← 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
676	Quantbot Technologies New York	$39.4M	+$5.73M	34	2.29%	Increased
677	Quantinno Capital Management New York	$39.3M	+$2.89M	20	1.38%	Increased
678	Beck Mack & Oliver New York	$39.3M	-$310K	2	0.91%	Reduced
679	AAM Alpine Associates Management Palm Beach, Florida	$39.2M	+$33.5M	1	2.01%	New
680	Masters Capital Management Atlanta, Georgia	$39.2M	$0	1	1.6%	Maintained
681	Mizuho Markets Americas New York	$38.7M	-$3.51M	2	1.08%	Reduced
682	HA Heartland Advisors Milwaukee, Wisconsin	$38.5M	-$1.43M	5	2.01%	Reduced
683	Sequoia Financial Advisors Akron, Ohio	$38.4M	+$26.4M	20	0.48%	Increased
684	Thornburg Investment Management Santa Fe, New Mexico	$38.3M	+$805K	5	0.55%	Increased
685	CIC Cutler Investment Counsel Jacksonville, Oregon	$38.3M	-$4.83M	2	5.47%	Reduced
686	BCA Boundary Creek Advisors New York	$38.3M	+$12.3M	1	1.5%	Increased
687	HCM Hahn Capital Management Walnut Creek, California	$38.3M	-$2.28M	3	15.33%	Reduced
688	Railway Pension Investments London, United Kingdom	$38.1M	-$13.3M	2	0.39%	Reduced
689	JGUA John G. Ullman & Associates Corning, New York	$38.1M	-$6.58M	10	6.04%	Reduced
690	Bridgewater Associates Westport, Connecticut	$38M	+$11.5M	10	0.21%	Increased
691	NZS Capital Denver, Colorado	$38M	+$17.5M	1	2%	Increased
692	RAM RWC Asset Management London, United Kingdom	$37.9M	-$438K	2	2.29%	Reduced
693	Comgest Global Investors Paris, France	$37.8M	+$4.09M	1	0.57%	Increased
694	Ancora Advisors Cleveland, Ohio	$37.8M	-$210K	25	0.89%	Reduced
695	Park National Corp Newark, Ohio	$37.8M	+$7.96M	2	1.55%	Increased
696	TCM Tributary Capital Management Omaha, Nebraska	$37.7M	+$7.49M	6	3.17%	Increased
697	Lido Advisors Los Angeles, California	$37.6M	-$3.59M	14	0.25%	Reduced
698	CBT Central Bank & Trust Lexington, Kentucky	$37.5M	-$298K	8	5.81%	Reduced
699	Evergreen Capital Management Bellevue, Washington	$37.5M	+$2.99M	13	1.53%	Increased
700	CA Callahan Advisors Houston, Texas	$37.2M	+$435K	4	4.32%	Increased