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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
Washington Trust
Washington Trust
Rhode Island
$115M +$427K 16 3.52% Increased
327
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$114M +$69.7M 6 1.65% Increased
328
ACB
Aristotle Capital Boston
Massachusetts
$114M -$3.65M 2 2.53% Reduced
329
PGGM Investments
PGGM Investments
Netherlands
$113M +$3.81M 3 0.49% Increased
330
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$113M -$2.53M 5 2.86% Reduced
331
Geneva Capital Management
Geneva Capital Management
Wisconsin
$113M -$15.8M 1 1.92% Reduced
332
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$112M +$17M 19 0.61% Increased
333
ACP
Atalan Capital Partners
New York
$112M +$109M 1 7.62% New
334
AC
Alleghany Corporation
New York
$111M +$23.9M 1 3.56% Increased
335
CIBC World Market
CIBC World Market
Ontario, Canada
$110M +$22.5M 21 0.32% Increased
336
Stockbridge Partners
Stockbridge Partners
Massachusetts
$110M -$43.9M 1 2.68% Reduced
337
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$109M +$25.7M 7 1.08% Increased
338
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$108M -$1.31M 11 0.6% Reduced
339
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$108M -$4.82M 42 1.38% Reduced
340
TC
Towle & Co
Colorado
$107M +$5.93M 3 11.3% Increased
341
Jane Street
Jane Street
New York
$106M -$72.8M 46 0.05% Reduced
342
Samlyn Capital
Samlyn Capital
New York
$104M -$25.6M 4 1.44% Reduced
343
Huntington National Bank
Huntington National Bank
Ohio
$104M +$49.2M 27 1.25% Increased
344
CDH
Charles D. Hyman
$104M +$1.66M 3 7.58% Increased
345
Rathbones Group
Rathbones Group
United Kingdom
$102M +$17.4M 7 1.31% Increased
346
Boston Trust Walden
Boston Trust Walden
Massachusetts
$102M -$8.75M 2 0.99% Reduced
347
GGHC
Gilder Gagnon Howe & Co
New York
$101M +$52.5M 7 0.55% Increased
348
Commerce Bank
Commerce Bank
Missouri
$100M -$25M 13 0.76% Reduced
349
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$100M -$18.9M 3 2.23% Reduced
350
SCM
Suvretta Capital Management
New York
$99.5M -$29.2M 1 1.47% Reduced