← 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	OBAM ODDO BHF Asset Management Paris, France	$87.7M	+$4M	11	3.34%	Increased
577	First Pacific Advisors El Segundo, California	$87.5M	+$138K	1	1.21%	Increased
578	Evergreen Capital Management Bellevue, Washington	$87.1M	+$10.9M	26	2.07%	Increased
579	CAM Cacti Asset Management Atlanta, Georgia	$86.9M	$0	1	5.72%	Maintained
580	Stephens Inc Little Rock, Arkansas	$86.3M	-$385K	17	1.1%	Reduced
581	AAM AMI Asset Management Los Angeles, California	$85.9M	-$1.44M	2	4.8%	Reduced
582	Bridges Investment Management Omaha, Nebraska	$85.8M	-$636K	12	1.1%	Reduced
583	ASR Vermogensbeheer Utrecht, Netherlands	$85.8M	+$362K	13	1.04%	Increased
584	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$85.7M	-$465K	7	6.27%	Reduced
585	NCGI Next Century Growth Investors Plymouth, Minnesota	$85.4M	-$15.8M	8	6.22%	Reduced
586	Commerzbank Aktiengesellschaft Frankfurt, Germany	$85.3M	-$6.05M	6	1.77%	Reduced
587	Aquatic Capital Management Chicago, Illinois	$84.9M	+$11.9M	31	1.58%	Increased
588	Country Trust Bank Bloomington, Illinois	$84.8M	-$23.6M	10	1.86%	Reduced
589	YCM Yaupon Capital Management New York	$84.5M	+$25.9M	5	3.23%	Increased
590	Snyder Capital Management San Francisco, California	$84.5M	-$1.3M	1	1.6%	Reduced
591	ORIO Old Republic International (ORI) Chicago, Illinois	$84.5M	$0	1	3.13%	Maintained
592	iA Global Asset Management Quebec, Quebec, Canada	$84M	+$6.68M	8	1.15%	Increased
593	HM Payson & Co Portland, Maine	$84M	-$5.76M	18	1.21%	Reduced
594	Cornerstone Investment Partners Atlanta, Georgia	$83.7M	+$327K	11	3.5%	Increased
595	HB Wealth Management Atlanta, Georgia	$82.9M	+$18.7M	24	0.56%	Increased
596	NRS Neville Rodie & Shaw New York	$82.8M	-$3.57M	5	5.99%	Reduced
597	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$82.2M	+$70.9M	4	10.15%	New
598	Granahan Investment Management Waltham, Massachusetts	$82.2M	+$9.19M	2	3.37%	Increased
599	Wedge Capital Management Charlotte, North Carolina	$81.3M	-$9.06M	12	1.38%	Reduced
600	Wealthfront Advisers Palo Alto, California	$81.1M	+$479K	11	0.19%	Increased