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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
Zacks Investment Management
Zacks Investment Management
Illinois
$159M +$7.54M 8 2.21% Increased
277
KBC Group
KBC Group
Belgium
$159M -$6.49M 22 0.63% Reduced
278
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$158M +$22.5M 24 1.99% Increased
279
Amalgamated Bank
Amalgamated Bank
New York
$157M -$1.33M 52 1.22% Reduced
280
Amalgamated Financial
Amalgamated Financial
New York
$157M +$152M 52 1.25% New
281
Artemis Investment Management
Artemis Investment Management
United Kingdom
$154M +$33M 6 1.23% Increased
282
Energy Income Partners
Energy Income Partners
Connecticut
$154M +$3.75M 1 3.3% Increased
283
Hood River Capital Management
Hood River Capital Management
Florida
$153M +$18.5M 5 5.07% Increased
284
Acadian Asset Management
Acadian Asset Management
Massachusetts
$152M -$217M 23 0.63% Reduced
285
Mutual of America Capital Management
Mutual of America Capital Management
New York
$152M -$514K 31 1.61% Reduced
286
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$151M +$2.43M 12 1.81% Increased
287
First Pacific Advisors
First Pacific Advisors
California
$149M -$5.46M 1 1.92% Reduced
288
Huntington National Bank
Huntington National Bank
Ohio
$149M +$5.88M 34 1.38% Increased
289
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$149M -$17.7M 36 1.05% Reduced
290
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$149M +$3.5M 36 0.61% Increased
291
National Bank of Canada
National Bank of Canada
Quebec, Canada
$148M +$51.7M 28 0.44% Increased
292
SFM
Systematic Financial Management
New Jersey
$148M +$4.09M 8 4.61% Increased
293
Fenimore Asset Management
Fenimore Asset Management
New York
$147M -$353K 2 3.59% Reduced
294
EARNEST Partners
EARNEST Partners
Georgia
$145M -$3.66M 18 0.86% Reduced
295
Natixis
Natixis
France
$144M -$72.4M 21 0.5% Reduced
296
UMB Bank
UMB Bank
Missouri
$144M +$19.1M 28 1.9% Increased
297
FFM
Fullerton Fund Management
Singapore
$143M +$112M 2 7.54% Increased
298
TIAM
TT International Asset Management
United Kingdom
$143M -$30.9M 3 10% Reduced
299
Comerica Bank
Comerica Bank
Texas
$142M -$7.48M 37 1.03% Reduced
300
M&G Investment Management
M&G Investment Management
United Kingdom
$142M +$12.7M 9 0.28% Increased