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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
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$174M -$33.6M 16 1.54% Reduced
252
Geneva Capital Management
Geneva Capital Management
Wisconsin
$173M +$11.1M 3 3.88% Increased
253
SCM
Sahana Capital Management
Connecticut
$170M -$7.31M 1 27.92% Reduced
254
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$169M +$45.7M 21 1.14% Increased
255
Tocqueville Asset Management
Tocqueville Asset Management
New York
$168M -$11.3M 8 3.2% Reduced
256
Amalgamated Bank
Amalgamated Bank
New York
$168M +$4.39M 48 1.49% Increased
257
SFM
Systematic Financial Management
New Jersey
$167M -$4.73M 8 5.48% Reduced
258
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$166M -$23.2M 6 1.86% Reduced
259
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$165M +$4.21M 14 0.69% Increased
260
Boston Trust Walden
Boston Trust Walden
Massachusetts
$162M +$4.22M 4 1.42% Increased
261
EARNEST Partners
EARNEST Partners
Georgia
$162M -$3.28M 19 0.99% Reduced
262
River Road Asset Management
River Road Asset Management
Kentucky
$161M -$69M 4 2.21% Reduced
263
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$160M -$41.5M 28 2.33% Reduced
264
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$159M -$4.5M 6 3.14% Reduced
265
Huntington National Bank
Huntington National Bank
Ohio
$159M -$111K 38 1.66% Reduced
266
Two Sigma Investments
Two Sigma Investments
New York
$159M -$80.1M 42 0.5% Reduced
267
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$159M -$36.1M 21 1.21% Reduced
268
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$158M -$2.2M 38 1.25% Reduced
269
BWA
Brave Warrior Advisors
New York
$157M -$2.92M 1 4.96% Reduced
270
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$157M -$2.82M 4 6.74% Reduced
271
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$155M -$49.1M 10 1.21% Reduced
272
XN LP
XN LP
New York
$154M -$34.1M 1 29.08% Reduced
273
TimesSquare Capital Management
TimesSquare Capital Management
New York
$152M -$53.6M 3 2.16% Reduced
274
Candriam SCA
Candriam SCA
Luxembourg
$151M -$5.34M 11 1.02% Reduced
275
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$151M +$45.1M 18 0.39% Increased