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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
Scout Investments
Scout Investments
Missouri
$168M -$19M 7 4.52% Reduced
327
Todd Asset Management
Todd Asset Management
Kentucky
$167M -$9.22M 4 3.48% Reduced
328
WCM Investment Management
WCM Investment Management
California
$167M +$28.5M 5 0.39% Increased
329
Westwood Holdings Group
Westwood Holdings Group
Texas
$167M +$20.7M 8 0.78% Increased
330
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$165M +$37.7M 21 1.59% Increased
331
BOI
Bank of Italy
Italy
$165M $0 1 6.24% Maintained
332
Tocqueville Asset Management
Tocqueville Asset Management
New York
$164M -$11.2M 9 2.7% Reduced
333
Amalgamated Bank
Amalgamated Bank
New York
$164M -$7.3M 60 1.4% Reduced
334
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$164M +$4.28M 4 2.3% Increased
335
Channing Capital Management
Channing Capital Management
Illinois
$164M +$85K 3 4.49% Increased
336
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$162M +$8.58M 33 0.87% Increased
337
Mutual of America Capital Management
Mutual of America Capital Management
New York
$160M -$3.88M 28 1.75% Reduced
338
ACB
Aristotle Capital Boston
Massachusetts
$160M -$18.6M 4 5.38% Reduced
339
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$159M +$8.4M 9 7.63% Increased
340
Boston Trust Walden
Boston Trust Walden
Massachusetts
$158M -$9.21M 5 1.17% Reduced
341
CM
Cercano Management
Washington
$157M +$15.8M 2 4.19% Increased
342
VHMC
Value Holdings Management Company
New York
$157M -$12.2M 5 28.72% Reduced
343
Resona Asset Management
Resona Asset Management
Japan
$157M -$3.69M 13 0.95% Reduced
344
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$157M +$3.41M 34 0.58% Increased
345
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$156M -$15.3M 12 2.83% Reduced
346
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$156M +$10.9M 31 1.06% Increased
347
PFM
Premier Fund Managers
United Kingdom
$156M -$13.4M 10 6.24% Reduced
348
TBC
Tweedy, Browne Co
Connecticut
$156M +$162M 1 7.16% Increased
349
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$156M -$10.8M 37 0.65% Reduced
350
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$155M +$73.5K 22 0.8% Increased