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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
Brandes Investment Partners
Brandes Investment Partners
California
$313M +$13.5M 5 2.83% Increased
252
SG Americas Securities
SG Americas Securities
New York
$312M +$43.9M 44 1.3% Increased
253
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$310M +$779K 31 0.67% Increased
254
Skye Global Management
Skye Global Management
Florida
$309M -$4.2M 6 5.38% Reduced
255
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$308M -$16.6M 17 0.63% Reduced
256
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$307M +$25.7M 17 4.31% Increased
257
Osaic Holdings
Osaic Holdings
Arizona
$305M +$38.5M 75 0.54% Increased
258
Fred Alger Management
Fred Alger Management
New York
$301M +$34.3M 11 1.35% Increased
259
DCM
DME Capital Management
New York
$298M +$150M 2 12.81% Increased
260
Longview Asset Management (Illinois)
Longview Asset Management (Illinois)
Illinois
$297M $0 1 3.46% Maintained
261
MetLife Investment Management
MetLife Investment Management
New Jersey
$297M -$2.42M 56 1.75% Reduced
262
Quantinno Capital Management
Quantinno Capital Management
New York
$296M +$66.6M 49 1.28% Increased
263
DF Dent & Co
DF Dent & Co
Maryland
$291M -$3.13M 6 3.69% Reduced
264
Chevy Chase Trust
Chevy Chase Trust
Maryland
$289M -$254K 10 0.84% Reduced
265
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$288M +$5.19M 44 0.48% Increased
266
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$288M +$45.5M 5 8.56% Increased
267
PointState Capital
PointState Capital
New York
$287M +$56.2M 3 4.37% Increased
268
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$286M +$10M 6 5.17% Increased
269
HRT Financial
HRT Financial
New York
$283M +$213M 38 1.25% Increased
270
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$282M -$6.86M 37 1.09% Reduced
271
INTECH Investment Management
INTECH Investment Management
Florida
$281M -$1.05M 52 2.64% Reduced
272
Davenport & Co
Davenport & Co
Virginia
$281M +$4.91M 20 1.53% Increased
273
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$280M +$5.83M 40 1% Increased
274
Cartenna Capital
Cartenna Capital
Connecticut
$280M +$156M 4 9.88% Increased
275
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$279M +$7.54M 43 1.2% Increased