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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
Fred Alger Management
Fred Alger Management
New York
$297M -$138M 8 1.44% Reduced
227
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$295M -$184M 1 2.98% Reduced
228
Nomura Asset Management
Nomura Asset Management
Japan
$295M -$37.2K 30 1.01% Reduced
229
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$295M +$202M 13 0.99% Increased
230
Third Point
Third Point
New York
$292M +$50.9M 2 3.35% Increased
231
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$291M +$520K 7 2.75% Increased
232
Rockefeller Capital Management
Rockefeller Capital Management
New York
$288M +$5.03M 22 0.82% Increased
233
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$287M -$95M 15 0.56% Reduced
234
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$287M +$9.29M 10 10.85% Increased
235
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$286M +$135K 39 0.87% Increased
236
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$286M +$3.44M 39 1.09% Increased
237
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$286M +$55.4M 29 1.84% Increased
238
River Road Asset Management
River Road Asset Management
Kentucky
$278M +$58.3M 6 3.98% Increased
239
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$277M +$28.7M 21 1.18% Increased
240
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$275M -$23.3M 21 0.44% Reduced
241
DF Dent & Co
DF Dent & Co
Maryland
$274M -$16.3M 6 3.54% Reduced
242
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$273M +$3.38M 46 1.07% Increased
243
Comerica Bank
Comerica Bank
Texas
$271M +$263K 52 1.13% Increased
244
EARNEST Partners
EARNEST Partners
Georgia
$270M +$80.5M 3 1.26% Increased
245
Adage Capital Partners
Adage Capital Partners
Massachusetts
$263M +$4.86M 9 0.49% Increased
246
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$263M +$45.8M 19 0.68% Increased
247
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$262M -$9.45M 14 1.58% Reduced
248
First Eagle Investment Management
First Eagle Investment Management
New York
$262M -$823K 13 0.59% Reduced
249
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$260M +$8.47M 12 1% Increased
250
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$259M -$27.1M 37 0.83% Reduced