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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
Fred Alger Management
Fred Alger Management
New York
$131M -$56.1M 8 0.66% Reduced
277
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$131M -$29.8M 4 6.2% Reduced
278
Amalgamated Bank
Amalgamated Bank
New York
$130M -$2.66M 49 1.25% Reduced
279
ACB
Aristotle Capital Boston
Massachusetts
$129M -$11.1M 4 4.37% Reduced
280
Comerica Bank
Comerica Bank
Texas
$129M -$1.51M 36 1.09% Reduced
281
Candriam SCA
Candriam SCA
Luxembourg
$128M +$16.1M 10 0.9% Increased
282
Boston Trust Walden
Boston Trust Walden
Massachusetts
$126M +$3.52M 4 1.24% Increased
283
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$126M -$269K 39 1.07% Reduced
284
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$124M +$11.3M 1 2.33% Increased
285
Advisors Asset Management
Advisors Asset Management
Colorado
$123M -$1.95M 37 2.43% Reduced
286
Regions Financial Corp
Regions Financial Corp
Alabama
$122M +$215K 10 1.23% Increased
287
BWA
Brave Warrior Advisors
New York
$122M +$26.2K 1 4.22% Increased
288
Fenimore Asset Management
Fenimore Asset Management
New York
$122M -$1.29M 2 3.51% Reduced
289
Mutual of America Capital Management
Mutual of America Capital Management
New York
$121M -$3.52M 30 1.64% Reduced
290
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$121M -$318K 33 0.69% Reduced
291
Zacks Investment Management
Zacks Investment Management
Illinois
$120M -$3.53M 8 1.91% Reduced
292
Glenmede Trust
Glenmede Trust
Pennsylvania
$119M -$7.18M 22 0.75% Reduced
293
Huntington National Bank
Huntington National Bank
Ohio
$117M -$863K 36 1.34% Reduced
294
LA
Legacy Advisors
Pennsylvania
$117M +$700K 3 25.83% Increased
295
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$116M -$6.43M 2 5.86% Reduced
296
IP
Interval Partners
New York
$115M +$91.8M 4 5.1% Increased
297
SAM
Scopus Asset Management
New York
$115M +$53.6M 6 4.28% Increased
298
AMF Tjänstepension
AMF Tjänstepension
Sweden
$114M -$80.9M 4 1.35% Reduced
299
Aviva
Aviva
United Kingdom
$113M -$16.1M 15 0.65% Reduced
300
DnB Asset Management
DnB Asset Management
Norway
$113M -$7.42M 8 0.87% Reduced