← 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
451	QI QV Investors Calgary, Alberta, Canada	$55.6M	-$15M	1	4.21%	Reduced
452	Xponance Philadelphia, Pennsylvania	$55.4M	-$2.84M	20	1.05%	Reduced
453	TC Towle & Co Denver, Colorado	$55.3M	-$12.9M	3	6.94%	Reduced
454	EMG ETF Managers Group Summit, New Jersey	$55.2M	+$9.19M	10	1.04%	Increased
455	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$54.9M	-$33.6K	4	2.24%	Reduced
456	Banco Santander Madrid, Spain	$54.9M	+$11.9M	6	0.3%	Increased
457	FMW Farr Miller & Washington Washington, District of Columbia	$54.9M	+$274K	5	3.58%	Increased
458	Mercer Global Advisors Denver, Colorado	$54.8M	+$4.11M	19	0.38%	Increased
459	BCA Bernzott Capital Advisors Camarillo, California	$54.7M	+$9.27M	2	4.93%	Increased
460	Nomura Holdings Tokyo, Japan	$54.5M	+$45.2M	10	0.14%	Increased
461	Group One Trading Chicago, Illinois	$54.5M	+$3.79M	25	0.06%	Increased
462	Anchor Capital Advisors Boston, Massachusetts	$54.1M	+$854K	4	1.12%	Increased
463	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$54M	-$18.3M	3	2.26%	Reduced
464	SAM Southernsun Asset Management Memphis, Tennessee	$54M	+$5.02M	1	5.71%	Increased
465	EP Edgestream Partners Princeton, New Jersey	$53.8M	-$2.36M	12	3.32%	Reduced
466	Ancora Advisors Cleveland, Ohio	$53.6M	-$10.4M	29	1.38%	Reduced
467	CI Cooper Investors Melbourne, Victoria, Australia	$53.3M	+$15.4M	1	3.53%	Increased
468	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$53.3M	-$6.27M	6	5.35%	Reduced
469	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$53.1M	-$438K	13	4.75%	Reduced
470	WCM Investment Management Laguna Beach, California	$53.1M	+$1.2M	3	0.12%	Increased
471	Hennessy Advisors Inc Novato, California	$52.8M	-$3.04M	4	3.15%	Reduced
472	FSCM Front Street Capital Management Missoula, Montana	$52.7M	+$350K	2	10.13%	Increased
473	SCA Summit Creek Advisors Minneapolis, Minnesota	$52.5M	-$2.98M	3	5.55%	Reduced
474	ACM Alua Capital Management New York	$52.4M	+$56M	1	2.7%	New
475	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$52.2M	+$6.1M	9	1.24%	Increased