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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
Erste Asset Management
Erste Asset Management
Austria
$81M +$15.2M 6 1.8% Increased
352
Oppenheimer & Co
Oppenheimer & Co
New York
$80.7M +$3.56M 16 1.74% Increased
353
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$80.2M -$9.44M 5 0.22% Reduced
354
HP
Harvey Partners
New York
$79.8M +$31.2M 4 17.55% Increased
355
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$79.8M +$5.84M 31 0.85% Increased
356
CAM
Cacti Asset Management
Georgia
$79.4M +$94.8K 1 7.4% Increased
357
MDSL
M.D. Sass LLC
New York
$79.3M +$27.2M 3 14.99% Increased
358
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$78.2M -$2.6M 13 3.14% Reduced
359
Verition Fund Management
Verition Fund Management
Connecticut
$78M +$55.5M 20 1.54% Increased
360
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$77.7M -$19.1M 34 0.52% Reduced
361
RAA
RWC Asset Advisors
Florida
$77.2M +$1.57M 1 7.39% Increased
362
PM
Pembroke Management
Quebec, Canada
$77.2M +$2.77M 4 7.98% Increased
363
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$76.6M +$14.2M 9 1.15% Increased
364
FCM
Fairholme Capital Management
Florida
$75.8M +$8.53M 1 6.27% Increased
365
M&T Bank
M&T Bank
New York
$75.7M +$11.9M 18 0.36% Increased
366
Homestead Advisers
Homestead Advisers
Virginia
$75.4M -$1.81M 6 2.13% Reduced
367
Daiwa Securities Group
Daiwa Securities Group
Japan
$75M -$2.87M 14 0.57% Reduced
368
Acadian Asset Management
Acadian Asset Management
Massachusetts
$74.5M -$51.5M 22 0.38% Reduced
369
MML Investors Services
MML Investors Services
Massachusetts
$72.3M +$27.2M 19 0.55% Increased
370
Westfield Capital Management
Westfield Capital Management
Massachusetts
$72.2M +$12.8M 2 0.57% Increased
371
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$72M +$11.4M 11 0.53% Increased
372
Vaughan David Investments
Vaughan David Investments
Illinois
$71.8M -$358K 2 2.29% Reduced
373
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$71.8M +$2.3M 22 0.81% Increased
374
Guggenheim Capital
Guggenheim Capital
Illinois
$70.7M -$8.74M 30 0.56% Reduced
375
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$70.7M +$3.98M 31 0.86% Increased