← 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	ZWJ Investment Counsel Atlanta, Georgia	$47.1M	-$272K	4	2.07%	Reduced
652	Badgley Phelps Wealth Managers Seattle, Washington	$46.9M	-$4.61M	5	1.16%	Reduced
653	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$46.9M	-$6.32M	15	3.06%	Reduced
654	LG Leuthold Group Minneapolis, Minnesota	$46.8M	+$89.4K	11	5.41%	Increased
655	Private Management Group Irvine, California	$46.8M	+$949K	4	1.8%	Increased
656	Railway Pension Investments London, United Kingdom	$46.8M	+$3.3M	3	0.56%	Increased
657	RIG Renaissance Investment Group Lenox, Massachusetts	$46.7M	-$4.39M	5	10.17%	Reduced
658	ECG Edge Capital Group Atlanta, Georgia	$46.5M	-$219K	5	2.25%	Reduced
659	SC Skylands Capital Milwaukee, Wisconsin	$46.4M	-$568K	7	6.58%	Reduced
660	Meyer Handelman Company Rye Brook, New York	$46.3M	-$688K	3	1.63%	Reduced
661	Prudential plc London, England, United Kingdom	$46.2M	-$287K	15	0.31%	Reduced
662	Chilton Investment Company Stamford, Connecticut	$46M	-$735K	2	1.3%	Reduced
663	CapitalatWork SA Auderghem,	$46M	+$6.99M	2	1.54%	Increased
664	Brevan Howard Capital Management St. Helier, Jersey	$45.8M	+$23.1M	26	0.41%	Increased
665	Rafferty Asset Management New York	$45.8M	+$3.49M	14	0.17%	Increased
666	Vest Financial Mclean, Virginia	$45.8M	-$1.25M	7	1.1%	Reduced
667	Norinchukin Bank Tokyo, Japan	$45.4M	+$4.54M	8	1.3%	Increased
668	New Mexico Educational Retirement Board Santa Fe, New Mexico	$45.4M	$0	21	1.59%	Maintained
669	Soroban Capital Partners New York	$45.4M	-$18.3M	1	0.67%	Reduced
670	1SP 140 Summer Partners New York	$45.4M	+$2.82M	1	5.46%	Increased
671	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$45.3M	-$1.19M	8	1.3%	Reduced
672	MC MIG Capital Newport Beach, California	$45.2M	+$12.7M	1	6.03%	Increased
673	Beck Mack & Oliver New York	$45.2M	-$2.4M	3	0.94%	Reduced
674	PEAK6 Investments Chicago, Illinois	$45.1M	+$26.5M	24	0.12%	Increased
675	RCM Redwood Capital Management New York	$45M	-$11.7M	2	6.92%	Reduced