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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
301
National Pension Service
National Pension Service
South Korea
$61M +$2.22M 6 0.61% Increased
302
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$60.7M -$7.92M 3 1.14% Reduced
303
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$60.2M +$2.52M 33 0.87% Increased
304
CCI
Columbus Circle Investors
$60.2M +$3.47M 2 0.54% Increased
305
Axiom Investors
Axiom Investors
Connecticut
$59.5M +$10.6M 4 1.85% Increased
306
Los Angeles Capital Management
Los Angeles Capital Management
California
$59.3M +$33.2M 7 0.53% Increased
307
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$59.3M -$3.66M 5 1% Reduced
308
MWP
MYCIO Wealth Partners
Pennsylvania
$59.2M +$821 11 10.52% Increased
309
Baird Financial Group
Baird Financial Group
Wisconsin
$58.7M -$17M 11 0.56% Reduced
310
DCM
Daruma Capital Management
New York
$58.1M +$4.21M 1 3.64% Increased
311
KCM
Kensico Capital Management
Connecticut
$58.1M -$132M 1 1.17% Reduced
312
SIM
Stelliam Investment Management
New York
$56.6M +$13.9M 1 1.75% Increased
313
Confluence Investment Management
Confluence Investment Management
Missouri
$56.3M +$2.2M 2 1.69% Increased
314
Polar Capital
Polar Capital
United Kingdom
$56.3M -$70.5K 1 1.06% Reduced
315
Tocqueville Asset Management
Tocqueville Asset Management
New York
$56.2M +$5.88M 12 0.74% Increased
316
Fisher Asset Management
Fisher Asset Management
Washington
$56M -$234K 6 0.11% Reduced
317
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$55.7M -$16.8M 5 0.73% Reduced
318
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$55.5M -$9.22M 11 0.45% Reduced
319
STB
S&T Bank
Pennsylvania
$55.5M +$224K 3 9.25% Increased
320
RHBC
R.H. Bluestein & Co
Michigan
$54.6M +$14.6M 8 3.94% Increased
321
Coatue Management
Coatue Management
New York
$54.5M +$50.7M 1 0.68% New
322
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$54.4M -$7.01M 4 0.94% Reduced
323
Första AP-fonden
Första AP-fonden
Sweden
$53.3M -$29.3M 1 12.95% Reduced
324
CLM
ClearBridge LLC (Maryland)
Maryland
$52.9M +$24.9M 1 1.05% Increased
325
WC
Walthausen & Co
New York
$52.7M +$10.2M 7 5.57% Increased