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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
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$173M +$6.71M 8 1.45% Increased
227
DF Dent & Co
DF Dent & Co
Maryland
$173M -$11.4M 4 2.68% Reduced
228
Epoch Investment Partners
Epoch Investment Partners
New York
$173M +$8.15M 9 1.13% Increased
229
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$172M +$36.9M 31 2.25% Increased
230
VanEck Associates
VanEck Associates
New York
$170M -$39.1M 12 0.51% Reduced
231
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$169M +$46.6M 12 1.58% Increased
232
SCA
Southpoint Capital Advisors
New York
$168M +$12M 1 4.51% Increased
233
Longview Asset Management (Illinois)
Longview Asset Management (Illinois)
Illinois
$167M $0 1 2.55% Maintained
234
Driehaus Capital Management
Driehaus Capital Management
Illinois
$166M +$34.8M 8 2.51% Increased
235
Voloridge Investment Management
Voloridge Investment Management
Florida
$165M +$18.2M 24 0.89% Increased
236
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$161M -$6.81M 3 2.24% Reduced
237
Geneva Capital Management
Geneva Capital Management
Wisconsin
$160M +$15.3M 3 3.7% Increased
238
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$160M +$63.6K 10 3.91% Increased
239
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$159M -$4.66M 21 1.34% Reduced
240
Nomura Asset Management
Nomura Asset Management
Japan
$156M -$17.2M 27 0.99% Reduced
241
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$155M +$63M 11 0.5% Increased
242
XN LP
XN LP
New York
$154M -$17.6M 1 18.01% Reduced
243
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$153M +$103M 28 1.28% Increased
244
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$152M -$5M 27 0.65% Reduced
245
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$152M -$30.7M 24 0.58% Reduced
246
INTECH Investment Management
INTECH Investment Management
Florida
$149M -$63.8M 8 1.12% Reduced
247
Hood River Capital Management
Hood River Capital Management
Florida
$149M +$21.2M 6 5.69% Increased
248
MetLife Investment Management
MetLife Investment Management
New Jersey
$148M -$3.47M 47 1.24% Reduced
249
Rockefeller Capital Management
Rockefeller Capital Management
New York
$148M -$5.14M 44 0.77% Reduced
250
LSV Asset Management
LSV Asset Management
Illinois
$147M -$18.7M 10 0.34% Reduced