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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
Artemis Investment Management
Artemis Investment Management
United Kingdom
$121M -$599K 5 0.88% Reduced
327
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$121M +$19.8M 39 0.2% Increased
328
Manning & Napier Group
Manning & Napier Group
New York
$120M -$4.6M 5 1% Reduced
329
TPSF
Texas Permanent School Fund
Texas
$120M -$6.76M 31 1.48% Reduced
330
SAM
Scopus Asset Management
New York
$119M +$1.29M 8 2.55% Increased
331
ORIO
Old Republic International (ORI)
Illinois
$117M $0 1 2.23% Maintained
332
PineBridge Investments
PineBridge Investments
New York
$117M +$14.1M 16 1.2% Increased
333
Boston Trust Walden
Boston Trust Walden
Massachusetts
$117M +$15.8M 4 0.94% Increased
334
GGHC
Gilder Gagnon Howe & Co
New York
$117M -$3.41M 6 0.66% Reduced
335
UMB Bank
UMB Bank
Missouri
$115M +$44.4M 28 1.45% Increased
336
CIBC World Market
CIBC World Market
Ontario, Canada
$115M +$7.54M 15 0.33% Increased
337
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$115M -$113K 2 1.48% Reduced
338
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$114M -$14.3M 7 4.03% Reduced
339
ACB
Aristotle Capital Boston
Massachusetts
$113M -$3.03M 2 2.64% Reduced
340
Alyeska Investment Group
Alyeska Investment Group
Illinois
$113M +$7.91M 5 1.3% Increased
341
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$113M +$85.5M 3 3.39% Increased
342
NI
Nuance Investments
Missouri
$112M +$72.7M 1 1.96% Increased
343
SIM
Sprucegrove Investment Management
Ontario, Canada
$111M -$23.5M 2 2.81% Reduced
344
Capital International Inc
Capital International Inc
California
$110M -$11.3M 3 1.03% Reduced
345
ARK Investment Management
ARK Investment Management
Florida
$110M -$26.9M 4 0.33% Reduced
346
NC
Nitorum Capital
New York
$110M -$1.38M 2 5.15% Reduced
347
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$109M +$1.58M 13 3.18% Increased
348
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$109M +$1.13M 20 0.57% Increased
349
Guggenheim Capital
Guggenheim Capital
Illinois
$106M +$620K 27 0.56% Increased
350
CDH
Charles D. Hyman
$106M +$1.51M 3 6.69% Increased