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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
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$174M -$758K 15 0.72% Reduced
277
SCM
Sahana Capital Management
Connecticut
$173M +$5.89M 1 28.98% Increased
278
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$172M -$15M 9 3.03% Reduced
279
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$171M -$37.7M 8 3.07% Reduced
280
Amalgamated Bank
Amalgamated Bank
New York
$171M +$960K 55 1.45% Increased
281
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$170M +$14.1M 5 1.8% Increased
282
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$168M +$2.98M 43 1.28% Increased
283
SAM
Scopus Asset Management
New York
$168M +$37.6M 9 4.77% Increased
284
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$167M +$2.28M 19 1.79% Increased
285
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$167M -$9.1M 11 3.26% Reduced
286
EARNEST Partners
EARNEST Partners
Georgia
$166M +$592K 20 0.96% Increased
287
DC
Dendur Capital
New York
$166M +$172M 1 21.01% New
288
Tredje AP-fonden
Tredje AP-fonden
Sweden
$165M +$591K 10 2.44% Increased
289
Todd Asset Management
Todd Asset Management
Kentucky
$165M +$21.1M 4 3.9% Increased
290
TPSF
Texas Permanent School Fund
Texas
$164M -$4.7M 31 1.6% Reduced
291
M&T Bank
M&T Bank
New York
$161M +$21.3M 25 0.64% Increased
292
Brandes Investment Partners
Brandes Investment Partners
California
$160M -$54.9M 4 3.12% Reduced
293
Energy Income Partners
Energy Income Partners
Connecticut
$158M +$30.3M 2 3.58% Increased
294
Perpetual Ltd
Perpetual Ltd
Australia
$155M -$238M 8 1.6% Reduced
295
Fenimore Asset Management
Fenimore Asset Management
New York
$155M +$829K 2 4.02% Increased
296
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$155M +$5.22M 38 0.59% Increased
297
ACM
ADW Capital Management
Florida
$154M $0 1 41.51% Maintained
298
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$154M +$2.13M 35 0.2% Increased
299
River Road Asset Management
River Road Asset Management
Kentucky
$153M +$31.5M 4 2.18% Increased
300
Glenmede Trust
Glenmede Trust
Pennsylvania
$153M +$6.66M 24 0.87% Increased