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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
351
QS Investors
QS Investors
New York
$66.5M +$3.89M 34 0.64% Increased
352
CAM
Cacti Asset Management
Georgia
$66.4M +$101K 1 4.92% Increased
353
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$66.2M -$21.6M 25 0.46% Reduced
354
NC
Nitorum Capital
New York
$65.9M +$18.1M 2 7.37% Increased
355
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$65.7M -$4.34M 3 1.66% Reduced
356
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.6M +$1.29M 34 0.96% Increased
357
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$65.5M -$29.4M 13 0.26% Reduced
358
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$65.4M -$2.58M 7 1.87% Reduced
359
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$64.9M -$825K 10 1.33% Reduced
360
Driehaus Capital Management
Driehaus Capital Management
Illinois
$64.9M +$26.6M 12 2% Increased
361
SIM
Sadoff Investment Management
Wisconsin
$64.7M +$589K 2 5.59% Increased
362
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$64.2M +$5.98M 4 2.84% Increased
363
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$63.9M -$61.5M 2 0.59% Reduced
364
Williams Jones & Associates
Williams Jones & Associates
New York
$63.3M -$233K 4 1.28% Reduced
365
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$63.3M -$1.15M 40 1.07% Reduced
366
Ariel Investments
Ariel Investments
Illinois
$62.9M +$1.48M 1 0.7% Increased
367
JLBC
J.L. Bainbridge & Co
Florida
$62.9M +$990K 1 8.57% Increased
368
Calamos Advisors
Calamos Advisors
Illinois
$62.7M +$1.63M 5 0.34% Increased
369
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$62.5M +$1.31M 3 3.6% Increased
370
CC
Carlson Capital
Texas
$62.4M +$23.2M 5 0.77% Increased
371
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$62.1M +$4.82M 11 1.83% Increased
372
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$61.8M +$771K 15 0.43% Increased
373
SC
Shellback Capital
Massachusetts
$61.2M -$66.5M 4 5.48% Reduced
374
WC
Walthausen & Co
New York
$61.2M +$61.4M 8 5.87% New
375
ProShare Advisors
ProShare Advisors
Maryland
$60.8M -$17.7M 27 0.41% Reduced