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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
Woodline Partners
Woodline Partners
California
$250M +$43.5M 16 0.95% Increased
352
Amalgamated Bank
Amalgamated Bank
New York
$246M +$455K 36 1.88% Increased
353
Temasek Holdings
Temasek Holdings
Singapore
$245M +$143M 5 0.8% Increased
354
Munro Partners
Munro Partners
Australia
$244M -$45.1M 8 8.26% Reduced
355
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$244M +$153K 39 1.36% Increased
356
Geneva Capital Management
Geneva Capital Management
Wisconsin
$243M -$14.5M 5 5.17% Reduced
357
LCI
L1 Capital International
Australia
$242M +$30.7M 3 14.45% Increased
358
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$242M -$16.2M 38 1.88% Reduced
359
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$242M +$36.6M 3 4.01% Increased
360
KeyBank National Association
KeyBank National Association
Ohio
$240M -$3.26M 28 0.88% Reduced
361
Czech National Bank
Czech National Bank
Czech Republic
$240M +$7.06M 11 1.58% Increased
362
DnB Asset Management
DnB Asset Management
Norway
$239M +$38.6M 31 0.85% Increased
363
PineBridge Investments
PineBridge Investments
New York
$239M +$8.78M 15 2.01% Increased
364
PIP
Permian Investment Partners
Texas
$237M +$7.52M 3 26.24% Increased
365
NewEdge Advisors
NewEdge Advisors
Louisiana
$237M -$36.9M 48 0.86% Reduced
366
L1 Capital
L1 Capital
Australia
$235M +$221M 2 9.23% Increased
367
APG Asset Management
APG Asset Management
Netherlands
$234M +$22.3M 12 0.74% Increased
368
Brandes Investment Partners
Brandes Investment Partners
California
$232M -$39.2M 4 1.64% Reduced
369
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$230M +$124M 8 1.22% Increased
370
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$229M +$1.53M 61 1.96% Increased
371
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$228M +$1.5M 12 2.39% Increased
372
INTECH Investment Management
INTECH Investment Management
Florida
$226M +$27.1M 48 2.22% Increased
373
Longview Asset Management (Illinois)
Longview Asset Management (Illinois)
Illinois
$224M $0 1 2.34% Maintained
374
Pathstone Holdings
Pathstone Holdings
New Jersey
$223M +$12.9M 42 0.89% Increased
375
TBC
Tweedy, Browne Co
Connecticut
$222M -$344K 1 17.61% Reduced