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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
$156M +$2.82M 9 0.99% Increased
277
Huntington National Bank
Huntington National Bank
Ohio
$156M +$2.9M 39 1.54% Increased
278
CM
Cercano Management
Washington
$155M -$15.5M 2 6.19% Reduced
279
Boston Trust Walden
Boston Trust Walden
Massachusetts
$155M -$9.47M 4 1.33% Reduced
280
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$153M -$6.85M 8 2.66% Reduced
281
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$152M -$44.6M 20 1.48% Reduced
282
B
BloombergSen
Ontario, Canada
$151M -$2.07M 1 10.33% Reduced
283
Squarepoint
Squarepoint
New York
$149M +$35.3M 44 0.61% Increased
284
Congress Wealth Management
Congress Wealth Management
Massachusetts
$149M +$10.1M 11 3.59% Increased
285
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$149M -$11.6M 27 1.23% Reduced
286
TimesSquare Capital Management
TimesSquare Capital Management
New York
$146M -$14.5M 3 2.13% Reduced
287
Mutual of America Capital Management
Mutual of America Capital Management
New York
$145M -$7.15M 27 1.73% Reduced
288
UMB Bank
UMB Bank
Missouri
$144M -$6.45M 22 2.3% Reduced
289
CIBC World Market
CIBC World Market
Ontario, Canada
$144M +$3.5M 15 0.48% Increased
290
River Road Asset Management
River Road Asset Management
Kentucky
$144M -$38.9M 4 1.96% Reduced
291
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$143M +$25.1M 27 0.63% Increased
292
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$143M -$7.15M 33 0.74% Reduced
293
ACB
Aristotle Capital Boston
Massachusetts
$142M +$7.74M 4 4.4% Increased
294
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$142M +$3.76M 34 0.2% Increased
295
LSV Asset Management
LSV Asset Management
Illinois
$142M -$1.8M 12 0.32% Reduced
296
WRBC
W.R. Berkley Corp
Connecticut
$141M -$2.6M 1 8.96% Reduced
297
GGHC
Gilder Gagnon Howe & Co
New York
$140M +$538K 5 2.32% Increased
298
AAM
ACK Asset Management
Connecticut
$140M +$3.67M 3 21.3% Increased
299
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$139M -$9.7M 7 2.42% Reduced
300
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$138M -$7.7M 19 3.23% Reduced