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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
DnB Asset Management
DnB Asset Management
Norway
$152M +$7.94M 9 0.91% Increased
302
Tocqueville Asset Management
Tocqueville Asset Management
New York
$151M -$14.4M 8 2.87% Reduced
303
VanEck Associates
VanEck Associates
New York
$150M -$7.47M 17 0.33% Reduced
304
Boston Trust Walden
Boston Trust Walden
Massachusetts
$148M +$10.4M 5 1.24% Increased
305
SCA
Southpoint Capital Advisors
New York
$147M -$14.6M 3 3.29% Reduced
306
VC
Voss Capital
Texas
$147M +$56M 4 18.48% Increased
307
LPU
Lansdowne Partners (UK)
United Kingdom
$146M +$152M 2 13.39% Increased
308
TimesSquare Capital Management
TimesSquare Capital Management
New York
$146M -$13.7M 3 2.27% Reduced
309
Gates Capital Management
Gates Capital Management
New York
$145M +$47.5M 2 3.62% Increased
310
Arizona State Retirement System
Arizona State Retirement System
Arizona
$144M -$612K 40 1.22% Reduced
311
Soros Fund Management
Soros Fund Management
New York
$143M +$96M 3 2.03% Increased
312
Cerity Partners
Cerity Partners
New York
$142M -$32.4M 19 0.69% Reduced
313
IR
IAT Reinsurance
New York
$141M $0 2 28.02% Maintained
314
Mutual of America Capital Management
Mutual of America Capital Management
New York
$141M -$11.1M 28 1.74% Reduced
315
ACM
Alua Capital Management
New York
$139M $0 1 8.22% Maintained
316
Holocene Advisors
Holocene Advisors
New York
$139M -$6.93M 11 0.61% Reduced
317
CM
Cercano Management
Washington
$139M +$1.96M 3 4.93% Increased
318
Channing Capital Management
Channing Capital Management
Illinois
$138M +$11M 3 4.56% Increased
319
SIGI
Susquehanna International Group (Ireland)
Ireland
$137M +$139M 2 32.18% Increased
320
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$133M +$64.5M 17 0.35% Increased
321
L1 Capital
L1 Capital
Australia
$132M +$125M 1 11.26% Increased
322
TCAM
Turtle Creek Asset Management
Ontario, Canada
$130M +$1.43M 1 3.71% Increased
323
B
BloombergSen
Ontario, Canada
$130M -$1.78M 1 8.83% Reduced
324
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$129M -$176K 4 4.33% Reduced
325
ACB
Aristotle Capital Boston
Massachusetts
$126M -$24.9M 4 4.07% Reduced