← 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
151	AR Advisory Research Chicago, Illinois	$177M	+$10.8M	5	1.91%	Increased
152	KAM Keeley Asset Management Chicago, Illinois	$176M	-$25.6M	10	3.24%	Reduced
153	MTB Mizuho Trust & Banking Tokyo, Japan	$175M	$0	8	0.73%	Maintained
154	Fiera Capital (Canada) Montreal, Quebec, Canada	$173M	+$3.59M	3	1.78%	Increased
155	Calamos Advisors Naperville, Illinois	$171M	-$20.8M	8	1.07%	Reduced
156	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$170M	+$5.41M	28	0.91%	Increased
157	Eagle Asset Management St Petersburg, Florida	$170M	-$23.4M	12	0.84%	Reduced
158	Victory Capital Management San Antonio, Texas	$169M	+$172M	14	1.21%	New
159	Edge Asset Management Seattle, Washington	$169M	+$33.2M	5	2.02%	Increased
160	Axa Paris, France	$168M	+$24.6M	17	0.83%	Increased
161	VDBMI Van Den Berg Management I Austin, Texas	$168M	+$6.72M	6	13.65%	Increased
162	HCM Hoplite Capital Management New York	$167M	-$4.87M	2	5.92%	Reduced
163	SIG Senator Investment Group New York	$166M	+$86.9M	1	2.4%	Increased
164	CCM Cornerstone Capital Management Edina, Minnesota	$165M	+$14.1M	2	5.11%	Increased
165	PointState Capital New York	$164M	-$105M	2	2.8%	Reduced
166	RS Investment Management San Francisco, California	$163M	-$2.18M	2	1.07%	Reduced
167	Mawer Investment Management Calgary, Alberta, Canada	$163M	+$146M	3	2.62%	Increased
168	Citadel Advisors Miami, Florida	$162M	+$40.7M	40	0.25%	Increased
169	BlackRock Japan Tokyo, Japan	$161M	-$12.4M	13	0.77%	Reduced
170	USS Investment Management London, United Kingdom	$160M	+$11.3M	4	2.99%	Increased
171	Two Sigma Investments New York	$159M	+$72.1M	26	1.01%	Increased
172	Capital Guardian Trust Los Angeles, California	$158M	+$9.61M	10	1.1%	Increased
173	ARC Absolute Return Capital Boston, Massachusetts	$157M	+$6.48M	14	2.19%	Increased
174	SA SPO Advisory San Anselmo, California	$157M	-$25M	1	2.3%	Reduced
175	GAMCO Investors Greenwich, Connecticut	$156M	+$1.88M	10	0.92%	Increased