← 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	UBS O'Connor Chicago, Illinois	$45.3M	+$29.6M	3	0.65%	Increased
527	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$44.9M	+$5.24M	8	1.18%	Increased
528	BAPIM British Airways Pensions Investment Management London, United Kingdom	$44.8M	+$3.79M	3	1.76%	Increased
529	Pacer Advisors Malvern, Pennsylvania	$44.7M	+$3.89M	27	0.78%	Increased
530	IECM Intrinsic Edge Capital Management Chicago, Illinois	$44.6M	-$29.3M	6	3.04%	Reduced
531	B. Metzler seel. Sohn & Co Frankfurt, Germany	$44.5M	-$1.34M	12	0.73%	Reduced
532	AustralianSuper Melbourne, Australia	$44M	+$25.5M	1	0.34%	Increased
533	NSCM New South Capital Management Memphis, Tennessee	$44M	-$505K	1	1.29%	Reduced
534	Adams Diversified Equity Fund Baltimore, Maryland	$43.8M	$0	2	1.87%	Maintained
535	TCIM TOMS Capital Investment Management New York	$43.7M	+$38.8M	1	3.13%	New
536	PFC Poplar Forest Capital Pasadena, California	$43.7M	-$1.45M	5	4.37%	Reduced
537	MCI McDonald Capital Investors Orinda, California	$43.6M	-$447K	1	3.48%	Reduced
538	Donald Smith & Co New York	$43.6M	-$165K	1	1.69%	Reduced
539	Gofen & Glossberg Chicago, Illinois	$43.5M	+$98K	5	1.11%	Increased
540	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$43.4M	-$720K	4	5.77%	Reduced
541	Letko, Brosseau & Associates Montreal, Quebec, Canada	$42.7M	-$4.23M	2	0.58%	Reduced
542	PP PDT Partners New York	$42.7M	+$13.7M	13	3.07%	Increased
543	Brinker Capital Investments Berwyn, Pennsylvania	$42.4M	-$5.74M	19	0.64%	Reduced
544	MML Investors Services Springfield, Massachusetts	$42.4M	+$8.1M	19	0.41%	Increased
545	NRS Neville Rodie & Shaw New York	$42.3M	+$3.23M	5	3.51%	Increased
546	2L 22NW LP Seattle, Washington	$42.3M	+$4.42M	4	13.03%	Increased
547	GF Greenhouse Funds Baltimore, Maryland	$42.3M	+$2.14M	2	4.54%	Increased
548	Maverick Capital Dallas, Texas	$42.2M	+$32.6M	5	0.39%	Increased
549	NIG NFJ Investment Group Dallas, Texas	$42.1M	+$37.3M	7	0.84%	New
550	TCM Tran Capital Management San Rafael, California	$41.9M	+$29.8M	1	3.73%	Increased