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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
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$95.7M +$15.3M 4 0.52% Increased
277
Natixis
Natixis
France
$95.4M +$2.07M 19 0.88% Increased
278
Marshfield Associates
Marshfield Associates
District of Columbia
$95M -$1.31M 1 6.3% Reduced
279
Baird Financial Group
Baird Financial Group
Wisconsin
$94.3M -$4.2M 13 0.71% Reduced
280
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$94.2M +$62.2M 9 0.22% Increased
281
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$91.6M +$12.8M 6 4.31% Increased
282
RHJA
Rice Hall James & Associates
California
$91.6M -$2.7M 7 4.05% Reduced
283
Wasatch Advisors
Wasatch Advisors
Utah
$91.4M -$2.49M 3 1.24% Reduced
284
Arizona State Retirement System
Arizona State Retirement System
Arizona
$91.3M +$23.8M 29 1.09% Increased
285
NCGI
Next Century Growth Investors
Minnesota
$90.3M -$25.7M 13 10.83% Reduced
286
Maverick Capital
Maverick Capital
Texas
$90.1M -$235M 2 1.14% Reduced
287
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$90M +$7.06M 12 0.76% Increased
288
Davis Selected Advisers
Davis Selected Advisers
Arizona
$89.8M +$14.7M 1 0.38% Increased
289
HP
Holowesko Partners
Bahamas
$89.5M +$13.6M 1 7.13% Increased
290
Regions Financial Corp
Regions Financial Corp
Alabama
$89.5M -$5.37M 13 1.02% Reduced
291
Confluence Investment Management
Confluence Investment Management
Missouri
$88.6M +$16.4M 2 1.7% Increased
292
TPSF
Texas Permanent School Fund
Texas
$88.2M -$58.2K 29 1.13% Reduced
293
SIG
Senator Investment Group
New York
$87.9M +$86.3M 1 1.17% New
294
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$87.5M -$3.75M 34 0.99% Reduced
295
Scout Investments
Scout Investments
Missouri
$86.5M +$4.37M 4 2.37% Increased
296
GGHC
Gilder Gagnon Howe & Co
New York
$85.9M -$4.53M 6 1.21% Reduced
297
Mutual of America Capital Management
Mutual of America Capital Management
New York
$85.5M +$4.77M 23 1.4% Increased
298
BOI
Bank of Italy
Italy
$84.2M -$4.41M 1 4.91% Reduced
299
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$83.8M -$5.18M 6 0.5% Reduced
300
AAM
ACK Asset Management
Connecticut
$83.6M +$2.29M 4 23.07% Increased