← 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	JGC J. Goldman & Co New York	$94M	+$45.9M	2	2.36%	Increased
552	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$93.8M	-$7.5M	34	1.57%	Reduced
553	SummitTX Capital Fort Worth, Texas	$93.4M	+$4.08M	19	3.86%	Increased
554	Cresset Asset Management Chicago, Illinois	$92.5M	-$2.39M	25	0.4%	Reduced
555	Nikko Asset Management Americas New York	$92.5M	+$14.8M	2	0.9%	Increased
556	Stratos Wealth Partners Beachwood, Ohio	$92.2M	+$3.81M	17	1.09%	Increased
557	Douglas Lane & Associates New York	$92.1M	+$2.09M	6	1.28%	Increased
558	AHT Amanah Holdings Trust London,	$91.9M	$0	2	18.35%	Maintained
559	OAM Ostrum Asset Management Paris, France	$91.6M	+$32.4M	16	4.12%	Increased
560	WA Waddell & Associates Memphis, Tennessee	$91.6M	+$3.63M	5	7.79%	Increased
561	WIM Weitz Investment Management Omaha, Nebraska	$91.4M	+$227K	2	4.96%	Increased
562	Boothbay Fund Management New York	$91.2M	-$27.7M	32	1.33%	Reduced
563	Quadrature Capital London, United Kingdom	$90.6M	+$45.2M	15	1.07%	Increased
564	Capital International Inc Los Angeles, California	$90.4M	+$41.6M	5	0.72%	Increased
565	DLP De Lisle Partners Poole, United Kingdom	$90.3M	+$8.97M	13	11.1%	Increased
566	DF DNCA Finance Paris, France	$90.1M	-$4.98M	3	6.17%	Reduced
567	LCM Lionstone Capital Management New York	$89.9M	$0	1	21.02%	Maintained
568	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$89.8M	-$703K	6	5.15%	Reduced
569	Dana Investment Advisors Waukesha, Wisconsin	$89.5M	+$13.8M	14	2.62%	Increased
570	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$88.8M	-$2.34M	3	5.32%	Reduced
571	CSM Advisors Warrendale, Pennsylvania	$88.6M	-$25.1M	12	2.48%	Reduced
572	Washington Trust Westerly, Rhode Island	$88.6M	+$1.3M	8	2.91%	Increased
573	TCW Group Los Angeles, California	$88M	+$27.5M	8	0.74%	Increased
574	ZP Zimmer Partners New York	$88M	-$33.9M	6	1.9%	Reduced
575	Illinois Municipal Retirement Fund Oak Brook, Illinois	$87.9M	+$5.11M	24	1.12%	Increased