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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
Tocqueville Asset Management
Tocqueville Asset Management
New York
$170M -$6.64M 8 3.05% Reduced
277
Fenimore Asset Management
Fenimore Asset Management
New York
$170M +$977K 2 4.25% Increased
278
Tredje AP-fonden
Tredje AP-fonden
Sweden
$166M +$32.6M 10 2.35% Increased
279
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$165M -$7.08M 43 1.21% Reduced
280
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$165M +$4.4M 19 1.59% Increased
281
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$165M -$23.5M 4 5.98% Reduced
282
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$164M +$7.47M 7 1.46% Increased
283
CIBC World Market
CIBC World Market
Ontario, Canada
$164M +$12.2M 15 0.52% Increased
284
TimesSquare Capital Management
TimesSquare Capital Management
New York
$163M -$10.1M 3 2.34% Reduced
285
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$163M -$3.35M 34 0.77% Reduced
286
DnB Asset Management
DnB Asset Management
Norway
$162M -$8.73M 9 0.93% Reduced
287
ACM
ADW Capital Management
Florida
$162M +$22M 1 41.38% Increased
288
Third Point
Third Point
New York
$161M +$135M 1 2.36% Increased
289
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$157M +$24.4M 3 2.26% Increased
290
CM
Cercano Management
Washington
$156M -$11M 2 5.41% Reduced
291
Mutual of America Capital Management
Mutual of America Capital Management
New York
$154M -$5.95M 28 1.76% Reduced
292
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$154M -$7.65M 37 0.61% Reduced
293
GGHC
Gilder Gagnon Howe & Co
New York
$153M -$2.19M 10 2.1% Reduced
294
WRBC
W.R. Berkley Corp
Connecticut
$152M $0 1 9.16% Maintained
295
Holocene Advisors
Holocene Advisors
New York
$152M +$4.37M 12 0.65% Increased
296
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$151M +$122K 37 0.19% Increased
297
HCC
Hill City Capital
Massachusetts
$149M +$5.23M 3 22.85% Increased
298
EARNEST Partners
EARNEST Partners
Georgia
$149M -$28.5M 19 0.83% Reduced
299
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$148M -$494K 7 2.39% Reduced
300
Boston Trust Walden
Boston Trust Walden
Massachusetts
$147M -$6.67M 5 1.21% Reduced