← All themes

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
Mutual of America Capital Management
Mutual of America Capital Management
New York
$193M +$4.39M 33 2.02% Increased
377
Commerce Bank
Commerce Bank
Missouri
$192M +$45.2M 19 1.06% Increased
378
SHIM
Spruce House Investment Management
New York
$191M $0 1 5.55% Maintained
379
Trexquant Investment
Trexquant Investment
Connecticut
$191M -$42.9M 27 1.7% Reduced
380
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$190M -$25.5M 17 1.68% Reduced
381
INTECH Investment Management
INTECH Investment Management
Florida
$189M +$9.78M 51 1.69% Increased
382
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$188M +$23.1M 14 0.52% Increased
383
Calamos Advisors
Calamos Advisors
Illinois
$188M -$3.21M 14 0.71% Reduced
384
Pathstone Holdings
Pathstone Holdings
New Jersey
$186M +$381K 40 0.72% Increased
385
OP Asset Management
OP Asset Management
$186M +$27.2M 22 2.27% Increased
386
TBC
Tweedy, Browne Co
Connecticut
$186M +$68.9M 1 15.02% Increased
387
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$185M +$23.7M 4 3.24% Increased
388
Glenmede Trust
Glenmede Trust
Pennsylvania
$185M +$183M 25 0.88% New
389
DnB Asset Management
DnB Asset Management
Norway
$182M -$46.3M 14 0.63% Reduced
390
Eventide Asset Management
Eventide Asset Management
Massachusetts
$181M +$32.7M 7 2.82% Increased
391
Mediolanum International Funds
Mediolanum International Funds
Ireland
$180M -$3.72M 10 1.8% Reduced
392
John W. Bristol & Co
John W. Bristol & Co
New York
$180M -$3.39M 2 2.77% Reduced
393
Maverick Capital
Maverick Capital
Texas
$180M +$177M 2 1.93% New
394
Regions Financial Corp
Regions Financial Corp
Alabama
$178M -$3.13M 15 1.14% Reduced
395
NEOS Investment Management
NEOS Investment Management
Connecticut
$178M +$50.3M 17 1.03% Increased
396
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$178M +$8.16M 19 2.29% Increased
397
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$177M +$281K 26 1.08% Increased
398
EFG International
EFG International
$177M +$184M 19 3.42% New
399
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$177M +$10.9M 13 2.62% Increased
400
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$176M +$7.41M 9 3.94% Increased