← 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
Tocqueville Asset Management
Tocqueville Asset Management
New York
$167M -$12.9M 10 2.58% Reduced
252
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$166M -$30.6M 41 0.99% Reduced
253
Moore Capital Management
Moore Capital Management
New York
$166M +$67.9M 11 2.09% Increased
254
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$161M +$57.7M 13 0.9% Increased
255
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$161M -$105M 3 4.31% Reduced
256
Los Angeles Capital Management
Los Angeles Capital Management
California
$160M -$35.8M 22 0.72% Reduced
257
Epoch Investment Partners
Epoch Investment Partners
New York
$158M -$45.3M 7 0.74% Reduced
258
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$158M +$39.7M 1 2.6% Increased
259
Westfield Capital Management
Westfield Capital Management
Massachusetts
$156M -$84.6M 2 0.97% Reduced
260
Nomura Asset Management
Nomura Asset Management
Japan
$156M +$13.9M 9 0.99% Increased
261
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$156M +$27.5K 13 0.98% Increased
262
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$155M +$16M 29 0.75% Increased
263
PPC
Park Presidio Capital
California
$154M $0 2 16.53% Maintained
264
Man Group
Man Group
United Kingdom
$154M -$34.7M 22 0.68% Reduced
265
SCM
Shapiro Capital Management
Georgia
$154M +$19.8M 1 2.79% Increased
266
Mutual of America Capital Management
Mutual of America Capital Management
New York
$153M -$1.9M 32 1.6% Reduced
267
TIAM
TT International Asset Management
United Kingdom
$152M +$141M 1 6.06% New
268
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$150M -$49.5M 4 1.74% Reduced
269
CRM
Cramer Rosenthal McGlynn
Connecticut
$148M -$116M 3 4.91% Reduced
270
MetLife Investment Management
MetLife Investment Management
New Jersey
$147M -$5.25M 44 1.34% Reduced
271
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$147M -$33.8M 18 1.13% Reduced
272
VanEck Associates
VanEck Associates
New York
$146M +$7.33M 14 0.4% Increased
273
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$145M -$9.4M 4 4.65% Reduced
274
Driehaus Capital Management
Driehaus Capital Management
Illinois
$145M +$53.4M 14 2.15% Increased
275
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$142M -$272K 32 0.66% Reduced