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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
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$257M -$420K 9 4.83% Reduced
252
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$256M -$9.24M 39 0.59% Reduced
253
Cresset Asset Management
Cresset Asset Management
Illinois
$253M +$145M 35 1.06% Increased
254
Chevy Chase Trust
Chevy Chase Trust
Maryland
$252M -$8.39M 10 0.8% Reduced
255
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$251M -$23.2M 32 0.92% Reduced
256
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$249M -$116M 34 1.09% Reduced
257
J. Safra Sarasin Holding
J. Safra Sarasin Holding
$249M +$252M 11 4.55% New
258
Davenport & Co
Davenport & Co
Virginia
$245M -$44.1M 18 1.48% Reduced
259
KBC Group
KBC Group
Belgium
$244M +$34.4M 37 0.74% Increased
260
Zacks Investment Management
Zacks Investment Management
Illinois
$243M -$37.8M 15 2.73% Reduced
261
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$242M -$6.08M 33 2.17% Reduced
262
Harding Loevner
Harding Loevner
New Jersey
$242M -$73.1M 1 1.34% Reduced
263
Osaic Holdings
Osaic Holdings
Arizona
$241M -$46.9M 75 0.57% Reduced
264
GGHC
Gilder Gagnon Howe & Co
New York
$239M -$9.59M 7 3% Reduced
265
Tredje AP-fonden
Tredje AP-fonden
Sweden
$239M -$20M 15 2.31% Reduced
266
NPIC
Neumeier Poma Investment Counsel
California
$239M -$35.4M 7 21.85% Reduced
267
Durable Capital Partners
Durable Capital Partners
Maryland
$239M +$13.2M 1 1.96% Increased
268
Longview Asset Management (Illinois)
Longview Asset Management (Illinois)
Illinois
$236M $0 1 2.79% Maintained
269
Penserra Capital Management
Penserra Capital Management
California
$235M +$55.4M 24 2.97% Increased
270
XN LP
XN LP
New York
$234M -$41.6M 2 9.74% Reduced
271
Fenimore Asset Management
Fenimore Asset Management
New York
$231M +$1.64M 3 5.06% Increased
272
Altshuler Shaham
Altshuler Shaham
Israel
$228M +$139M 5 7.78% Increased
273
PCM
Palestra Capital Management
New York
$227M +$74.9M 2 8.96% Increased
274
TimesSquare Capital Management
TimesSquare Capital Management
New York
$227M -$35.9M 5 3.57% Reduced
275
Pacer Advisors
Pacer Advisors
Pennsylvania
$226M +$87.4M 24 0.51% Increased