← 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	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$54.3M	+$9.95M	3	6.9%	Increased
477	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$54.1M	-$42.9M	14	0.13%	Reduced
478	DCM Dupont Capital Management Wilmington, Delaware	$53.7M	-$18.6M	19	1.3%	Reduced
479	FSCM Front Street Capital Management Missoula, Montana	$53.4M	-$3.23M	2	10.1%	Reduced
480	SCA Summit Creek Advisors Minneapolis, Minnesota	$53.3M	-$6.12M	3	6.35%	Reduced
481	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$53.3M	+$1.14M	1	31.73%	Increased
482	Dai-ichi Life Insurance Company Tokyo, Japan	$53.2M	+$1.7M	7	0.73%	Increased
483	DACG Donor Advised Charitable Giving San Francisco, California	$53.1M	+$14.4M	5	5.45%	Increased
484	PAG Pinnacle Advisory Group Columbia, Maryland	$52.8M	+$12.1M	1	2.43%	Increased
485	NN Investment Partners Holdings The Hague, Netherlands	$52.8M	+$7.71M	10	0.31%	Increased
486	Norinchukin Bank Tokyo, Japan	$52.6M	-$5.99M	8	0.72%	Reduced
487	Disciplined Growth Investors Minneapolis, Minnesota	$52.1M	-$7.03M	1	1.06%	Reduced
488	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$51.9M	-$1.71M	12	5.08%	Reduced
489	Hennessy Advisors Inc Novato, California	$51.8M	-$20.2M	4	3.02%	Reduced
490	Banco Santander Madrid, Spain	$51.4M	-$1.08M	10	0.36%	Reduced
491	Mercer Global Advisors Denver, Colorado	$51.2M	+$16.6M	22	0.47%	Increased
492	ExodusPoint Capital Management New York	$51.1M	-$7.83M	36	0.74%	Reduced
493	SC Skylands Capital Milwaukee, Wisconsin	$50.9M	+$970K	5	6.48%	Increased
494	Whittier Trust South Pasadena, California	$50.8M	-$4.31M	23	0.99%	Reduced
495	AIA AGF Investments America Toronto, Ontario, Canada	$50.8M	+$9.03M	4	12.85%	Increased
496	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$50.8M	-$9.17M	3	1.78%	Reduced
497	Cookson Peirce & Co Pittsburgh, Pennsylvania	$50.2M	+$27M	7	3.29%	Increased
498	Gotham Asset Management New York	$50.1M	-$25M	20	2.23%	Reduced
499	FBA Front Barnett Associates Chicago, Illinois	$49.7M	+$375K	2	5.53%	Increased
500	Scharf Investments Los Gatos, California	$49.7M	-$277K	1	1.72%	Reduced