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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
Great Lakes Advisors
Great Lakes Advisors
Illinois
$68.1M -$2.39M 7 2.04% Reduced
277
NI
Nuance Investments
Missouri
$67.7M +$45.3M 2 7.51% Increased
278
Marshfield Associates
Marshfield Associates
District of Columbia
$67.7M +$482K 1 4.98% Increased
279
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$66.9M +$6.64M 12 0.41% Increased
280
ICOM
Investment Counselors of Maryland
Maryland
$66.4M +$1.41M 8 3.83% Increased
281
Two Sigma Investments
Two Sigma Investments
New York
$66.3M -$297K 27 0.32% Reduced
282
Blackstone Inc
Blackstone Inc
New York
$66.1M +$10.5M 1 0.24% Increased
283
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$65.5M +$963K 9 0.55% Increased
284
Westfield Capital Management
Westfield Capital Management
Massachusetts
$64.4M -$55.5M 1 0.43% Reduced
285
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$64.3M +$36M 7 0.79% Increased
286
Capital International Inc
Capital International Inc
California
$64.2M +$5.82M 2 5.7% Increased
287
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$64M +$2.18M 4 1.17% Increased
288
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$61.7M -$3.27M 4 1.18% Reduced
289
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$61.7M +$10.5M 1 0.41% Increased
290
Hancock Whitney
Hancock Whitney
Mississippi
$61.4M +$10.7M 8 2.57% Increased
291
Wasatch Advisors
Wasatch Advisors
Utah
$61.1M -$9.63M 4 0.84% Reduced
292
ACI
AMP Capital Investors
Australia
$60.8M +$11.2M 14 0.42% Increased
293
Emerald Advisers
Emerald Advisers
Pennsylvania
$60.7M +$2.79M 8 2.86% Increased
294
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$60.6M +$47.3M 7 0.22% Increased
295
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$60M +$10.4M 11 0.51% Increased
296
Capital Guardian Trust
Capital Guardian Trust
California
$59.7M -$18.6M 12 0.46% Reduced
297
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$59.5M +$3.15M 12 1.3% Increased
298
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$59.2M +$8.92M 7 0.1% Increased
299
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$58.4M -$1.72M 11 1.05% Reduced
300
CCI
Columbus Circle Investors
$58.1M -$2.04M 2 0.47% Reduced