← 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
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$109M +$11.4M 8 0.84% Increased
252
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$109M -$840K 32 0.78% Reduced
253
JIR
James Investment Research
Ohio
$109M -$22.6M 9 3.65% Reduced
254
Advisors Asset Management
Advisors Asset Management
Colorado
$108M -$7.42M 28 1.81% Reduced
255
B
BloombergSen
Ontario, Canada
$108M +$4.86M 1 8.63% Increased
256
YCMGA
York Capital Management Global Advisors
New York
$108M +$11.4M 2 2.34% Increased
257
CAM
ClariVest Asset Management
California
$107M +$10.2M 12 2.48% Increased
258
AMF Tjänstepension
AMF Tjänstepension
Sweden
$107M +$14.7M 3 1.17% Increased
259
Fisher Asset Management
Fisher Asset Management
Washington
$104M +$4M 8 0.15% Increased
260
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$103M -$8.96M 10 0.64% Reduced
261
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$103M +$1.03M 20 1.17% Increased
262
HighTower Advisors
HighTower Advisors
Illinois
$102M -$7.82M 20 0.87% Reduced
263
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$102M +$3.25M 2 0.87% Increased
264
SG Americas Securities
SG Americas Securities
New York
$102M -$11.5M 40 0.89% Reduced
265
Silvercrest Asset Management
Silvercrest Asset Management
New York
$102M -$2.61M 7 1.01% Reduced
266
KBC Group
KBC Group
Belgium
$101M +$26.5M 25 0.92% Increased
267
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$101M +$8.94M 2 1.49% Increased
268
Natixis Advisors
Natixis Advisors
Massachusetts
$101M -$15.3M 15 1.07% Reduced
269
GW&K Investment Management
GW&K Investment Management
Massachusetts
$100M +$108K 7 1.67% Increased
270
Chilton Investment Company
Chilton Investment Company
Connecticut
$99.7M +$8.12M 2 3.85% Increased
271
Nordea Investment Management
Nordea Investment Management
Sweden
$98.8M +$28.2M 17 0.24% Increased
272
ACI
AMP Capital Investors
Australia
$98.3M -$221K 12 0.55% Reduced
273
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$96.8M -$74.5M 6 1.01% Reduced
274
HCM
Hodges Capital Management
Texas
$96.1M -$4.77M 9 6.49% Reduced
275
HCM
Highfields Capital Management
Massachusetts
$96M +$29.3M 2 0.83% Increased