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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
Boston Trust Walden
Boston Trust Walden
Massachusetts
$141M -$20M 5 1% Reduced
402
Empowered Funds
Empowered Funds
Pennsylvania
$141M -$8.12M 36 1.59% Reduced
403
Woodline Partners
Woodline Partners
California
$140M -$24.1M 9 0.74% Reduced
404
Todd Asset Management
Todd Asset Management
Kentucky
$140M -$8.39M 4 3.01% Reduced
405
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$140M +$124M 17 3.05% Increased
406
SCM
SG Capital Management
Illinois
$139M -$29.3M 7 9.63% Reduced
407
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$138M -$5.33M 17 2.05% Reduced
408
Merewether Investment Management
Merewether Investment Management
Texas
$138M +$5.85M 3 3.97% Increased
409
Blackstone Inc
Blackstone Inc
New York
$138M +$28.7M 3 0.59% Increased
410
Donald Smith & Co
Donald Smith & Co
New York
$136M -$35.5M 1 3.21% Reduced
411
Tocqueville Asset Management
Tocqueville Asset Management
New York
$136M -$40.8M 9 2.07% Reduced
412
PineBridge Investments
PineBridge Investments
New York
$136M -$21.9M 10 1.08% Reduced
413
Pzena Investment Management
Pzena Investment Management
New York
$135M +$54.3M 2 0.44% Increased
414
GF
Greenhouse Funds
Maryland
$135M -$34.3M 2 5.56% Reduced
415
CU
CDAM (UK)
United Kingdom
$134M -$2.24M 2 22.3% Reduced
416
Trillium Asset Management
Trillium Asset Management
Massachusetts
$134M -$1.72M 8 3.6% Reduced
417
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$133M -$6.95M 3 2.96% Reduced
418
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$133M -$1.41M 5 1.46% Reduced
419
Jump Financial
Jump Financial
Illinois
$133M +$18.9M 33 1.44% Increased
420
BCM
Bornite Capital Management
New York
$132M +$97.2M 4 13.25% Increased
421
IEQ Capital
IEQ Capital
California
$132M +$46.2M 32 0.81% Increased
422
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$132M +$6.19M 18 1.08% Increased
423
Commerce Bank
Commerce Bank
Missouri
$132M -$5.22M 18 0.78% Reduced
424
Czech National Bank
Czech National Bank
Czech Republic
$131M +$6.28M 8 1.02% Increased
425
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$130M -$5.8M 19 0.45% Reduced