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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
251
Hancock Whitney
Hancock Whitney
Mississippi
$83M +$4.32M 11 3.28% Increased
252
Ninety One (UK)
Ninety One (UK)
United Kingdom
$82.7M -$2.23M 3 0.4% Reduced
253
NCGI
Next Century Growth Investors
Minnesota
$82.7M -$2.26M 6 3.79% Reduced
254
Korea Investment Corp
Korea Investment Corp
South Korea
$82.3M +$40.4M 7 0.44% Increased
255
CIBC World Market
CIBC World Market
Ontario, Canada
$81.6M +$43.4M 17 0.3% Increased
256
ACI
AMP Capital Investors
Australia
$80.9M +$16.1M 15 0.5% Increased
257
FVP
Firefly Value Partners
Pennsylvania
$80.8M +$8.23M 2 11.19% Increased
258
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$79.9M +$8.18M 3 1.57% Increased
259
Hermes Investment Management
Hermes Investment Management
United Kingdom
$79.8M +$20.2M 4 1.36% Increased
260
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$78.5M +$16.1M 5 1.36% Increased
261
RHBC
R.H. Bluestein & Co
Michigan
$77.7M +$12.2M 11 5.11% Increased
262
Wasatch Advisors
Wasatch Advisors
Utah
$77.5M +$79.2K 5 1.15% Increased
263
Beck Mack & Oliver
Beck Mack & Oliver
New York
$77.4M -$907K 3 2.79% Reduced
264
Todd Asset Management
Todd Asset Management
Kentucky
$76.3M -$8.19M 4 2.31% Reduced
265
VVP
Vulcan Value Partners
Alabama
$75.9M +$600K 1 0.7% Increased
266
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$75.6M +$18.5M 24 1.77% Increased
267
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$75.5M -$5.83M 9 0.76% Reduced
268
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$75.1M -$8.42M 1 0.46% Reduced
269
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$74.5M -$5.63M 8 0.42% Reduced
270
National Pension Service
National Pension Service
South Korea
$74.3M +$5.74M 4 0.6% Increased
271
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$74.1M +$1.21M 34 0.96% Increased
272
TPSF
Texas Permanent School Fund
Texas
$73.6M -$2.47M 28 0.99% Reduced
273
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$73M +$1.53M 21 0.76% Increased
274
B
BloombergSen
Ontario, Canada
$72.6M +$4.5M 1 7.1% Increased
275
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$72.4M -$11.8M 8 0.64% Reduced