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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
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$151M +$2.57M 9 2.59% Increased
352
ECP
Electron Capital Partners
New York
$151M -$126M 3 9.88% Reduced
353
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$150M -$30.8M 5 1.21% Reduced
354
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$150M +$36.7M 7 0.92% Increased
355
Freestone Grove Partners
Freestone Grove Partners
California
$149M -$20.7M 15 1.53% Reduced
356
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$149M -$7.46M 18 1.67% Reduced
357
VHMC
Value Holdings Management Company
New York
$147M -$4.07M 6 27.6% Reduced
358
Kestra Advisory Services
Kestra Advisory Services
Texas
$147M -$838K 27 0.71% Reduced
359
Boston Trust Walden
Boston Trust Walden
Massachusetts
$147M -$5.96M 5 1.07% Reduced
360
NPIC
Neumeier Poma Investment Counsel
California
$145M -$42.4M 8 15.55% Reduced
361
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$143M +$9.12M 33 0.84% Increased
362
CM
Cercano Management
Washington
$142M +$16.1M 4 4.18% Increased
363
Mutual of America Capital Management
Mutual of America Capital Management
New York
$142M -$4.88M 31 1.64% Reduced
364
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$142M -$4.44M 1 2.58% Reduced
365
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$142M +$38M 1 1.61% Increased
366
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$141M -$26.1M 1 1.41% Reduced
367
Jones Financial Companies
Jones Financial Companies
Missouri
$137M +$35M 49 0.12% Increased
368
Swiss Life Asset Management
Swiss Life Asset Management
$137M +$6.56M 15 0.99% Increased
369
Groupe la Francaise
Groupe la Francaise
France
$136M +$67.2M 9 2.89% Increased
370
GF
Greenhouse Funds
Maryland
$136M -$1.52M 2 6.38% Reduced
371
Pathstone Holdings
Pathstone Holdings
New Jersey
$136M +$8.83M 36 0.59% Increased
372
Algert Global
Algert Global
California
$135M -$7.16M 31 3.35% Reduced
373
Nissay Asset Management
Nissay Asset Management
Japan
$135M +$41.8M 12 0.88% Increased
374
Mercer Global Advisors
Mercer Global Advisors
Colorado
$135M +$6.91M 31 0.31% Increased
375
M&G plc
M&G plc
United Kingdom
$135M +$20M 9 0.64% Increased