← 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
626	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$34.5M	+$3.98M	8	1.27%	Increased
627	OAMG Odey Asset Management Group London, United Kingdom	$34.4M	+$10.9M	2	10.17%	Increased
628	ACP Ashfield Capital Partners San Francisco, California	$34.2M	-$167K	6	2.2%	Reduced
629	Donald Smith & Co New York	$34.2M	+$775K	1	1.21%	Increased
630	AC AltraVue Capital Bellevue, Washington	$34.1M	+$1.64M	2	4.51%	Increased
631	Crossmark Global Holdings Houston, Texas	$34.1M	-$5.94M	26	0.74%	Reduced
632	Prudential plc London, England, United Kingdom	$34M	-$11.3M	4	0.47%	Reduced
633	JCM Jag Capital Management St Louis, Missouri	$34M	-$1.04M	5	2.61%	Reduced
634	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$33.8M	+$891K	4	0.4%	Increased
635	Washington Trust Westerly, Rhode Island	$33.6M	-$94.9M	16	1.26%	Reduced
636	Dana Investment Advisors Waukesha, Wisconsin	$33.6M	-$2M	6	1.46%	Reduced
637	CC Criteria Caixa Barcelona, Spain	$33.6M	$0	1	4.15%	Maintained
638	TCM Tygh Capital Management Portland, Oregon	$33.5M	+$7.03M	4	4.29%	Increased
639	MIM Montgomery Investment Management Rockville, Maryland	$33.4M	-$50.3K	3	11.24%	Reduced
640	CIBC World Markets New York	$33.4M	-$31.2M	6	0.18%	Reduced
641	MCM McRae Capital Management Morristown, New Jersey	$33.4M	+$826K	3	6.96%	Increased
642	Ferguson Wellman Capital Management Portland, Oregon	$33.4M	-$88.1K	3	0.97%	Reduced
643	Stephens Inc Little Rock, Arkansas	$33.3M	+$1.5M	13	0.5%	Increased
644	T TOBAM Paris, France	$33.2M	-$9.42M	9	1.5%	Reduced
645	QM QVIDTVM Management The Woodlands, Texas	$33.1M	+$32.9M	1	18.82%	New
646	Hancock Whitney Gulfport, Mississippi	$32.9M	-$1.55M	10	1.04%	Reduced
647	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$32.8M	+$7M	2	3.33%	Increased
648	Burney Company Reston, Virginia	$32.7M	-$545K	7	1.41%	Reduced
649	Intact Investment Management Montreal, Quebec, Canada	$32.7M	-$2.57M	6	0.83%	Reduced
650	Engineers Gate Manager New York	$32.7M	+$17M	32	1.47%	Increased