← All themes

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
251
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$77.3M -$3.42M 6 0.9% Reduced
252
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$76.6M +$26.2M 3 0.98% Increased
253
RIM
Rainier Investment Management
Washington
$76.3M +$22M 3 2.98% Increased
254
RCM
Rutabaga Capital Management
Massachusetts
$76M +$1.43M 5 9.57% Increased
255
MAM
Majedie Asset Management
United Kingdom
$75.9M +$15.5M 3 10.49% Increased
256
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$75.9M -$6.71M 21 0.62% Reduced
257
Raymond James & Associates
Raymond James & Associates
Florida
$75.8M +$5.55M 18 0.27% Increased
258
BKBG
BHF Kleinwort Benson Group
Belgium
$74.3M +$41.7M 5 1.7% Increased
259
Beck Mack & Oliver
Beck Mack & Oliver
New York
$74.2M -$28.8M 3 2.53% Reduced
260
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$73.8M +$7.84M 5 0.62% Increased
261
GGHC
Gilder Gagnon Howe & Co
New York
$73.5M -$3.94M 7 1.18% Reduced
262
Winton Group
Winton Group
United Kingdom
$73.3M -$6.29M 3 0.65% Reduced
263
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$73.3M +$10.2M 2 1.5% Increased
264
Aviva
Aviva
United Kingdom
$73.2M -$473K 15 0.55% Reduced
265
Suntrust Banks
Suntrust Banks
Georgia
$72.8M +$4.48M 21 0.45% Increased
266
VVP
Vulcan Value Partners
Alabama
$72.8M +$2M 1 0.68% Increased
267
Orbis Holdings
Orbis Holdings
Bermuda
$71.4M -$19M 1 0.56% Reduced
268
AL
AJO LP
Pennsylvania
$70.8M +$8.63M 9 0.31% Increased
269
Aperio Group
Aperio Group
California
$70.7M +$5.65M 38 0.65% Increased
270
SCM
SG Capital Management
Illinois
$70M +$64.8M 5 15.14% Increased
271
Baird Financial Group
Baird Financial Group
Wisconsin
$69.8M -$7.28M 10 0.7% Reduced
272
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$69.7M -$59.9M 12 0.19% Reduced
273
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$69.3M +$5.16M 12 0.67% Increased
274
Appaloosa Management
Appaloosa Management
Florida
$68.6M -$71.9M 2 1.37% Reduced
275
TPSF
Texas Permanent School Fund
Texas
$68.3M -$1.4M 26 0.84% Reduced