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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
Voloridge Investment Management
Voloridge Investment Management
Florida
$146M +$99.9M 20 0.75% Increased
252
Kennedy Capital Management
Kennedy Capital Management
Missouri
$145M -$3.74M 22 4.05% Reduced
253
Geneva Capital Management
Geneva Capital Management
Wisconsin
$144M +$31.7M 3 3.31% Increased
254
EARNEST Partners
EARNEST Partners
Georgia
$143M -$4.27M 19 0.95% Reduced
255
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$142M +$11M 15 0.89% Increased
256
Scout Investments
Scout Investments
Missouri
$142M -$74.7M 6 2.8% Reduced
257
Tocqueville Asset Management
Tocqueville Asset Management
New York
$141M +$39.9K 9 2.58% Increased
258
ACB
Aristotle Capital Boston
Massachusetts
$139M +$28.7M 4 4.13% Increased
259
Artemis Investment Management
Artemis Investment Management
United Kingdom
$139M -$4.27M 4 1.42% Reduced
260
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$139M $0 1 2% Maintained
261
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$138M -$15.8M 7 2.6% Reduced
262
SFM
Systematic Financial Management
New Jersey
$138M +$7.71M 8 4.78% Increased
263
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$136M +$9.2M 30 1.67% Increased
264
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$135M -$12.1M 18 0.55% Reduced
265
Hood River Capital Management
Hood River Capital Management
Florida
$133M +$4.38M 4 5.3% Increased
266
SCM
Sahana Capital Management
Connecticut
$132M -$16.7M 1 22.55% Reduced
267
Driehaus Capital Management
Driehaus Capital Management
Illinois
$132M -$33.2M 8 2.14% Reduced
268
First Pacific Advisors
First Pacific Advisors
California
$131M +$3.84M 1 1.94% Increased
269
LA
Legacy Advisors
Pennsylvania
$131M +$18.2M 1 27.55% Increased
270
Amalgamated Bank
Amalgamated Bank
New York
$131M +$3.82M 50 1.22% Increased
271
KBC Group
KBC Group
Belgium
$130M -$1.42M 23 0.65% Reduced
272
Zacks Investment Management
Zacks Investment Management
Illinois
$129M +$1.24M 8 1.97% Increased
273
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$129M +$17.7M 35 0.62% Increased
274
RHBC
R.H. Bluestein & Co
Michigan
$128M -$2.96M 12 7.88% Reduced
275
National Bank of Canada
National Bank of Canada
Quebec, Canada
$126M +$12.8M 28 0.58% Increased