← 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
651	Life Cycle Investment Partners London,	$106M	+$20.5M	2	0.49%	Increased
652	AIP ARS Investment Partners New York	$106M	+$556K	7	4.61%	Increased
653	LCM Lionstone Capital Management New York	$105M	$0	1	24.11%	Maintained
654	Banque Transatlantique Paris, France	$105M	-$47.3M	11	2.25%	Reduced
655	Zevenbergen Capital Investments Edmonds, Washington	$105M	+$25.6M	4	2.39%	Increased
656	Y-Intercept (HK) Hong Kong	$105M	-$24.7M	32	2.07%	Reduced
657	Chilton Investment Company Stamford, Connecticut	$105M	-$21.3M	9	2.51%	Reduced
658	Kestra Investment Management Austin, Texas	$104M	-$60.1M	8	2.02%	Reduced
659	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$104M	-$1.27M	8	1.2%	Reduced
660	Equitable Holdings New York	$104M	+$5.51M	19	0.62%	Increased
661	Nicholas Company Milwaukee, Wisconsin	$104M	-$1.03M	4	1.9%	Reduced
662	MIM Marco Investment Management Atlanta, Georgia	$104M	-$2.01M	9	6.84%	Reduced
663	Axxcess Wealth Management Carlsbad, California	$104M	+$11.3M	12	1.65%	Increased
664	Ceredex Value Advisors Orlando, Florida	$103M	-$64.9M	5	2.91%	Reduced
665	NIM Northeast Investment Management Boston, Massachusetts	$103M	+$4.49M	5	3.8%	Increased
666	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$103M	-$2.86M	22	14.26%	Reduced
667	Bragg Financial Advisors Charlotte, North Carolina	$103M	+$205K	9	2.75%	Increased
668	HP Harvey Partners Tarrytown, New York	$103M	+$2.27M	3	7.03%	Increased
669	Polen Capital Management Boca Raton, Florida	$102M	+$80.9M	5	0.88%	Increased
670	Locust Wood Capital Advisers New York	$101M	+$102M	1	2.43%	New
671	EULAV Asset Management Sarasota, Florida	$101M	-$15.4M	4	3.22%	Reduced
672	SCI S&CO Inc Boston, Massachusetts	$101M	-$4.17M	2	5.82%	Reduced
673	MDSL M.D. Sass LLC New York	$100M	-$62M	3	6.54%	Reduced
674	Corvex Management New York	$99.8M	-$3.54M	1	3.05%	Reduced
675	Generali Asset Management Trieste, Italy	$99.3M	-$2.6M	16	1.8%	Reduced