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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
First Eagle Investment Management
First Eagle Investment Management
New York
$321M +$24.5M 17 0.72% Increased
227
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$319M +$15.1M 18 0.79% Increased
228
Comerica Bank
Comerica Bank
Texas
$319M -$7.37M 52 1.28% Reduced
229
Epoch Investment Partners
Epoch Investment Partners
New York
$318M +$5.95M 8 1.54% Increased
230
Rockefeller Capital Management
Rockefeller Capital Management
New York
$318M -$4.27M 20 0.82% Reduced
231
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$317M +$5.12M 22 1.24% Increased
232
ECP
Electron Capital Partners
New York
$317M -$32.1M 3 16.48% Reduced
233
GGHC
Gilder Gagnon Howe & Co
New York
$316M -$1.27M 8 3.41% Reduced
234
William Blair & Company
William Blair & Company
Illinois
$316M -$22.8M 23 0.92% Reduced
235
VanEck Associates
VanEck Associates
New York
$315M +$36.3M 20 0.4% Increased
236
EARNEST Partners
EARNEST Partners
Georgia
$313M +$2.42M 3 1.4% Increased
237
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$310M -$2.34M 38 0.86% Reduced
238
Adage Capital Partners
Adage Capital Partners
Massachusetts
$308M +$152M 9 0.54% Increased
239
Dodge & Cox
Dodge & Cox
California
$307M +$278M 5 0.18% Increased
240
River Road Asset Management
River Road Asset Management
Kentucky
$305M -$130M 6 4.06% Reduced
241
Alyeska Investment Group
Alyeska Investment Group
Illinois
$305M +$124M 9 1.15% Increased
242
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$302M -$11.4M 40 1.1% Reduced
243
Clal Insurance
Clal Insurance
Israel
$301M +$62.7M 4 2.71% Increased
244
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$296M +$75.8M 15 1.45% Increased
245
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$296M -$87.6M 10 8.8% Reduced
246
Winslow Capital Management
Winslow Capital Management
Minnesota
$293M -$11.2M 1 1.04% Reduced
247
DF Dent & Co
DF Dent & Co
Maryland
$289M -$1.23M 6 3.66% Reduced
248
BAMCO Inc
BAMCO Inc
New York
$289M -$34.5M 3 0.75% Reduced
249
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$288M -$291M 10 3.59% Reduced
250
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$287M -$57.5K 39 1.16% Reduced