← 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
526	Davis Selected Advisers Tucson, Arizona	$21.6M	+$1.78M	3	0.09%	Increased
527	Washington Trust Westerly, Rhode Island	$21.6M	-$110K	3	1.47%	Reduced
528	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$21.4M	+$7.71M	4	4.41%	Increased
529	NAP New Amsterdam Partners New York	$21.4M	+$17.6M	2	2.21%	Increased
530	Bradley Foster & Sargent Hartford, Connecticut	$21.4M	-$1.63M	2	0.98%	Reduced
531	ICM Intrepid Capital Management Jacksonville Beach, Florida	$21.3M	-$7.06M	1	7.27%	Reduced
532	BCM Basswood Capital Management New York	$21.3M	-$7.76M	6	1.13%	Reduced
533	Burgundy Asset Management Toronto, Ontario, Canada	$21.2M	+$63.2K	1	0.23%	Increased
534	KG Killen Group Berwyn, Pennsylvania	$21.2M	-$592K	3	2.19%	Reduced
535	Polar Asset Management Partners Toronto, Ontario, Canada	$21.1M	+$8.76M	4	1.1%	Increased
536	PCM Pamplona Capital Management New York	$21.1M	$0	1	37.22%	Maintained
537	BP Banbury Partners Charlotte, North Carolina	$21M	+$19.7K	1	8.52%	Increased
538	Raymond James Financial Services Advisors St. Petersburg, Florida	$21M	+$3.32M	7	0.25%	Increased
539	CIBC Asset Management Toronto, Ontario, Canada	$20.9M	-$484K	13	0.17%	Reduced
540	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$20.8M	-$28K	1	1.65%	Reduced
541	Hudson Bay Capital Management Stamford, Connecticut	$20.7M	-$7.93M	3	1.18%	Reduced
542	SL Summitry LLC Foster City, California	$20.7M	+$861K	2	2.19%	Increased
543	WC Weatherbie Capital Boston, Massachusetts	$20.7M	-$4.33M	3	2.43%	Reduced
544	RCMC RK Capital Management (Colorado) Denver, Colorado	$20.5M	+$9.51M	1	3.58%	Increased
545	TCM Tributary Capital Management Omaha, Nebraska	$20.4M	+$1.6M	5	3.38%	Increased
546	Martingale Asset Management Boston, Massachusetts	$20.4M	+$8.48M	10	0.45%	Increased
547	QCMC Quantum Capital Management (California) San Francisco, California	$20.4M	+$8.12M	1	2.66%	Increased
548	Jane Street New York	$20.4M	-$29.7M	19	0.13%	Reduced
549	MPAM Monarch Partners Asset Management Boston, Massachusetts	$20.3M	+$15.3M	4	2.12%	Increased
550	Freestone Capital Holdings Seattle, Washington	$20.3M	+$414K	7	2.1%	Increased