← 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	SCM Stadium Capital Management New Canaan, Connecticut	$45M	-$23.8M	1	22.46%	Reduced
477	FCI Financial Counselors Inc Overland Park, Kansas	$44.9M	+$1.23M	5	1.13%	Increased
478	Norinchukin Bank Tokyo, Japan	$44.8M	-$1.32M	8	0.64%	Reduced
479	Weiss Multi-Strategy Advisers New York	$44.7M	+$28.8M	7	0.86%	Increased
480	Nikko Asset Management Americas New York	$44.1M	+$7.6M	2	0.25%	Increased
481	Polar Asset Management Partners Toronto, Ontario, Canada	$44.1M	+$6.55M	9	0.48%	Increased
482	Anchor Capital Advisors Boston, Massachusetts	$44.1M	+$33.8M	4	1.01%	Increased
483	NTCM Nut Tree Capital Management New York	$43.9M	-$4.79M	1	9.81%	Reduced
484	Nomura Holdings Tokyo, Japan	$43.6M	+$7.98M	11	0.07%	Increased
485	YCM Yiheng Capital Management San Francisco, California	$43.5M	+$1.16M	1	2%	Increased
486	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$43.4M	-$8.79M	4	1.12%	Reduced
487	MAM Montanaro Asset Management London, United Kingdom	$43.3M	+$39.6M	1	7.3%	New
488	NI Nuance Investments Kansas City, Missouri	$42.9M	-$35.2M	2	0.83%	Reduced
489	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$42.8M	+$9.21M	3	2.94%	Increased
490	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$42.7M	+$2.81M	24	0.78%	Increased
491	Great Lakes Advisors Chicago, Illinois	$42.5M	-$4.28M	8	0.77%	Reduced
492	WestEnd Advisors Charlotte, North Carolina	$42.5M	-$1.99M	1	2.15%	Reduced
493	Dai-ichi Life Insurance Company Tokyo, Japan	$42.4M	+$1.21M	6	0.61%	Increased
494	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$42.3M	-$9.26M	3	1.33%	Reduced
495	Scharf Investments Los Gatos, California	$42.1M	+$39.6M	1	1.59%	New
496	Whittier Trust South Pasadena, California	$41.9M	+$9.64M	19	0.89%	Increased
497	FTCM Fir Tree Capital Management New York	$41.6M	-$5.84M	1	2.02%	Reduced
498	CIM Corda Investment Management Houston, Texas	$41.2M	-$1.55M	1	4.14%	Reduced
499	D.A. Davidson & Co Great Falls, Montana	$40.9M	+$137K	13	0.63%	Increased
500	Banco Santander Madrid, Spain	$40.9M	+$4.71M	6	0.29%	Increased