← 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
Zacks Investment Management
Zacks Investment Management
Illinois
$262M +$37.4M 12 2.45% Increased
252
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$262M -$50.6M 14 0.85% Reduced
253
Creative Planning
Creative Planning
Kansas
$256M +$25.1M 51 0.24% Increased
254
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$250M -$8.18M 8 4.21% Reduced
255
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$248M -$36M 6 0.9% Reduced
256
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$247M +$13.6M 5 4.7% Increased
257
Chevy Chase Trust
Chevy Chase Trust
Maryland
$247M -$1.93M 10 0.79% Reduced
258
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$246M +$12.4M 14 1.52% Increased
259
Davenport & Co
Davenport & Co
Virginia
$245M +$8.04M 18 1.42% Increased
260
MetLife Investment Management
MetLife Investment Management
New Jersey
$244M +$9.53M 58 1.31% Increased
261
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$243M -$22.3M 36 1.1% Reduced
262
GGHC
Gilder Gagnon Howe & Co
New York
$243M -$30.1M 5 3.17% Reduced
263
Longview Asset Management (Illinois)
Longview Asset Management (Illinois)
Illinois
$243M $0 1 3.05% Maintained
264
TimesSquare Capital Management
TimesSquare Capital Management
New York
$242M +$39.7M 5 3.9% Increased
265
Brandes Investment Partners
Brandes Investment Partners
California
$238M +$44.8M 5 2.42% Increased
266
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$236M -$6.87M 40 0.19% Reduced
267
EARNEST Partners
EARNEST Partners
Georgia
$232M -$4.92M 3 1.11% Reduced
268
Los Angeles Capital Management
Los Angeles Capital Management
California
$231M -$112M 24 1.02% Reduced
269
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$230M +$11.4M 36 0.44% Increased
270
Driehaus Capital Management
Driehaus Capital Management
Illinois
$229M -$330M 6 2.21% Reduced
271
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$229M +$1.47M 36 0.88% Increased
272
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$229M +$20.3M 8 0.57% Increased
273
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$225M -$3.46M 44 1.1% Reduced
274
Fenimore Asset Management
Fenimore Asset Management
New York
$224M +$3.13M 3 4.75% Increased
275
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$224M -$88.5M 15 3.43% Reduced