← 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	NewEdge Advisors New Orleans, Louisiana	$44.3M	+$2.88M	39	0.5%	Increased
577	Maryland State Retirement & Pension System Baltimore, Maryland	$44.2M	-$820K	27	0.93%	Reduced
578	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$44.2M	+$5.29M	3	2.4%	Increased
579	SAM Shell Asset Management The Hague, Netherlands	$44M	+$718K	32	1.74%	Increased
580	Lido Advisors Los Angeles, California	$44M	+$5.43M	8	0.31%	Increased
581	P3I Progeny 3 Inc Kirkland, Washington	$43.9M	+$28.4M	1	6.65%	Increased
582	EIA Edgemoor Investment Advisors Bethesda, Maryland	$43.3M	-$3.63M	2	4.89%	Reduced
583	CAM Claret Asset Management Montreal, Quebec, Canada	$43.1M	-$1.38M	3	8.41%	Reduced
584	Paradigm Capital Management Inc Albany, New York	$42.9M	+$2.43M	4	2.46%	Increased
585	LSA L & S Advisors Los Angeles, California	$42.7M	+$24.9M	10	5.7%	Increased
586	JGUA John G. Ullman & Associates Corning, New York	$42.7M	-$1.79M	9	6.59%	Reduced
587	Railway Pension Investments London, United Kingdom	$42.5M	-$641K	3	0.42%	Reduced
588	MIM Montgomery Investment Management Rockville, Maryland	$42.5M	+$601K	4	14.28%	Increased
589	LCG Lisanti Capital Growth New York	$42.5M	+$4.12M	8	5.89%	Increased
590	Signature Estate & Investment Advisors Los Angeles, California	$42.5M	+$1.79M	1	1.41%	Increased
591	ZWJ Investment Counsel Atlanta, Georgia	$42.4M	+$1.64M	4	2.22%	Increased
592	Illinois Municipal Retirement Fund Oak Brook, Illinois	$42.4M	+$1.52M	18	0.85%	Increased
593	Ameritas Investment Partners Lincoln, Nebraska	$42.1M	-$300K	54	1.58%	Reduced
594	Fayez Sarofim & Co Houston, Texas	$42M	+$630K	6	0.15%	Increased
595	CC Cannell & Co New York	$41.9M	-$3.74M	4	1.39%	Reduced
596	SC Skylands Capital Milwaukee, Wisconsin	$41.7M	-$591K	5	5.99%	Reduced
597	LG Leuthold Group Minneapolis, Minnesota	$41.7M	+$19.4M	11	5.4%	Increased
598	SC Sasco Capital Fairfield, Connecticut	$41.7M	+$6.16M	2	4.94%	Increased
599	Atria Wealth Solutions New York	$41.5M	-$10M	15	0.57%	Reduced
600	South Dakota Investment Council Sioux Falls, South Dakota	$41.4M	-$9.83M	12	0.86%	Reduced