← 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	SC Skylands Capital Milwaukee, Wisconsin	$40M	-$1.58M	6	6.05%	Reduced
627	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$40M	+$484K	4	3.67%	Increased
628	NCM Narwhal Capital Management Marietta, Georgia	$39.9M	+$2.07M	4	4.87%	Increased
629	Ameritas Investment Partners Lincoln, Nebraska	$39.9M	-$1.19M	54	1.6%	Reduced
630	Vanguard Personalized Indexing Management Oakland, California	$39.8M	+$1.4M	26	1.19%	Increased
631	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$39.6M	-$42M	10	2.57%	Reduced
632	Weiss Asset Management Boston, Massachusetts	$39.4M	+$40.9M	1	2.33%	New
633	JGUA John G. Ullman & Associates Corning, New York	$39.3M	-$3.04M	9	6.43%	Reduced
634	Junto Capital Management New York	$39.3M	+$41.2M	1	0.93%	New
635	Ethic Inc New York	$39.2M	+$4.83M	20	1.38%	Increased
636	Washington Trust Westerly, Rhode Island	$39.2M	-$932K	16	1.73%	Reduced
637	CC Conversant Capital Summit, New Jersey	$39.1M	+$27.7M	2	11.88%	Increased
638	TCM Tran Capital Management San Rafael, California	$39M	-$3.49M	1	5.02%	Reduced
639	BOK Financial Tulsa, Oklahoma	$39M	-$1.36M	23	0.86%	Reduced
640	Advisory Services Network Atlanta, Georgia	$39M	+$2.29M	15	1.05%	Increased
641	Conning Inc Hartford, Connecticut	$38.7M	-$10.8M	4	1.41%	Reduced
642	HCM Hahn Capital Management Walnut Creek, California	$38.7M	-$6.36M	3	15.62%	Reduced
643	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$38.7M	+$276K	3	2.33%	Increased
644	Banque Pictet & Cie Geneva 73, Switzerland	$38.6M	+$8M	4	0.46%	Increased
645	AC AltraVue Capital Bellevue, Washington	$38.5M	-$568K	2	4.58%	Reduced
646	Private Management Group Irvine, California	$38.2M	+$1.74M	4	1.57%	Increased
647	Burney Company Reston, Virginia	$38M	+$3.3M	10	1.78%	Increased
648	LG Leuthold Group Minneapolis, Minnesota	$38M	-$1.56M	10	5.32%	Reduced
649	SCM Spyglass Capital Management San Francisco, California	$37.9M	+$40.3M	1	2.97%	New
650	Lido Advisors Los Angeles, California	$37.8M	-$6.52M	11	0.29%	Reduced