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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
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$201M +$16.1M 11 3.53% Increased
277
Congress Wealth Management
Congress Wealth Management
Massachusetts
$201M +$84.9K 14 3.68% Increased
278
BOI
Bank of Italy
Italy
$201M -$64M 1 6.55% Reduced
279
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$200M +$97.8M 7 0.51% Increased
280
CM
Cercano Management
Washington
$199M +$34.3M 3 6.57% Increased
281
HRT Financial
HRT Financial
New York
$199M +$92.5M 27 1.45% Increased
282
SFM
Systematic Financial Management
New Jersey
$197M -$9.9M 8 5.85% Reduced
283
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$197M +$2.11M 12 1.58% Increased
284
CIBC World Market
CIBC World Market
Ontario, Canada
$196M -$7.28M 18 0.5% Reduced
285
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$195M -$22.5M 7 1.94% Reduced
286
SIGI
Susquehanna International Group (Ireland)
Ireland
$195M +$23.9M 2 44.48% Increased
287
Tredje AP-fonden
Tredje AP-fonden
Sweden
$190M +$384K 12 2.37% Increased
288
TP
Theleme Partners
United Kingdom
$189M -$62.1M 2 9% Reduced
289
M&T Bank
M&T Bank
New York
$187M +$8.56M 25 0.69% Increased
290
TPSF
Texas Permanent School Fund
Texas
$186M +$1.99M 31 1.61% Increased
291
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$186M +$15.8M 39 0.21% Increased
292
TCAM
Turtle Creek Asset Management
Ontario, Canada
$186M +$10.7M 1 4.91% Increased
293
ACM
Alua Capital Management
New York
$185M $0 1 10.76% Maintained
294
Candriam SCA
Candriam SCA
Luxembourg
$185M +$20M 13 1.28% Increased
295
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$185M -$169M 10 3.56% Reduced
296
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$185M -$1.67M 44 1.31% Reduced
297
Amalgamated Bank
Amalgamated Bank
New York
$183M -$6.88M 55 1.46% Reduced
298
DnB Asset Management
DnB Asset Management
Norway
$183M +$12.8M 8 0.95% Increased
299
Todd Asset Management
Todd Asset Management
Kentucky
$180M -$12.7M 4 3.97% Reduced
300
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$180M -$21.3M 19 1.69% Reduced