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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
Stockbridge Partners
Stockbridge Partners
Massachusetts
$137M -$447K 1 3.19% Reduced
252
IP
Interval Partners
New York
$136M +$90.1M 6 5.7% Increased
253
RAA
RWC Asset Advisors
Florida
$135M +$120M 1 7.63% Increased
254
Scout Investments
Scout Investments
Missouri
$133M -$12.9M 5 2.44% Reduced
255
TimesSquare Capital Management
TimesSquare Capital Management
New York
$132M -$57.3M 3 1.07% Reduced
256
Two Sigma Advisers
Two Sigma Advisers
New York
$131M -$22M 38 0.35% Reduced
257
Oaktree Capital Management
Oaktree Capital Management
California
$129M +$2.52M 3 2.23% Increased
258
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$129M +$13.5M 31 0.32% Increased
259
Royal London Asset Management
Royal London Asset Management
United Kingdom
$129M -$470K 8 0.68% Reduced
260
DnB Asset Management
DnB Asset Management
Norway
$128M +$41.9M 7 1.12% Increased
261
Capital International Inc
Capital International Inc
California
$128M -$54.6M 4 1.19% Reduced
262
Robeco Schweiz
Robeco Schweiz
Switzerland
$124M +$48.4M 7 2.65% Increased
263
Mutual of America Capital Management
Mutual of America Capital Management
New York
$124M +$150K 31 1.4% Increased
264
SCM
Shapiro Capital Management
Georgia
$123M +$9.57M 1 2.65% Increased
265
Todd Asset Management
Todd Asset Management
Kentucky
$123M +$14.8M 3 3.14% Increased
266
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$123M -$10.7M 4 1.8% Reduced
267
WIM
Weitz Investment Management
Nebraska
$123M -$1.78M 3 5.23% Reduced
268
Emerald Advisers
Emerald Advisers
Pennsylvania
$122M -$4.06M 4 4.05% Reduced
269
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$122M -$401K 9 0.94% Reduced
270
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$122M +$799K 36 0.78% Increased
271
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$121M +$1.01M 13 0.81% Increased
272
SI
Standard Investments
New York
$121M $0 1 3.65% Maintained
273
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$121M -$11.1M 4 4.01% Reduced
274
MetLife Investment Management
MetLife Investment Management
New Jersey
$119M -$5.28M 43 1.13% Reduced
275
Madison Asset Management
Madison Asset Management
Wisconsin
$119M -$172K 3 1.74% Reduced