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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
Comerica Bank
Comerica Bank
Texas
$174M +$6.46M 37 1.05% Increased
252
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$168M +$6.24M 35 1.02% Increased
253
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$166M +$4.09M 7 3.31% Increased
254
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$166M +$58.8M 16 1.26% Increased
255
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$165M -$40.2M 11 0.86% Reduced
256
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$164M +$6.77M 15 0.81% Increased
257
Geneva Capital Management
Geneva Capital Management
Wisconsin
$163M +$39M 2 2.76% Increased
258
KBC Group
KBC Group
Belgium
$162M -$8.75M 21 0.59% Reduced
259
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$161M +$133M 11 2.33% Increased
260
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$160M +$2.48M 25 0.51% Increased
261
DnB Asset Management
DnB Asset Management
Norway
$159M +$797K 8 1.03% Increased
262
Point72 Asset Management
Point72 Asset Management
Connecticut
$158M +$31.2M 16 0.7% Increased
263
SCM
Suvretta Capital Management
New York
$158M +$11.7M 1 2.66% Increased
264
Advisors Asset Management
Advisors Asset Management
Colorado
$158M +$18.2M 35 2.38% Increased
265
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$157M +$44.2M 2 1.88% Increased
266
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$157M +$74.5M 26 2.12% Increased
267
Royal London Asset Management
Royal London Asset Management
United Kingdom
$156M -$105K 8 0.63% Reduced
268
Westwood Holdings Group
Westwood Holdings Group
Texas
$154M -$8.47M 8 1.68% Reduced
269
Glenmede Trust
Glenmede Trust
Pennsylvania
$154M -$9.37M 23 0.8% Reduced
270
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$154M +$8.64M 11 0.9% Increased
271
SIG
Senator Investment Group
New York
$153M -$26.1M 2 2.62% Reduced
272
RAA
RWC Asset Advisors
Florida
$153M -$14.4M 1 20.09% Reduced
273
USS Investment Management
USS Investment Management
United Kingdom
$150M +$62.3M 9 1.27% Increased
274
SCM
Shapiro Capital Management
Georgia
$150M -$27.8M 1 2.81% Reduced
275
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$150M -$4.18M 15 1.74% Reduced