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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
426
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$63.3M -$575K 7 0.81% Reduced
427
Creative Planning
Creative Planning
Kansas
$63.2M +$1.49M 24 0.11% Increased
428
Utah Retirement Systems
Utah Retirement Systems
Utah
$63.1M -$3.55M 14 0.85% Reduced
429
Douglas Lane & Associates
Douglas Lane & Associates
New York
$62.5M -$1.64M 4 0.9% Reduced
430
Waverton Investment Management
Waverton Investment Management
United Kingdom
$62.3M +$688K 1 2.46% Increased
431
ACM
ADW Capital Management
Florida
$61.9M -$5.43M 1 19.45% Reduced
432
SAM
Shell Asset Management
Netherlands
$61.8M +$2.73M 34 1.39% Increased
433
PFM
Premier Fund Managers
United Kingdom
$61.6M +$10.7M 4 2% Increased
434
YCM
Yiheng Capital Management
California
$61.5M $0 1 3.03% Maintained
435
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$61.4M -$6.28M 31 0.64% Reduced
436
CIBC World Markets
CIBC World Markets
New York
$61.1M -$2.23M 9 0.42% Reduced
437
Prudential plc
Prudential plc
United Kingdom
$60.7M -$71.3M 3 0.85% Reduced
438
SW
SVB Wealth
Massachusetts
$60.7M +$1.29M 11 0.78% Increased
439
SH
SeaTown Holdings
Singapore
$60.1M +$56.4M 4 2.67% Increased
440
BG
Bollard Group
Massachusetts
$58.6M +$1.09M 6 1.92% Increased
441
MPMG
Minneapolis Portfolio Management Group
Minnesota
$58.5M -$625K 2 6.54% Reduced
442
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$58.5M -$3.23M 3 0.89% Reduced
443
SPI
Santori & Peters Inc
Pennsylvania
$58.2M $0 1 33.07% Maintained
444
JVBC
J.V. Bruni & Co
Colorado
$58.2M -$28.4K 3 7.6% Reduced
445
KMC
Kirr Marbach & Co
Indiana
$57.9M -$2.25M 6 16.96% Reduced
446
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$57.5M -$9.44M 3 1.19% Reduced
447
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$57.4M +$6.33M 12 0.32% Increased
448
TPM
Triasima Portfolio Management
Quebec, Canada
$57.2M +$17.8M 5 3.05% Increased
449
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$56.8M -$5.18M 17 1.02% Reduced
450
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$56.6M -$2.46M 2 1.61% Reduced