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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
376
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$85.7M +$1.35M 20 0.36% Increased
377
RAM
RWC Asset Management
United Kingdom
$85.7M +$12.7M 2 2.6% Increased
378
Energy Income Partners
Energy Income Partners
Connecticut
$84.9M -$197K 1 2.26% Reduced
379
PM
Pembroke Management
Quebec, Canada
$84.6M -$8.24M 4 7.04% Reduced
380
Candriam SCA
Candriam SCA
Luxembourg
$84.5M +$2.65K 11 0.7% Increased
381
CA
Capitolis Advisors
New York
$84.1M +$61.2M 6 1.46% Increased
382
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$83.8M +$1.28M 32 1.03% Increased
383
ACM
Argent Capital Management
Missouri
$83.5M -$1.98M 2 2.77% Reduced
384
Ancora Advisors
Ancora Advisors
Ohio
$83.3M +$4.54M 28 2.3% Increased
385
CAM
Cacti Asset Management
Georgia
$82.6M +$13.8K 1 7.13% Increased
386
KeyBank National Association
KeyBank National Association
Ohio
$81.4M +$1.32M 17 0.38% Increased
387
Trillium Asset Management
Trillium Asset Management
Massachusetts
$81.1M +$18.3M 6 2.56% Increased
388
IP
Interval Partners
New York
$81M -$83.6M 7 3.13% Reduced
389
Eventide Asset Management
Eventide Asset Management
Massachusetts
$80.7M $0 1 1.2% Maintained
390
Colony Group
Colony Group
Massachusetts
$80.6M +$2.23M 9 1.69% Increased
391
GIP
Granite Investment Partners
California
$80.4M +$1.52M 5 2.67% Increased
392
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$80.3M -$1.09M 12 1.61% Reduced
393
Bartlett & Co
Bartlett & Co
Ohio
$80.1M -$1.09M 12 1.61% Reduced
394
Braun Stacey Associates
Braun Stacey Associates
New York
$79.9M -$2.8M 5 3.37% Reduced
395
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$79.8M +$7.21M 18 0.07% Increased
396
Voloridge Investment Management
Voloridge Investment Management
Florida
$79.3M +$32.1M 17 0.58% Increased
397
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$78.7M -$8.28M 19 0.77% Reduced
398
CAM
Cidel Asset Management
Ontario, Canada
$78.4M +$2.95M 3 3.54% Increased
399
Creative Planning
Creative Planning
Kansas
$76.9M +$1.97M 24 0.16% Increased
400
IAM
Impala Asset Management
Florida
$76.7M +$35.9M 5 5.04% Increased