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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
276
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$80.4M -$21.8M 25 0.44% Reduced
277
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$80M -$774K 16 1.05% Reduced
278
HEIP
Hudson Edge Investment Partners
New Jersey
$79.4M -$8.27M 2 3.34% Reduced
279
Suntrust Banks
Suntrust Banks
Georgia
$79M -$45.1K 19 0.51% Reduced
280
ING Group
ING Group
Netherlands
$78.4M -$6.84M 8 0.42% Reduced
281
Great Lakes Advisors
Great Lakes Advisors
Illinois
$78.2M +$6.91M 7 2.38% Increased
282
IIM
Ivory Investment Management
New York
$77.2M -$104M 1 1.88% Reduced
283
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$76.8M -$57.8K 16 0.53% Reduced
284
MDSL
M.D. Sass LLC
New York
$76.7M +$37.7M 1 3.82% Increased
285
Regions Financial Corp
Regions Financial Corp
Alabama
$76.4M -$5M 7 1.01% Reduced
286
Aperio Group
Aperio Group
California
$75.9M +$10M 35 0.78% Increased
287
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$75.9M +$20.1M 11 1.35% Increased
288
CRM
Cramer Rosenthal McGlynn
Connecticut
$75.4M -$52.3M 2 0.93% Reduced
289
AAM
ACK Asset Management
Connecticut
$75.2M +$32.8M 4 21.03% Increased
290
Glenmede Trust
Glenmede Trust
Pennsylvania
$75.2M +$9.72M 31 0.54% Increased
291
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$75M -$5.57M 12 0.41% Reduced
292
CGM
Capital Growth Management
Massachusetts
$75M +$5.45M 1 2.15% Increased
293
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$74M +$22.3M 14 1.5% Increased
294
LCG
Luxor Capital Group
New York
$72.8M +$37.6M 2 1.14% Increased
295
MWP
MYCIO Wealth Partners
Pennsylvania
$72.8M +$78.5K 8 14.14% Increased
296
KBC Group
KBC Group
Belgium
$72.3M +$7.04M 27 0.93% Increased
297
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$72.1M -$38.5M 1 0.78% Reduced
298
FC
Finepoint Capital
Massachusetts
$71.4M +$25.3M 1 20.74% Increased
299
Emerald Advisers
Emerald Advisers
Pennsylvania
$71.3M -$6.58M 9 3.4% Reduced
300
CM
CS McKee
Pennsylvania
$69.8M -$5.13M 2 1.94% Reduced