← 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	Andra AP-fonden Goteborg, Sweden	$44.4M	-$13.9M	5	0.91%	Reduced
527	YCM Yiheng Capital Management San Francisco, California	$44.3M	+$172K	1	1.78%	Increased
528	MCM Maryland Capital Management Towson, Maryland	$44.1M	+$475K	2	2.66%	Increased
529	2L 22NW LP Seattle, Washington	$43.4M	-$170K	5	11.67%	Reduced
530	NRS Neville Rodie & Shaw New York	$43.4M	+$731K	6	3.35%	Increased
531	SAM Southeastern Asset Management Memphis, Tennessee	$43.4M	-$1.02M	1	0.87%	Reduced
532	IFM Investors Melbourne, Australia	$43.3M	+$8.28M	7	0.88%	Increased
533	1832 Asset Management Toronto, Ontario, Canada	$43.1M	-$427M	8	0.08%	Reduced
534	Gofen & Glossberg Chicago, Illinois	$42.8M	+$1.82M	5	1.02%	Increased
535	Polar Asset Management Partners Toronto, Ontario, Canada	$42.7M	-$1.66M	11	0.44%	Reduced
536	Pinnacle Associates New York	$42.6M	-$1.82M	12	0.77%	Reduced
537	CC Cannell Capital Alta, Wyoming	$42.6M	-$368K	2	6.84%	Reduced
538	Moore Capital Management New York	$42.5M	-$126M	7	0.6%	Reduced
539	MML Investors Services Springfield, Massachusetts	$42.5M	+$1.1M	20	0.36%	Increased
540	NSCM New South Capital Management Memphis, Tennessee	$42.4M	-$639K	1	1.18%	Reduced
541	Gotham Asset Management New York	$42.3M	-$7.74M	21	1.79%	Reduced
542	ZWJ Investment Counsel Atlanta, Georgia	$42.1M	-$602K	3	2.43%	Reduced
543	Tower Research Capital (TRC) New York	$41.9M	-$15M	71	1.09%	Reduced
544	ECG Edge Capital Group Atlanta, Georgia	$41.8M	+$27.1M	3	3.34%	Increased
545	Cetera Advisor Networks El Segundo, California	$41.5M	+$17.2M	18	0.59%	Increased
546	Adams Diversified Equity Fund Baltimore, Maryland	$40.8M	-$714K	2	1.61%	Reduced
547	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$40.3M	$0	4	5.05%	Maintained
548	SCM Sandler Capital Management New York	$40M	-$7.3M	6	3.13%	Reduced
549	CI Cooper Investors Melbourne, Victoria, Australia	$39.9M	+$7.43M	1	2.62%	Increased
550	PFC Poplar Forest Capital Pasadena, California	$39.9M	-$6.58M	5	3.92%	Reduced