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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
Comerica Bank
Comerica Bank
Texas
$360M +$8.83M 51 1.4% Increased
227
Geneva Capital Management
Geneva Capital Management
Wisconsin
$357M -$37.8M 4 5.98% Reduced
228
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$353M +$72.1M 15 1.05% Increased
229
River Road Asset Management
River Road Asset Management
Kentucky
$350M +$118M 10 4.44% Increased
230
BAMCO Inc
BAMCO Inc
New York
$349M +$24.2M 4 0.95% Increased
231
P3I
Progeny 3 Inc
Washington
$349M +$20.4M 3 19.56% Increased
232
AustralianSuper
AustralianSuper
Australia
$347M -$102M 7 1.76% Reduced
233
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$344M +$1.21M 54 1.16% Increased
234
EARNEST Partners
EARNEST Partners
Georgia
$344M +$56.3M 4 1.55% Increased
235
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$342M +$9.53M 42 0.58% Increased
236
Epoch Investment Partners
Epoch Investment Partners
New York
$340M -$23.1M 8 1.76% Reduced
237
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$337M -$23.8M 43 0.82% Reduced
238
Creative Planning
Creative Planning
Kansas
$335M +$28.2M 52 0.29% Increased
239
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$335M +$15.5M 17 1.43% Increased
240
Perpetual Ltd
Perpetual Ltd
Australia
$334M -$75.6M 10 3.92% Reduced
241
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$334M -$217K 41 1.15% Reduced
242
Zacks Investment Management
Zacks Investment Management
Illinois
$333M +$9.69M 16 2.85% Increased
243
London Company of Virginia
London Company of Virginia
Virginia
$330M -$8.16M 6 1.87% Reduced
244
TimesSquare Capital Management
TimesSquare Capital Management
New York
$329M -$2.33M 6 4.74% Reduced
245
Baird Financial Group
Baird Financial Group
Wisconsin
$329M -$49.3M 26 0.58% Reduced
246
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$327M -$1.06M 37 0.85% Reduced
247
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$327M -$829K 6 1.11% Reduced
248
William Blair & Company
William Blair & Company
Illinois
$322M -$15.9M 27 0.89% Reduced
249
Banco Santander
Banco Santander
Spain
$315M -$109M 12 2.99% Reduced
250
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$313M +$49.8M 7 2.17% Increased