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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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$313M +$17.1M 48 0.64% Increased
302
P3I
Progeny 3 Inc
Washington
$311M +$866K 3 16.63% Increased
303
Advisors Asset Management
Advisors Asset Management
Colorado
$309M +$17.6M 41 5.14% Increased
304
MC
Metropolis Capital
United Kingdom
$308M +$345M 1 10.41% New
305
Arizona State Retirement System
Arizona State Retirement System
Arizona
$306M -$5.27M 46 1.79% Reduced
306
Artemis Investment Management
Artemis Investment Management
United Kingdom
$305M -$145M 6 3.23% Reduced
307
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$304M -$13.1M 62 1.12% Reduced
308
Commerce Bank
Commerce Bank
Missouri
$304M +$65.9M 21 1.47% Increased
309
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$302M -$40M 4 6.04% Reduced
310
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$302M +$111M 15 1.65% Increased
311
First Pacific Advisors
First Pacific Advisors
California
$300M +$2.81M 4 4.2% Increased
312
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$296M +$27.4M 43 1.07% Increased
313
London Company of Virginia
London Company of Virginia
Virginia
$294M -$14.6M 5 1.81% Reduced
314
SEB Asset Management
SEB Asset Management
$289M +$295M 20 1.24% New
315
Resona Asset Management
Resona Asset Management
Japan
$289M +$3.25M 16 1.44% Increased
316
Castle Hook Partners
Castle Hook Partners
New York
$288M -$74.8M 1 1.23% Reduced
317
Skye Global Management
Skye Global Management
Florida
$288M -$18.8M 3 5.75% Reduced
318
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$282M +$24.9M 14 1.09% Increased
319
Beck Mack & Oliver
Beck Mack & Oliver
New York
$280M +$237M 4 5.78% Increased
320
EC
Eleva Capital
France
$279M +$312M 1 81.27% New
321
M&T Bank
M&T Bank
New York
$278M -$5.82M 35 0.91% Reduced
322
First Manhattan
First Manhattan
New York
$278M -$8.56M 18 0.77% Reduced
323
Merewether Investment Management
Merewether Investment Management
Texas
$276M -$155M 5 5.34% Reduced
324
IHG
Insight Holdings Group
New York
$276M +$387M 1 19.34% New
325
PPC
Park Presidio Capital
California
$275M +$22.9M 2 19.31% Increased