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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
ACG
Anchorage Capital Group
New York
$362M +$508M 1 82.97% New
277
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$359M +$88.1M 21 1.03% Increased
278
OP Asset Management
OP Asset Management
$359M +$128M 27 3.11% Increased
279
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$358M +$385M 2 5.94% Increased
280
MetLife Investment Management
MetLife Investment Management
New Jersey
$348M +$16.9K 59 1.78% Increased
281
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$345M +$10.3M 16 1.8% Increased
282
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$344M +$8.41M 16 2.78% Increased
283
Mercer Global Advisors
Mercer Global Advisors
Colorado
$339M -$26.8M 45 0.5% Reduced
284
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$337M -$97.9M 9 3.63% Reduced
285
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$332M +$25.4M 74 0.87% Increased
286
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$331M +$14.6M 43 0.85% Increased
287
Daiwa Securities Group
Daiwa Securities Group
Japan
$331M -$10.1M 22 0.95% Reduced
288
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$329M -$10.2M 17 4.71% Reduced
289
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$329M -$3.14M 6 6.02% Reduced
290
CI Investments Inc
CI Investments Inc
Ontario, Canada
$326M -$32.3M 20 1.58% Reduced
291
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$325M +$19.7M 39 1.28% Increased
292
Kestra Advisory Services
Kestra Advisory Services
Texas
$323M +$22.4M 36 1.22% Increased
293
Maverick Capital
Maverick Capital
Texas
$323M +$38.1M 6 3.72% Increased
294
Swiss Life Asset Management
Swiss Life Asset Management
$321M +$75M 39 1.57% Increased
295
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$321M +$37.6M 10 3.92% Increased
296
TCAM
Turtle Creek Asset Management
Ontario, Canada
$318M +$257M 2 11.89% Increased
297
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$317M -$23.1M 46 1.58% Reduced
298
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$316M +$784K 8 1.75% Increased
299
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$315M -$5.88M 8 0.81% Reduced
300
Tredje AP-fonden
Tredje AP-fonden
Sweden
$314M +$188M 14 1.71% Increased