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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
Icahn Carl
Icahn Carl
Florida
$362M +$78M 1 4.29% Increased
252
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$362M +$628K 7 2.51% Increased
253
First Eagle Investment Management
First Eagle Investment Management
New York
$360M +$11.9M 18 0.63% Increased
254
P3I
Progeny 3 Inc
Washington
$360M -$275K 3 19.37% Reduced
255
CI Investments Inc
CI Investments Inc
Ontario, Canada
$355M -$120M 18 1.56% Reduced
256
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$355M +$309M 4 3.67% Increased
257
TimesSquare Capital Management
TimesSquare Capital Management
New York
$354M +$37.3M 8 5.33% Increased
258
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$353M -$55.8M 4 1.98% Reduced
259
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$352M -$11.5M 6 1.12% Reduced
260
Merewether Investment Management
Merewether Investment Management
Texas
$347M +$50M 5 7.98% Increased
261
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$345M +$10.8M 33 0.64% Increased
262
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$344M +$2.48M 38 1.24% Increased
263
Great Lakes Advisors
Great Lakes Advisors
Illinois
$343M -$16.6M 22 2.8% Reduced
264
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
$340M +$342M 20 1.06% New
265
William Blair & Company
William Blair & Company
Illinois
$336M +$321K 30 0.9% Increased
266
Perpetual Ltd
Perpetual Ltd
Australia
$333M -$31.6M 10 4.82% Reduced
267
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$332M -$55.2M 39 0.63% Reduced
268
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$331M -$121M 4 5.58% Reduced
269
AustralianSuper
AustralianSuper
Australia
$330M -$2.8M 6 1.54% Reduced
270
IEQ Capital
IEQ Capital
California
$329M +$23.2M 33 0.99% Increased
271
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$321M -$2.62M 7 3.5% Reduced
272
GA
Greenhaven Associates
New York
$320M -$74.9M 3 5.19% Reduced
273
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$320M +$38.7M 20 4.33% Increased
274
Skye Global Management
Skye Global Management
Florida
$320M -$4.04M 3 5.9% Reduced
275
London Company of Virginia
London Company of Virginia
Virginia
$319M -$21.4M 6 1.84% Reduced