← 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
426	Dai-ichi Life Insurance Company Tokyo, Japan	$39.5M	+$4.31M	6	1.07%	Increased
427	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$39.2M	-$3.44M	9	0.74%	Reduced
428	Ladenburg Thalmann Financial Services Miami, Florida	$39M	+$904K	51	0.5%	Increased
429	Candriam SCA Strassen, Luxembourg, Luxembourg	$38.8M	+$4.02M	8	0.75%	Increased
430	ECP Elk Creek Partners Denver, Colorado	$38.4M	+$9.57M	2	2.35%	Increased
431	PPC Park Presidio Capital San Francisco, California	$38.2M	-$2.48M	1	6.2%	Reduced
432	VHMC Value Holdings Management Company Hampton Bays, New York	$38.2M	-$16.6M	5	15.98%	Reduced
433	TC Towle & Co Denver, Colorado	$37.6M	+$4.75M	1	4.33%	Increased
434	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$37.1M	+$14.5M	4	0.38%	Increased
435	CG Clinton Group New York	$37M	+$3.61M	18	2.15%	Increased
436	Peregrine Capital Management Minneapolis, Minnesota	$36.7M	+$1.69M	2	0.93%	Increased
437	D.A. Davidson & Co Great Falls, Montana	$36.7M	-$10.3M	28	0.89%	Reduced
438	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$36.6M	-$152K	13	0.4%	Reduced
439	RI Redwood Investments Boston, Massachusetts	$36.5M	+$14.9M	6	3.61%	Increased
440	QI QV Investors Calgary, Alberta, Canada	$36.4M	-$6.33K	2	3.75%	Reduced
441	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$36.4M	+$13.1M	18	0.65%	Increased
442	RHBC R.H. Bluestein & Co Birmingham, Michigan	$36.3M	-$12.2M	13	2.18%	Reduced
443	Conestoga Capital Advisors Wayne, Pennsylvania	$35.9M	+$2.85M	2	2.17%	Increased
444	TCM Tributary Capital Management Omaha, Nebraska	$35.7M	+$5.91M	5	3.49%	Increased
445	BlueCrest Capital Management St Helier, Jersey	$35.5M	+$4.05M	14	1.68%	Increased
446	M&T Bank Buffalo, New York	$35.2M	-$1.43M	19	0.21%	Reduced
447	BA Broadview Advisors Milwaukee, Wisconsin	$34.8M	-$5.11M	3	4.8%	Reduced
448	PP PDT Partners New York	$34.7M	+$521K	8	1.82%	Increased
449	Robeco Schweiz Zurich, Switzerland	$34.6M	+$2.44M	5	2.95%	Increased
450	WI Wafra Inc New York	$34.5M	+$2.77M	3	1.77%	Increased