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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
Squarepoint
Squarepoint
New York
$334M -$82.2M 47 0.52% Reduced
227
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$331M -$67.3M 1 5.18% Reduced
228
EARNEST Partners
EARNEST Partners
Georgia
$328M +$6.29M 3 1.43% Increased
229
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$327M -$39.7M 17 0.65% Reduced
230
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$327M -$2.4M 38 1.18% Reduced
231
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$325M +$8.67M 14 1.09% Increased
232
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$320M +$1.57M 21 1.28% Increased
233
Comerica Bank
Comerica Bank
Texas
$319M +$4.73M 51 1.26% Increased
234
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$318M -$6.68M 41 0.89% Reduced
235
ECP
Electron Capital Partners
New York
$316M -$73.1M 3 15.22% Reduced
236
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$311M +$3.9M 35 0.92% Increased
237
Credit Agricole
Credit Agricole
France
$311M +$62.6M 30 1.34% Increased
238
BAMCO Inc
BAMCO Inc
New York
$309M -$42.7M 4 0.82% Reduced
239
Artemis Investment Management
Artemis Investment Management
United Kingdom
$302M -$31.8M 7 4.61% Reduced
240
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$301M +$3.29M 19 0.75% Increased
241
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$300M -$11M 7 0.9% Reduced
242
Acadian Asset Management
Acadian Asset Management
Massachusetts
$299M -$359M 36 0.93% Reduced
243
Fred Alger Management
Fred Alger Management
New York
$298M -$21.3M 12 1.45% Reduced
244
AAM
ACK Asset Management
Connecticut
$298M +$28.8M 5 36.82% Increased
245
GGHC
Gilder Gagnon Howe & Co
New York
$296M +$12.8M 7 3.54% Increased
246
Winslow Capital Management
Winslow Capital Management
Minnesota
$296M +$294M 1 1.06% New
247
First Eagle Investment Management
First Eagle Investment Management
New York
$293M +$4.75M 13 0.6% Increased
248
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$291M +$5.19M 8 5.02% Increased
249
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$290M +$4.56M 37 1.2% Increased
250
DF Dent & Co
DF Dent & Co
Maryland
$289M +$4.35M 6 3.51% Increased