← 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
$92.1M -$2.28M 10 0.84% Reduced
252
ACI
AMP Capital Investors
Australia
$91.5M -$1.14M 14 0.55% Reduced
253
Wasatch Advisors
Wasatch Advisors
Utah
$90.9M +$5.75M 5 1.37% Increased
254
FVP
Firefly Value Partners
Pennsylvania
$90.7M -$7.36M 3 10.53% Reduced
255
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$90.2M -$12.5M 21 1.23% Reduced
256
Janus Henderson Group
Janus Henderson Group
$89.8M -$1.21M 8 0.66% Reduced
257
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$89.5M +$494K 5 0.48% Increased
258
National Pension Service
National Pension Service
South Korea
$89.1M +$5.62M 6 0.61% Increased
259
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$89M +$11.7M 4 0.31% Increased
260
Natixis Advisors
Natixis Advisors
Massachusetts
$88.2M +$13.5M 13 1.06% Increased
261
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$87.9M -$14.2M 1 0.63% Reduced
262
CRCP
Copper Rock Capital Partners
Massachusetts
$87.7M +$26.5M 4 5.62% Increased
263
QIM
Quantitative Investment Management
Virginia
$87.5M +$52M 20 2.2% Increased
264
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$86.7M -$33.8M 21 1.13% Reduced
265
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$86.1M -$4.16M 3 1.27% Reduced
266
BA
Boston Advisors
Massachusetts
$85.3M +$2.04M 9 2.04% Increased
267
Hancock Whitney
Hancock Whitney
Mississippi
$84.4M -$12.5M 11 3.14% Reduced
268
Marshfield Associates
Marshfield Associates
District of Columbia
$83.7M -$2.49M 1 6.39% Reduced
269
Advisors Asset Management
Advisors Asset Management
Colorado
$83.7M +$31.3M 29 1.39% Increased
270
GGHC
Gilder Gagnon Howe & Co
New York
$83M -$4.52M 6 1.64% Reduced
271
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$82.7M +$13.7M 10 0.42% Increased
272
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$82.6M -$661K 36 1% Reduced
273
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$82.3M +$16.4M 3 1.3% Increased
274
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$82.3M +$39.7M 40 0.04% Increased
275
Castleark Management
Castleark Management
Illinois
$81.7M -$278K 9 2.6% Reduced