← 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
276
Davenport & Co
Davenport & Co
Virginia
$88.4M +$41.1M 5 1.17% Increased
277
BAPIM
British Airways Pensions Investment Management
United Kingdom
$86.9M -$4.84M 3 2.52% Reduced
278
CRCP
Copper Rock Capital Partners
Massachusetts
$86.7M -$18.6M 4 5.61% Reduced
279
Natixis
Natixis
France
$86.2M +$17M 12 0.98% Increased
280
QI
QV Investors
Alberta, Canada
$84.9M +$35.7M 3 1.97% Increased
281
Baird Financial Group
Baird Financial Group
Wisconsin
$84.7M +$3.51M 14 0.66% Increased
282
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$84.6M -$3.04M 34 0.99% Reduced
283
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$84.3M -$67.9M 10 0.26% Reduced
284
BOI
Bank of Italy
Italy
$83.8M $0 1 4.96% Maintained
285
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$83.5M +$57.2M 6 0.43% Increased
286
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$83.3M -$26.5M 5 0.46% Reduced
287
PM
Pembroke Management
Quebec, Canada
$83.2M +$4.91M 4 7.41% Increased
288
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$83.2M +$3.74M 1 1.3% Increased
289
HP
Holowesko Partners
Bahamas
$82.3M +$19.3M 1 5.55% Increased
290
TPSF
Texas Permanent School Fund
Texas
$82.3M -$1.51M 29 1.08% Reduced
291
Scout Investments
Scout Investments
Missouri
$81.6M +$14.6M 4 2.36% Increased
292
CEP
Chicago Equity Partners
Illinois
$81.4M +$20.4M 18 2.19% Increased
293
Jane Street
Jane Street
New York
$80.4M +$14.4M 27 0.28% Increased
294
Calamos Advisors
Calamos Advisors
Illinois
$80.4M -$15.9M 8 0.59% Reduced
295
Fred Alger Management
Fred Alger Management
New York
$79.7M -$34.2M 6 0.38% Reduced
296
CC
Capital Counsel
New York
$79.6M +$1.16M 1 7.25% Increased
297
Confluence Investment Management
Confluence Investment Management
Missouri
$78.4M +$1.59M 2 1.59% Increased
298
AAM
ACK Asset Management
Connecticut
$78.3M +$19.6M 4 17.67% Increased
299
Suntrust Banks
Suntrust Banks
Georgia
$78.1M -$5.03M 15 0.48% Reduced
300
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$77.2M -$1.41M 8 0.73% Reduced