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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
Vaughan David Investments
Vaughan David Investments
Illinois
$77M +$832K 2 2.58% Increased
377
WIM
Weitz Investment Management
Nebraska
$76.3M $0 2 4.49% Maintained
378
Tredje AP-fonden
Tredje AP-fonden
Sweden
$75.1M +$28.8M 8 1.56% Increased
379
ARK Investment Management
ARK Investment Management
Florida
$74.8M -$5.94M 2 0.52% Reduced
380
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$74.4M -$7.56M 6 0.22% Reduced
381
RCW
Rheos Capital Works
Japan
$74.3M +$8.72M 4 5% Increased
382
GACM
Global Alpha Capital Management
Quebec, Canada
$74.3M +$11M 3 7.42% Increased
383
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$72M -$6.13M 12 3.06% Reduced
384
Mirova US
Mirova US
Massachusetts
$71.8M +$73.7M 1 1.68% New
385
Bartlett & Co
Bartlett & Co
Ohio
$70.3M +$2.16M 12 1.51% Increased
386
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$70.3M +$2.16M 12 1.51% Increased
387
BRF
B. Riley Financial
California
$68.8M +$476K 2 12.22% Increased
388
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$68.1M -$48.2M 4 1.04% Reduced
389
TIAM
TT International Asset Management
United Kingdom
$68.1M -$4.53M 2 7.69% Reduced
390
CAM
Cacti Asset Management
Georgia
$67.8M +$9.32K 1 6.78% Increased
391
YCM
Yiheng Capital Management
California
$67.8M $0 1 4.18% Maintained
392
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$67.5M +$412K 2 0.86% Increased
393
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$67.5M +$36.1M 26 1.46% Increased
394
Daiwa Securities Group
Daiwa Securities Group
Japan
$67.3M -$5.73M 16 0.56% Reduced
395
Första AP-fonden
Första AP-fonden
Sweden
$67.3M +$10.1M 8 0.82% Increased
396
Commerce Bank
Commerce Bank
Missouri
$66.7M -$5.68M 13 0.58% Reduced
397
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$66.6M -$5.06M 30 0.9% Reduced
398
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$66.1M -$1.8M 3 4.66% Reduced
399
MML Investors Services
MML Investors Services
Massachusetts
$65.7M -$5.67M 18 0.5% Reduced
400
Natixis
Natixis
France
$65.4M +$2.97M 19 0.31% Increased