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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
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$65.4M +$19.2M 6 0.7% Increased
277
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$65.4M +$5.62M 47 0.61% Increased
278
Candriam SCA
Candriam SCA
Luxembourg
$65.2M +$5.98K 12 0.72% Increased
279
Fenimore Asset Management
Fenimore Asset Management
New York
$65.2M +$30.3M 2 2.63% Increased
280
Man Group
Man Group
United Kingdom
$65.2M -$215M 22 0.42% Reduced
281
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$64.9M +$2.92M 10 1% Increased
282
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$64.5M +$16.7M 3 1.1% Increased
283
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$63.8M -$4.95M 2 0.71% Reduced
284
PPC
Park Presidio Capital
California
$63.8M +$17.2M 1 7.86% Increased
285
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$63.8M +$17.9M 4 2.91% Increased
286
Panagora Asset Management
Panagora Asset Management
Massachusetts
$63.6M -$21.3M 38 0.45% Reduced
287
Wedge Capital Management
Wedge Capital Management
North Carolina
$63.4M +$5.44M 11 1.09% Increased
288
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$61.6M -$9.72M 6 0.26% Reduced
289
AAM
ACK Asset Management
Connecticut
$61.4M -$59.5M 4 30.68% Reduced
290
Osaic Holdings
Osaic Holdings
Arizona
$61.4M +$157M 63 0.25% New
291
Artisan Partners
Artisan Partners
Wisconsin
$60.7M -$7.46M 3 0.13% Reduced
292
SAM
Scopus Asset Management
New York
$60.6M -$203M 5 5.2% Reduced
293
CBT
Capital Bank & Trust
California
$60.2M -$22.1M 5 1.01% Reduced
294
Zacks Investment Management
Zacks Investment Management
Illinois
$59.7M -$9.08M 9 1.47% Reduced
295
Royal London Asset Management
Royal London Asset Management
United Kingdom
$59.6M -$2.36M 8 0.48% Reduced
296
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$59.1M -$32.6M 6 0.25% Reduced
297
GC
GMT Capital
Georgia
$59.1M +$13.4M 2 3.32% Increased
298
CIBC World Markets
CIBC World Markets
New York
$59M -$49.2M 8 0.75% Reduced
299
HighTower Advisors
HighTower Advisors
Illinois
$58.8M -$2.46M 13 0.38% Reduced
300
ACI
AMP Capital Investors
Australia
$58.7M -$10.2M 9 0.43% Reduced