← 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	Advisors Capital Management Ridgewood, New Jersey	$52.3M	+$16.2M	4	1.25%	Increased
527	Factory Mutual Insurance Waltham, Massachusetts	$52.2M	-$4.82M	2	0.77%	Reduced
528	Davidson Kempner Capital Management New York	$52.1M	+$17.6M	1	1%	Increased
529	Cartenna Capital Stamford, Connecticut	$52.1M	+$3.23M	3	4.18%	Increased
530	Pacer Advisors Malvern, Pennsylvania	$52M	-$36.2M	23	0.21%	Reduced
531	Glenview Trust Louisville, Kentucky	$52M	-$1.15M	6	1.42%	Reduced
532	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$52M	-$735K	16	4.67%	Reduced
533	Orbis Allan Gray Hamilton, Bermuda	$51.7M	-$716K	1	0.37%	Reduced
534	AE Wealth Management Topeka, Kansas	$51.3M	-$2M	17	0.31%	Reduced
535	Jump Financial Chicago, Illinois	$51.2M	+$14.9M	39	1.89%	Increased
536	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$51.1M	+$14.9M	2	3.23%	Increased
537	MCI McDonald Capital Investors Orinda, California	$51M	-$1.16M	1	3.8%	Reduced
538	SC Steginsky Capital Port Washington, New York	$50.3M	+$1.05M	1	15.7%	Increased
539	SCA Summit Creek Advisors Minneapolis, Minnesota	$50.1M	+$3.95M	4	6.27%	Increased
540	Nissay Asset Management Tokyo, Japan	$49.9M	-$11M	10	0.43%	Reduced
541	First Manhattan New York	$49.6M	-$1.32M	19	0.18%	Reduced
542	Norinchukin Bank Tokyo, Japan	$49.5M	+$7.9M	8	0.83%	Increased
543	Soros Fund Management New York	$49.4M	+$20.9M	3	0.77%	Increased
544	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$49.4M	$0	3	5.27%	Maintained
545	Stonegate Investment Group Birmingham, Alabama	$49.4M	+$279K	4	1.76%	Increased
546	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$49.3M	+$2.27M	3	5.59%	Increased
547	Capital International Inc Los Angeles, California	$49.1M	+$7.77M	4	0.89%	Increased
548	CIM Corda Investment Management Houston, Texas	$49.1M	-$1.31M	1	3.84%	Reduced
549	Equity Investment Corp Atlanta, Georgia	$48.9M	-$167K	1	1.51%	Reduced
550	E. Ohman J:or Asset Management Stockholm, Sweden	$48.7M	+$2.32M	5	1.76%	Increased