← 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	TimesSquare Capital Management New York	$212M	+$99.1M	6	2.52%	Increased
127	Eagle Capital Management (New York) New York	$210M	+$1.2M	2	0.87%	Increased
128	Retirement Systems of Alabama Montgomery, Alabama	$209M	+$26.4M	20	1.16%	Increased
129	London Company of Virginia Richmond, Virginia	$208M	+$26.3M	5	1.99%	Increased
130	TD Asset Management Toronto, Ontario, Canada	$206M	+$72.2M	19	0.35%	Increased
131	CI Investments Inc Toronto, Ontario, Canada	$206M	+$52.6M	4	1.25%	Increased
132	Rothschild & Co Asset Management US Stamford, Connecticut	$206M	+$48.2M	8	3.21%	Increased
133	Epoch Investment Partners New York	$205M	+$101M	5	1.24%	Increased
134	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$203M	+$1.7M	7	0.69%	Increased
135	Millennium Management New York	$202M	-$332M	46	0.45%	Reduced
136	Arrowstreet Capital Boston, Massachusetts	$199M	-$52M	20	0.56%	Reduced
137	Egerton Capital (UK) London, United Kingdom	$197M	-$603M	1	2.03%	Reduced
138	Luther King Capital Management (LKCM) Fort Worth, Texas	$193M	+$1.64M	12	1.67%	Increased
139	Peconic Partners New York	$186M	+$15.6M	3	71.82%	Increased
140	Sachem Head Capital Management New York	$184M	+$7.57M	1	17.85%	Increased
141	Ceredex Value Advisors Orlando, Florida	$182M	+$111M	6	3.11%	Increased
142	TP Theleme Partners London, United Kingdom	$179M	+$22.1M	1	12.87%	Increased
143	Ensign Peak Advisors Salt Lake City, Utah	$177M	-$8.89M	28	0.59%	Reduced
144	Truist Financial Charlotte, North Carolina	$173M	-$11.9M	27	0.45%	Reduced
145	Markel Group Glen Allen, Virginia	$172M	+$447K	2	3.24%	Increased
146	Axa Paris, France	$172M	-$21.7M	18	0.86%	Reduced
147	DF Dent & Co Baltimore, Maryland	$169M	+$42.4M	3	3.25%	Increased
148	GA Greenhaven Associates Purchase, New York	$167M	+$126M	2	6.2%	Increased
149	Aperio Group Sausalito, California	$164M	+$11.2M	46	0.73%	Increased
150	Brandes Investment Partners La Jolla, California	$163M	-$640K	4	5.72%	Reduced