← 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
576	MCM Maryland Capital Management Towson, Maryland	$20.6M	+$115K	3	2.98%	Increased
577	Klingenstein Fields & Co New York	$20.5M	+$5.22M	2	0.87%	Increased
578	FA Friess Associates Greenville, Delaware	$20.3M	+$18.6M	2	1.74%	Increased
579	KCM Knighthead Capital Management New York	$20.3M	+$408K	1	6.81%	Increased
580	Hawk Ridge Capital Management Los Angeles, California	$20.2M	-$8.72M	2	6.29%	Reduced
581	AIA Affinity Investment Advisors Newport Beach, California	$20.2M	-$5.2M	5	3.53%	Reduced
582	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$20.2M	+$3.35M	1	1.29%	Increased
583	O'Shaughnessy Asset Management Stamford, Connecticut	$20.2M	-$596K	17	0.51%	Reduced
584	Trillium Asset Management Boston, Massachusetts	$20.1M	+$50K	4	1.16%	Increased
585	ZDA Zweig-DiMenna Associates New York	$20.1M	-$354K	3	1.99%	Reduced
586	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$20M	-$280K	8	0.62%	Reduced
587	AP Atwood & Palmer Kansas City, Missouri	$19.9M	+$13.9M	4	3.17%	Increased
588	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$19.9M	+$14.6M	9	1.55%	Increased
589	PFC Phocas Financial Corp Alameda, California	$19.7M	+$3.66M	4	2.2%	Increased
590	WIC Willis Investment Counsel Gainesville, Georgia	$19.7M	+$3.39M	3	1.47%	Increased
591	TAM Third Avenue Management New York	$19.7M	-$736K	4	1.59%	Reduced
592	ALAM Asahi Life Asset Management Tokyo, Japan	$19.6M	+$20.1M	1	3.07%	New
593	Cubist Systematic Strategies Stamford, Connecticut	$19.6M	+$5.37M	33	0.93%	Increased
594	EdgePoint Investment Group Toronto, Ontario, Canada	$19.5M	-$13.3M	1	0.23%	Reduced
595	Capital Fund Management (CFM) Paris, France	$19.5M	-$79M	12	0.17%	Reduced
596	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$19.4M	+$21.6M	1	14.38%	New
597	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$19.2M	$0	3	12.3%	Maintained
598	RCM Riverhead Capital Management Wilmington, Delaware	$19.2M	-$3.27M	29	0.86%	Reduced
599	SC Selz Capital New York	$19.2M	-$22M	1	5.66%	Reduced
600	CC Cannell & Co New York	$19M	-$8.05M	4	0.83%	Reduced