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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
Glenmede Trust
Glenmede Trust
Pennsylvania
$206M +$13.6M 23 0.98% Increased
302
AMF Tjänstepension
AMF Tjänstepension
Sweden
$202M -$213M 5 1.45% Reduced
303
TCAM
Turtle Creek Asset Management
Ontario, Canada
$202M -$32.3M 1 4.84% Reduced
304
Mercer Global Advisors
Mercer Global Advisors
Colorado
$200M +$5.04M 27 0.47% Increased
305
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$199M -$3.49M 3 5.45% Reduced
306
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$198M -$118M 34 1.32% Reduced
307
SHIM
Spruce House Investment Management
New York
$197M $0 1 9.68% Maintained
308
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$197M -$3.31M 9 1.38% Reduced
309
Kennedy Capital Management
Kennedy Capital Management
Missouri
$197M -$20.2M 25 4.34% Reduced
310
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$196M -$5.52M 15 1.7% Reduced
311
Todd Asset Management
Todd Asset Management
Kentucky
$196M -$6.64M 4 4.57% Reduced
312
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$193M -$23.6M 5 3.77% Reduced
313
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$193M -$1.16M 18 1.78% Reduced
314
LPU
Lansdowne Partners (UK)
United Kingdom
$189M -$81.3M 2 14.81% Reduced
315
INTECH Investment Management
INTECH Investment Management
Florida
$188M +$28.7M 44 2.1% Increased
316
VC
Voss Capital
Texas
$187M +$32.5M 3 15.52% Increased
317
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$186M -$8.93M 4 2.54% Reduced
318
DnB Asset Management
DnB Asset Management
Norway
$186M +$18.2M 13 0.84% Increased
319
Daiwa Securities Group
Daiwa Securities Group
Japan
$186M +$14.9M 16 0.86% Increased
320
Amalgamated Bank
Amalgamated Bank
New York
$184M -$2.45M 59 1.52% Reduced
321
SI
Standard Investments
New York
$184M +$14.5M 2 9.3% Increased
322
MML Investors Services
MML Investors Services
Massachusetts
$182M +$7.74M 28 0.66% Increased
323
Munro Partners
Munro Partners
Australia
$182M +$55.8M 3 6.62% Increased
324
Alyeska Investment Group
Alyeska Investment Group
Illinois
$181M +$85.6M 6 0.93% Increased
325
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$181M -$31.2K 34 0.61% Reduced