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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
BOI
Bank of Italy
Italy
$74.4M +$31M 1 4.49% Increased
252
Regions Financial Corp
Regions Financial Corp
Alabama
$74M +$744K 8 0.99% Increased
253
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$73.9M -$1.27M 17 1.41% Reduced
254
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$72.7M +$5.96M 3 0.89% Increased
255
Mutual of America Capital Management
Mutual of America Capital Management
New York
$72.1M -$4.49M 32 1.21% Reduced
256
CAM
Cidel Asset Management
Ontario, Canada
$71.8M +$14.4M 3 3.65% Increased
257
SM
Sunriver Management
Connecticut
$71.7M +$36.7M 3 12.56% Increased
258
LHC
Lodge Hill Capital
New York
$71.5M -$11.8M 7 31.41% Reduced
259
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$71.3M -$40.6M 46 0.02% Reduced
260
Storebrand Asset Management
Storebrand Asset Management
Norway
$70.9M +$83.4M 11 0.74% New
261
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$70.5M +$5.95M 4 3.45% Increased
262
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$69.8M -$2.3M 34 0.78% Reduced
263
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$69.8M $0 1 0.6% Maintained
264
Silvercrest Asset Management
Silvercrest Asset Management
New York
$69.5M +$13M 10 0.75% Increased
265
NI
Nuance Investments
Missouri
$69.2M -$7.39M 2 2.4% Reduced
266
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$69M -$6.41M 4 1.99% Reduced
267
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$68.7M +$48.4M 5 0.69% Increased
268
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$67.6M +$2.36M 2 1.28% Increased
269
Eventide Asset Management
Eventide Asset Management
Massachusetts
$67.4M +$10.6M 2 2.18% Increased
270
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$66.6M -$50.1M 23 0.77% Reduced
271
TPSF
Texas Permanent School Fund
Texas
$66.1M +$10M 32 1.21% Increased
272
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$65.9M +$4.38M 3 2.95% Increased
273
FP
Foundry Partners
Minnesota
$65.9M +$21.9M 14 3.71% Increased
274
ORIO
Old Republic International (ORI)
Illinois
$65.8M +$7.66M 1 2.06% Increased
275
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$65.8M -$1.54M 12 0.26% Reduced