← 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
126	D.E. Shaw & Co New York	$261M	+$12.4M	36	0.36%	Increased
127	Fidelity International Hamilton, Bermuda	$259M	+$804K	12	0.46%	Increased
128	Ceredex Value Advisors Orlando, Florida	$257M	-$93.7M	8	3.46%	Reduced
129	IAM Iridian Asset Management Westport, Connecticut	$257M	-$72.3M	1	3.44%	Reduced
130	SAM Southeastern Asset Management Memphis, Tennessee	$256M	+$39M	2	3.66%	Increased
131	Two Sigma Advisers New York	$255M	+$43.5M	37	0.7%	Increased
132	Waddell & Reed Financial Overland Park, Kansas	$254M	-$103M	4	0.72%	Reduced
133	Federated Hermes Pittsburgh, Pennsylvania	$247M	-$13M	39	0.67%	Reduced
134	AL AJO LP Philadelphia, Pennsylvania	$245M	-$42.7M	9	1.37%	Reduced
135	First Trust Advisors Wheaton, Illinois	$244M	-$61.1M	37	0.58%	Reduced
136	AC Ashler Capital Chicago, Illinois	$241M	+$55.1M	4	17.96%	Increased
137	Balyasny Asset Management Chicago, Illinois	$241M	-$15.1M	18	1.74%	Reduced
138	Lord, Abbett & Co Jersey City, New Jersey	$236M	-$181M	12	0.86%	Reduced
139	Two Sigma Investments New York	$230M	+$107M	35	0.9%	Increased
140	Impax Asset Management Group London, United Kingdom	$227M	-$11.4M	8	3.69%	Reduced
141	TD Asset Management Toronto, Ontario, Canada	$214M	+$6.78M	19	0.37%	Increased
142	Nordea Investment Management Stockholm, Sweden	$213M	+$47.7M	23	0.51%	Increased
143	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$213M	-$6.49M	11	0.89%	Reduced
144	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$206M	-$62.5M	20	0.46%	Reduced
145	London Company of Virginia Richmond, Virginia	$206M	-$13.3M	5	1.96%	Reduced
146	Raymond James & Associates St Petersburg, Florida	$204M	+$6.91M	34	0.36%	Increased
147	Axa Paris, France	$204M	-$14.5M	13	0.89%	Reduced
148	TimesSquare Capital Management New York	$204M	+$10.6M	3	1.76%	Increased
149	Luther King Capital Management (LKCM) Fort Worth, Texas	$202M	+$11.3M	15	1.8%	Increased
150	EC Eminence Capital New York	$201M	-$103M	1	3.91%	Reduced