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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
DnB Asset Management
DnB Asset Management
Norway
$151M +$3.09M 8 1.06% Increased
277
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$150M -$10.8M 7 2.71% Reduced
278
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$149M -$118M 18 0.26% Reduced
279
Mutual of America Capital Management
Mutual of America Capital Management
New York
$148M -$1.56M 27 1.84% Reduced
280
UMB Bank
UMB Bank
Missouri
$147M +$7.87M 22 2.33% Increased
281
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$147M $0 2 6.42% Maintained
282
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$145M +$10.3M 23 2.51% Increased
283
Kennedy Capital Management
Kennedy Capital Management
Missouri
$144M -$21.7M 21 4.08% Reduced
284
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$143M -$4.47M 33 0.78% Reduced
285
WRBC
W.R. Berkley Corp
Connecticut
$142M +$2.01M 2 7.68% Increased
286
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$142M -$1.56M 6 1.31% Reduced
287
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$140M -$223K 32 0.21% Reduced
288
Comerica Bank
Comerica Bank
Texas
$139M -$9.46M 36 1.08% Reduced
289
Brandes Investment Partners
Brandes Investment Partners
California
$138M -$22.7M 3 3.87% Reduced
290
Energy Income Partners
Energy Income Partners
Connecticut
$137M -$14.2M 1 3.1% Reduced
291
Regions Financial Corp
Regions Financial Corp
Alabama
$137M -$6.42M 10 1.26% Reduced
292
RCW
Rheos Capital Works
Japan
$137M +$43M 4 8.21% Increased
293
Panagora Asset Management
Panagora Asset Management
Massachusetts
$137M +$5.2M 26 0.9% Increased
294
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$136M -$37.1M 27 1.13% Reduced
295
LA
Legacy Advisors
Pennsylvania
$136M -$19.5M 4 24.92% Reduced
296
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$135M -$980K 4 4.8% Reduced
297
LSV Asset Management
LSV Asset Management
Illinois
$135M -$51.6M 12 0.3% Reduced
298
GGHC
Gilder Gagnon Howe & Co
New York
$135M +$1.36M 5 2.52% Increased
299
Fenimore Asset Management
Fenimore Asset Management
New York
$135M +$980K 3 3.62% Increased
300
ACB
Aristotle Capital Boston
Massachusetts
$134M -$5.36M 4 4.24% Reduced