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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
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$270M -$3.02M 36 2.05% Reduced
302
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$270M -$19M 14 1.55% Reduced
303
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$268M -$293M 35 1.52% Reduced
304
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$261M +$1.54M 24 1.87% Increased
305
Longview Asset Management (Illinois)
Longview Asset Management (Illinois)
Illinois
$259M -$609K 1 2.67% Reduced
306
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$257M +$17M 8 0.6% Increased
307
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$251M -$281M 10 1.72% Reduced
308
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$250M -$4.68M 57 0.96% Reduced
309
Mercer Global Advisors
Mercer Global Advisors
Colorado
$246M +$38.4M 41 0.41% Increased
310
PIP
Permian Investment Partners
Texas
$245M +$48.3M 2 27.67% Increased
311
Swiss Life Asset Management
Swiss Life Asset Management
$242M +$23.2M 32 1.26% Increased
312
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$240M +$147M 15 0.43% Increased
313
GGHC
Gilder Gagnon Howe & Co
New York
$240M -$44.6M 5 2.45% Reduced
314
Groupe la Francaise
Groupe la Francaise
France
$240M +$36.3M 16 3.24% Increased
315
Sands Capital Management
Sands Capital Management
Virginia
$240M +$71.9M 1 0.66% Increased
316
Acadian Asset Management
Acadian Asset Management
Massachusetts
$239M +$49.1M 38 0.42% Increased
317
PPC
Park Presidio Capital
California
$239M +$13M 2 20.81% Increased
318
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$237M -$3.47M 11 2.13% Reduced
319
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$236M +$8.84M 39 0.65% Increased
320
Resona Asset Management
Resona Asset Management
Japan
$235M -$13.8M 15 1.11% Reduced
321
MML Investors Services
MML Investors Services
Massachusetts
$234M +$1.92M 34 0.63% Increased
322
Algert Global
Algert Global
California
$234M +$16.8M 24 3.91% Increased
323
Candriam SCA
Candriam SCA
Luxembourg
$233M -$24.3M 14 1.22% Reduced
324
Walleye Capital
Walleye Capital
New York
$233M +$19.7M 38 0.87% Increased
325
DnB Asset Management
DnB Asset Management
Norway
$231M +$3.05M 13 0.87% Increased