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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
Mutual of America Capital Management
Mutual of America Capital Management
New York
$162M -$3.23M 31 1.64% Reduced
277
AMF Tjänstepension
AMF Tjänstepension
Sweden
$161M -$50.1M 4 1.1% Reduced
278
Amalgamated Bank
Amalgamated Bank
New York
$161M -$4.51M 36 1.19% Reduced
279
SCM
Shapiro Capital Management
Georgia
$160M -$196K 1 2.92% Reduced
280
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$159M -$495K 14 0.84% Reduced
281
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$158M +$615K 9 2.35% Increased
282
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$157M -$9.95M 11 0.88% Reduced
283
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$156M -$19.8M 34 1.17% Reduced
284
Hood River Capital Management
Hood River Capital Management
Florida
$156M +$5.28M 4 4.67% Increased
285
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$156M -$1.25M 33 0.64% Reduced
286
VanEck Associates
VanEck Associates
New York
$154M +$8.24M 15 0.36% Increased
287
USS Investment Management
USS Investment Management
United Kingdom
$154M $0 9 1.16% Maintained
288
SFM
Systematic Financial Management
New Jersey
$152M -$11.6M 8 4.51% Reduced
289
M&G Investment Management
M&G Investment Management
United Kingdom
$150M -$55.1M 10 0.39% Reduced
290
First Pacific Advisors
First Pacific Advisors
California
$149M -$36.8M 1 1.84% Reduced
291
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$148M +$15.1M 21 0.54% Increased
292
PIP
Permian Investment Partners
Texas
$147M +$29.1M 1 15.31% Increased
293
Comerica Bank
Comerica Bank
Texas
$147M -$23.7M 38 1.08% Reduced
294
RHBC
R.H. Bluestein & Co
Michigan
$146M +$9.67M 13 5.23% Increased
295
Mariner
Mariner
Kansas
$145M +$36.8M 10 0.61% Increased
296
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$145M +$105M 16 1.32% Increased
297
Squarepoint
Squarepoint
New York
$144M +$11.2M 44 0.38% Increased
298
Zacks Investment Management
Zacks Investment Management
Illinois
$142M -$4.8M 7 2% Reduced
299
AM
Ares Management
California
$141M +$36.3M 2 3.99% Increased
300
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$141M -$18.8M 12 1.57% Reduced