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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
TPSF
Texas Permanent School Fund
Texas
$76.6M +$1.18M 32 1.21% Increased
302
Baird Financial Group
Baird Financial Group
Wisconsin
$76.5M -$6.29M 16 0.3% Reduced
303
SCM
Snow Capital Management
Pennsylvania
$76.1M +$4.46M 5 5.56% Increased
304
ACI
AMP Capital Investors
Australia
$75.5M -$3.45M 11 0.42% Reduced
305
Zacks Investment Management
Zacks Investment Management
Illinois
$75.4M +$43M 13 1.51% Increased
306
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$74.8M -$830K 21 0.27% Reduced
307
Advisors Asset Management
Advisors Asset Management
Colorado
$74M +$2.89M 36 1.36% Increased
308
CC
Capital Counsel
New York
$73.7M +$2.67M 1 5.16% Increased
309
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$73.5M +$2.43M 45 0.62% Increased
310
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$73.3M -$5.57M 2 1.13% Reduced
311
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$73M +$2.72M 16 0.43% Increased
312
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$72.6M -$7.74M 20 1.14% Reduced
313
SG Americas Securities
SG Americas Securities
New York
$72.5M -$48.9M 34 0.59% Reduced
314
Foresters Investment Management
Foresters Investment Management
New York
$71.2M -$7.96M 4 1.41% Reduced
315
CAM
ClariVest Asset Management
California
$70.7M -$38.7M 20 1.59% Reduced
316
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$70.6M +$2.34M 10 1.15% Increased
317
River Road Asset Management
River Road Asset Management
Kentucky
$70.1M +$47M 3 1.33% Increased
318
PM
Pembroke Management
Quebec, Canada
$70M +$3.72M 3 7.61% Increased
319
Daiwa Securities Group
Daiwa Securities Group
Japan
$69.4M -$14.1M 18 0.59% Reduced
320
VHMC
Value Holdings Management Company
New York
$69.3M +$113K 6 23.84% Increased
321
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$69.3M -$5.81M 27 0.42% Reduced
322
ALPS Advisors
ALPS Advisors
Colorado
$68.6M +$527K 14 0.53% Increased
323
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$68.6M +$3.44M 1 0.45% Increased
324
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$67.7M -$6.26M 2 0.68% Reduced
325
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$67.4M -$471K 6 0.88% Reduced