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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
226
KI
Kalmar Investments
Delaware
$114M +$15.9K 4 1.91% Increased
227
Boston Trust Walden
Boston Trust Walden
Massachusetts
$114M -$2.57M 5 1.66% Reduced
228
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$113M +$4.58M 18 0.7% Increased
229
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$112M +$1.39M 2 2.9% Increased
230
Glenmede Trust
Glenmede Trust
Pennsylvania
$112M +$1.35M 25 1.14% Increased
231
BPM
Bronson Point Management
Connecticut
$112M +$40.5M 5 6.34% Increased
232
BOI
Bank of Italy
Italy
$112M +$113M 1 8.12% New
233
Axiom Investors
Axiom Investors
Connecticut
$111M -$16.9M 3 2.97% Reduced
234
Moore Capital Management
Moore Capital Management
New York
$110M +$43.9M 3 1.73% Increased
235
CM
CS McKee
Pennsylvania
$110M -$30M 3 2.15% Reduced
236
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$109M -$14.6M 23 0.63% Reduced
237
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$109M -$13.1M 3 6.08% Reduced
238
1919 Investment Counsel
1919 Investment Counsel
Maryland
$109M -$3.69M 13 2.26% Reduced
239
FA
Friess Associates
Delaware
$108M +$10.4M 5 8.15% Increased
240
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$107M +$68.5M 10 0.26% Increased
241
IAM
Impala Asset Management
Florida
$107M +$21.2M 3 4.84% Increased
242
Harris Associates
Harris Associates
Illinois
$107M +$85M 2 0.19% Increased
243
USAA
United Services Automobile Association
Texas
$105M -$2.73M 16 0.42% Reduced
244
Aviva
Aviva
United Kingdom
$105M -$1.55M 11 0.88% Reduced
245
Scout Investments
Scout Investments
Missouri
$104M +$11.6M 4 1.2% Increased
246
RI
Relational Investors
California
$103M +$89.7M 1 1.77% New
247
Longview Asset Management (Illinois)
Longview Asset Management (Illinois)
Illinois
$103M $0 1 2.73% Maintained
248
OAMG
Odey Asset Management Group
United Kingdom
$102M -$28.9M 1 2.11% Reduced
249
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$102M -$12.5M 17 0.5% Reduced
250
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$101M +$43.2M 17 0.41% Increased