foresters Investment Management New York	$54.1M	-$901K	3	0.92%	Reduced
403	RCM Rutabaga Capital Management Boston, Massachusetts	$54.1M	+$14.4M	5	11.71%	Increased
404	Janney Montgomery Scott Philadelphia, Pennsylvania	$54M	+$5.8M	22	0.52%	Increased
405	FP Foundry Partners Minneapolis, Minnesota	$53.9M	+$2.07M	12	2.2%	Increased
406	Fjarde Ap-fonden Stockholm, Sweden	$53.8M	-$82.9K	8	0.81%	Reduced
407	Banco Santander Madrid, Spain	$53.7M	+$11.8M	8	0.63%	Increased
408	Jupiter Investment Management London, United Kingdom	$53.2M	+$10.6M	4	0.38%	Increased
409	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$53.1M	+$58.8M	1	3.78%	New
410	MSA Mason Street Advisors Milwaukee, Wisconsin	$53M	+$834K	29	1.16%	Increased
411	Saturna Capital Bellingham, Washington	$52M	$0	1	1.67%	Maintained
412	RI Redwood Investments Boston, Massachusetts	$51.9M	-$3.29M	5	3.59%	Reduced
413	SCA Southpoint Capital Advisors New York	$51.7M	-$4.36M	1	2.2%	Reduced
414	Ariel Investments Chicago, Illinois	$51.5M	-$3.08M	1	0.58%	Reduced
415	PEAK6 Group Chicago, Illinois	$50.7M	-$424K	15	0.22%	Reduced
416	SAM Shell Asset Management The Hague, Netherlands	$50.7M	-$7.07M	23	1.04%	Reduced
417	JP Morgan Private Wealth Advisors San Francisco, California	$50.5M	+$4.53M	16	0.28%	Increased
418	AIM Assured Investment Management New York	$50.3M	+$4.67M	19	0.94%	Increased
419	TCM Tributary Capital Management Omaha, Nebraska	$50.3M	+$939K	6	3.94%	Increased
420	KeyBank National Association Cleveland, Ohio	$50M	-$196K	12	0.29%	Reduced
421	KMC Kirr Marbach & Co Columbus, Indiana	$50M	-$1.37M	3	10.85%	Reduced
422	Bridgewater Associates Westport, Connecticut	$49.7M	+$29.4M	7	0.5%	Increased
423	AAM ACK Asset Management Greenwich, Connecticut	$49.6M	-$1.91M	3	13.25%	Reduced
424	Bradley Foster & Sargent Hartford, Connecticut	$48.9M	+$20.3M	3	1.75%	Increased
425	Chilton Investment Company Stamford, Connecticut	$48.7M	-$50.4M	2	1.71%	Reduced