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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
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$89.4M -$5.54M 2 0.76% Reduced
277
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$89.4M +$4.66M 23 0.29% Increased
278
ICOM
Investment Counselors of Maryland
Maryland
$88.9M -$7.62M 7 3.8% Reduced
279
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$88.7M +$27.6M 13 0.28% Increased
280
SCM
Suvretta Capital Management
New York
$88.2M -$143M 1 2.01% Reduced
281
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$87.6M -$104K 5 0.87% Reduced
282
Zacks Investment Management
Zacks Investment Management
Illinois
$87.5M +$2.38M 14 1.64% Increased
283
GPC
Glen Point Capital
United Kingdom
$87.4M +$82.6M 1 18.06% New
284
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$87.3M -$4.71M 11 1.35% Reduced
285
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$86.7M +$16.9M 22 0.57% Increased
286
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$85.9M -$3M 1 0.49% Reduced
287
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$85.4M -$187K 13 0.71% Reduced
288
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$85.2M -$11.7M 15 0.55% Reduced
289
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$84.9M +$79.1M 8 0.36% New
290
PPC
Park Presidio Capital
California
$83.6M -$5.55M 1 9.31% Reduced
291
Royal London Asset Management
Royal London Asset Management
United Kingdom
$83.4M -$1.3M 8 0.58% Reduced
292
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$83.1M -$349K 2 1.22% Reduced
293
Arizona State Retirement System
Arizona State Retirement System
Arizona
$82.9M -$8.73M 32 1% Reduced
294
DnB Asset Management
DnB Asset Management
Norway
$82.9M -$17.8M 7 0.81% Reduced
295
MSL
Mackay Shields LLC
New York
$82M -$13.8M 23 0.57% Reduced
296
NI
Nuance Investments
Missouri
$81.2M -$24.1M 2 2.65% Reduced
297
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$81.2M +$2.62M 11 1.06% Increased
298
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$81.1M -$1.93M 4 3.34% Reduced
299
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$80.9M -$17.9M 18 0.5% Reduced
300
Advisors Asset Management
Advisors Asset Management
Colorado
$80.4M +$1.25M 34 1.41% Increased