← 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
551	ZWJ Investment Counsel Atlanta, Georgia	$23.9M	+$7.34M	2	2.5%	Increased
552	CIBC Asset Management Toronto, Ontario, Canada	$23.7M	-$3.2M	14	0.17%	Reduced
553	TI Think Investments San Francisco, California	$23.6M	$0	1	8.74%	Maintained
554	Dodge & Cox San Francisco, California	$23.6M	-$7.58M	5	0.02%	Reduced
555	ED Exane Derivatives Paris, France	$23.6M	+$20.1M	7	2.6%	Increased
556	Whitebox Advisors Minneapolis, Minnesota	$23.3M	+$3.97M	5	0.9%	Increased
557	SWITC Stewart West Indies Trading Company Boulder, Colorado	$23.3M	+$3.26M	1	2.26%	Increased
558	SFP Santa Fe Partners Santa Fe, New Mexico	$23.3M	+$11M	10	2.82%	Increased
559	Burney Company Reston, Virginia	$23.2M	+$6.71M	7	1.59%	Increased
560	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$23.1M	+$4.19M	2	2.35%	Increased
561	Granahan Investment Management Waltham, Massachusetts	$23M	+$11.9M	3	0.66%	Increased
562	QI QV Investors Calgary, Alberta, Canada	$23M	-$1.62M	1	2.63%	Reduced
563	Davis Selected Advisers Tucson, Arizona	$23M	+$1.82M	3	0.08%	Increased
564	Braun Stacey Associates New York	$23M	-$10.4M	1	1.35%	Reduced
565	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$23M	-$12.1M	17	0.41%	Reduced
566	CIBC Private Wealth Group Atlanta, Georgia	$23M	+$1.64M	7	0.17%	Increased
567	GMCM Gruber & McBaine Capital Management San Francisco, California	$22.9M	-$1.2M	9	6.09%	Reduced
568	Nomura Asset Management Tokyo, Japan	$22.8M	+$734K	10	0.41%	Increased
569	VBCP Vollero Beach Capital Partners New York	$22.7M	+$7.5M	2	2.25%	Increased
570	GA GFS Advisors Houston, Texas	$22.6M	+$7.03M	4	7.93%	Increased
571	SRC Shufro Rose & Co New York	$22.5M	+$479K	4	2.32%	Increased
572	BCM Brown Capital Management Baltimore, Maryland	$22.4M	-$7.86M	2	0.37%	Reduced
573	SL Summitry LLC Foster City, California	$22.2M	+$10.7M	1	2.6%	Increased
574	Washington Trust Westerly, Rhode Island	$22.2M	-$4.66M	3	1.47%	Reduced
575	TGA Trilogy Global Advisors Winter Park, Florida	$22M	+$21.7M	1	0.47%	New