← 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
176	CCI Columbus Circle Investors	$167M	-$17.5M	4	1.2%	Reduced
177	BlackRock Japan Tokyo, Japan	$161M	+$6.22M	10	0.7%	Increased
178	Victory Capital Management San Antonio, Texas	$160M	+$7.51M	6	1.2%	Increased
179	AIG American International Group New York	$158M	-$17.7M	50	0.7%	Reduced
180	Sculptor Capital New York	$157M	-$15.3M	3	0.45%	Reduced
181	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$156M	+$24.2M	20	0.55%	Increased
182	VanEck Associates New York	$154M	-$102M	8	0.81%	Reduced
183	HCM Herndon Capital Management Atlanta, Georgia	$150M	+$135M	3	1.98%	Increased
184	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$149M	-$18.5M	7	1.2%	Reduced
185	KI Kalmar Investments Greenville, Delaware	$145M	-$8.69M	4	2.76%	Reduced
186	US Bancorp Minneapolis, Minnesota	$145M	-$3.15M	44	0.59%	Reduced
187	Putnam Investments Boston, Massachusetts	$144M	-$30.1M	21	0.31%	Reduced
188	Mawer Investment Management Calgary, Alberta, Canada	$144M	+$435K	2	1.93%	Increased
189	Stifel Financial St. Louis, Missouri	$144M	+$21.9M	21	1.26%	Increased
190	Epoch Investment Partners New York	$144M	+$56.1M	4	0.56%	Increased
191	Winton Group London, United Kingdom	$141M	+$77M	14	1.01%	Increased
192	SG Americas Securities New York	$141M	+$28M	21	0.83%	Increased
193	Perkins Investment Management Chicago, Illinois	$139M	-$37.3M	6	1.27%	Reduced
194	HCM Hodges Capital Management Dallas, Texas	$137M	+$35.1M	10	5.7%	Increased
195	EA Euclid Advisors Hartford, Connecticut	$136M	+$34.1M	8	0.98%	Increased
196	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$135M	+$123K	4	1.82%	Increased
197	Lyrical Asset Management New York	$134M	+$21.2M	2	5.24%	Increased
198	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$134M	-$5.43M	29	1.59%	Reduced
199	VDBMI Van Den Berg Management I Austin, Texas	$133M	-$7.58M	7	10.33%	Reduced
200	H Hexavest Montreal, Quebec, Canada	$132M	+$446K	4	2.01%	Increased