← All themes

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
CC
Capital Counsel
New York
$45.1M -$1.92M 1 3.59% Reduced
352
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$44.6M -$7.58M 5 1.74% Reduced
353
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$44.5M +$321K 11 0.36% Increased
354
MSA
Mason Street Advisors
Wisconsin
$44.3M $0 32 1.02% Maintained
355
Boston Trust Walden
Boston Trust Walden
Massachusetts
$44.2M -$401K 2 0.7% Reduced
356
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$43.8M +$3.18M 12 5.27% Increased
357
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$43.7M -$10.2M 1 1% Reduced
358
RP
RR Partners
New York
$43.5M $0 1 8.63% Maintained
359
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$43.5M -$2.25M 32 0.75% Reduced
360
H
Hexavest
Quebec, Canada
$42.7M -$38.1M 4 0.75% Reduced
361
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$42.5M -$14.4M 14 0.76% Reduced
362
Caledonia Investments (Australia)
Caledonia Investments (Australia)
Australia
$42.4M -$43.8M 1 0.92% Reduced
363
PCM
Parsifal Capital Management
Connecticut
$42.4M +$10.6M 1 15.53% Increased
364
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$42.3M +$12.1M 19 0.58% Increased
365
Washington Trust
Washington Trust
Rhode Island
$42.3M +$3.51M 16 2.02% Increased
366
KeyBank National Association
KeyBank National Association
Ohio
$42.3M +$6.61M 12 0.28% Increased
367
Saturna Capital
Saturna Capital
Washington
$41.9M $0 1 1.36% Maintained
368
IP
Interval Partners
New York
$41.7M -$6.87M 4 3.21% Reduced
369
ECM
Engine Capital Management
New York
$41.7M -$5.02M 4 21.73% Reduced
370
Point72 Asset Management
Point72 Asset Management
Connecticut
$41.7M -$82.9M 4 0.34% Reduced
371
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$41.6M -$327K 6 2.91% Reduced
372
CC
Cannell & Co
New York
$41.4M +$25.9M 4 1.99% Increased
373
WIC
Willis Investment Counsel
Georgia
$41.1M +$9.92M 4 3.41% Increased
374
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$41.1M -$1.42M 6 0.66% Reduced
375
CC
Carlson Capital
Texas
$41.1M -$22.1M 3 1.08% Reduced