← 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
476	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$30M	+$1.25M	7	0.27%	Increased
477	Thompson Siegel & Walmsley Richmond, Virginia	$29.9M	+$6.15M	13	0.47%	Increased
478	WI Wafra Inc New York	$29.9M	+$427K	3	1.17%	Increased
479	AIM Atlantic Investment Management New York	$29.6M	+$27.4M	1	7.77%	Increased
480	PC Pier Capital Stamford, Connecticut	$29.6M	+$3.31M	5	5.87%	Increased
481	Nikko Asset Management Americas New York	$29.2M	+$6.93M	3	1.01%	Increased
482	DCM Daruma Capital Management New York	$29.2M	-$8.35M	2	3.88%	Reduced
483	AC Albar Capital London, United Kingdom	$29.1M	+$15.5M	2	30.03%	New
484	Xact Kapitalforvaltning Stockholm, Sweden	$29.1M	-$2.16M	26	0.75%	Reduced
485	VDBMI Van Den Berg Management I Austin, Texas	$29M	+$545K	2	4.29%	Increased
486	Barings Charlotte, North Carolina	$28.8M	-$6.27M	10	0.51%	Reduced
487	BBCM Broad Bay Capital Management New York	$28.6M	+$32.4M	2	15.82%	New
488	RAM RWC Asset Management London, United Kingdom	$28.5M	+$2.44M	1	1.48%	Increased
489	PGEBT Pactiv General Employee Benefit Trust Lake Forest, Illinois	$28.4M	+$29.3M	1	3.5%	New
490	Ruffer LLP London, United Kingdom	$28.2M	+$18.4M	4	0.88%	Increased
491	Donald Smith & Co New York	$28M	+$20M	1	1.03%	Increased
492	AIM Assured Investment Management New York	$27.9M	-$679K	20	0.79%	Reduced
493	Jefferies Group New York	$27.8M	-$11.6M	12	0.23%	Reduced
494	Oaktree Capital Management Los Angeles, California	$27.8M	+$5.07M	1	0.5%	Increased
495	Sit Investment Associates Minneapolis, Minnesota	$27.6M	-$5.15M	8	0.89%	Reduced
496	C Chescapmanager Baltimore, Maryland	$27.6M	+$5.95M	2	6.66%	Increased
497	Teacher Retirement System of Texas Austin, Texas	$27.4M	-$24.7M	6	0.26%	Reduced
498	Robeco Schweiz Zurich, Switzerland	$27.4M	+$7.73M	5	1.27%	Increased
499	Hillsdale Investment Management Toronto, Ontario, Canada	$27.4M	+$6.56M	7	3.24%	Increased
500	Curi RMB Capital Chicago, Illinois	$27.3M	+$1.82M	11	0.7%	Increased