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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
401
ACM
ADW Capital Management
Florida
$47.4M +$9.67M 1 27.6% Increased
402
USS Investment Management
USS Investment Management
United Kingdom
$47.1M +$14.2M 8 0.45% Increased
403
Creative Planning
Creative Planning
Kansas
$46.8M +$2.87M 18 0.12% Increased
404
Douglas Lane & Associates
Douglas Lane & Associates
New York
$46.6M +$16.9M 4 0.92% Increased
405
BAM
Barrett Asset Management
New York
$46.5M +$37.3K 3 2.75% Increased
406
TCIM
TOMS Capital Investment Management
New York
$46.4M +$42.3M 1 6.93% New
407
PWLP
Prio Wealth Limited Partnership
Massachusetts
$46.1M +$45.7K 3 1.92% Increased
408
Daiwa Securities Group
Daiwa Securities Group
Japan
$46.1M -$6.69M 12 0.42% Reduced
409
Vident Investment Advisory
Vident Investment Advisory
Georgia
$46M -$1.62M 15 2.29% Reduced
410
PFM
Premier Fund Managers
United Kingdom
$46M $0 3 2.64% Maintained
411
BRF
B. Riley Financial
California
$45.8M $0 1 12.05% Maintained
412
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$45.7M -$205K 12 0.33% Reduced
413
Oppenheimer & Co
Oppenheimer & Co
New York
$45.7M +$6.27M 18 1.14% Increased
414
TCM
Tributary Capital Management
Nebraska
$45.7M -$2.89M 4 3.94% Reduced
415
GACM
Global Alpha Capital Management
Quebec, Canada
$45.6M +$551K 3 6.99% Increased
416
Utah Retirement Systems
Utah Retirement Systems
Utah
$45.5M -$239K 11 0.75% Reduced
417
Energy Income Partners
Energy Income Partners
Connecticut
$45.2M +$2.22M 1 1.35% Increased
418
HAM
Hillcrest Asset Management
Texas
$45.1M +$10.3M 4 7.98% Increased
419
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$44.9M +$15.4M 32 0.88% Increased
420
ARGA Investment Management
ARGA Investment Management
Connecticut
$44.5M +$1.67M 1 4.07% Increased
421
Tredje AP-fonden
Tredje AP-fonden
Sweden
$44.4M +$27.3M 3 1.44% Increased
422
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$43.8M +$2.29M 16 0.3% Increased
423
NEI
Northwest & Ethical Investments
Ontario, Canada
$43.8M -$1.97M 4 1.93% Reduced
424
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$43.3M -$3.06M 8 0.28% Reduced
425
BG
Bollard Group
Massachusetts
$43.2M +$98.8K 7 1.56% Increased