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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
326
BKBG
BHF Kleinwort Benson Group
Belgium
$52.6M -$28.4M 6 1.53% Reduced
327
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$52.6M +$8.16M 5 3.25% Increased
328
PHS
PFM Health Sciences
California
$52.1M -$79M 1 1.61% Reduced
329
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$52M -$3.08M 16 0.41% Reduced
330
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$51.9M +$4.3M 5 1.58% Increased
331
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$51.9M -$1.54M 15 0.44% Reduced
332
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$51.6M -$1.2M 1 0.51% Reduced
333
AAM
ACK Asset Management
Connecticut
$51.6M +$32.4M 2 20.29% Increased
334
Arizona State Retirement System
Arizona State Retirement System
Arizona
$51.3M +$187K 27 0.67% Increased
335
Epoch Investment Partners
Epoch Investment Partners
New York
$51M -$980K 4 0.19% Reduced
336
SI
Standard Investments
New York
$50.5M +$46M 1 5.04% New
337
WCP
Waterfront Capital Partners
New York
$50.4M -$5.19M 4 8.32% Reduced
338
BOI
Bank of Italy
Italy
$50.4M $0 1 3.55% Maintained
339
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$50.3M +$13.6M 3 3.62% Increased
340
HBK Investments
HBK Investments
Texas
$50.2M +$28.7M 16 0.49% Increased
341
KP
Kiltearn Partners
United Kingdom
$49.7M +$4.28M 1 2.1% Increased
342
H
Hexavest
Quebec, Canada
$49.5M -$27.4M 6 0.74% Reduced
343
Envestnet Asset Management
Envestnet Asset Management
Illinois
$49.4M +$5.09M 38 0.21% Increased
344
John W. Bristol & Co
John W. Bristol & Co
New York
$48.9M -$1.91M 1 1.32% Reduced
345
Impax Asset Management (UK)
Impax Asset Management (UK)
United Kingdom
$48.6M +$4.34M 3 2.61% Increased
346
Ninety One (UK)
Ninety One (UK)
United Kingdom
$48.6M +$36.9M 4 0.26% Increased
347
SEI Investments
SEI Investments
Pennsylvania
$48.2M -$5.63M 34 0.3% Reduced
348
LCP
Lombardia Capital Partners
California
$48M -$128K 2 2.5% Reduced
349
Natixis Advisors
Natixis Advisors
Massachusetts
$47.9M +$13.8M 14 0.72% Increased
350
KBC Group
KBC Group
Belgium
$47.8M +$6.43M 21 0.79% Increased