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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
CI
Cooper Investors
Australia
$56.7M -$2.68M 1 4.94% Reduced
427
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$56.3M +$32.8K 7 2.64% Increased
428
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$56.2M +$19M 10 1.36% Increased
429
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$55.8M +$2.57M 23 0.7% Increased
430
Första AP-fonden
Första AP-fonden
Sweden
$55.7M +$6.45M 8 0.72% Increased
431
AIA
AGF Investments America
Ontario, Canada
$55.6M +$2.63M 5 21.88% Increased
432
CAM
Cidel Asset Management
Ontario, Canada
$55.4M +$9.28M 3 2.37% Increased
433
RAM
RWC Asset Management
United Kingdom
$55.3M +$2.45M 2 1.73% Increased
434
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$55.2M -$7.7M 23 0.54% Reduced
435
PFM
Premier Fund Managers
United Kingdom
$55.1M -$10.8M 3 2.45% Reduced
436
Utah Retirement Systems
Utah Retirement Systems
Utah
$55.1M +$62K 15 0.88% Increased
437
NEI
Northwest & Ethical Investments
Ontario, Canada
$55M +$1.33M 6 2.06% Increased
438
KeyBank National Association
KeyBank National Association
Ohio
$55M -$3.39M 18 0.27% Reduced
439
BCAM
Boston Common Asset Management
Massachusetts
$55M -$4.77M 5 2.74% Reduced
440
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$54.7M +$357K 2 1.01% Increased
441
Xponance
Xponance
Pennsylvania
$54.7M +$1.23M 21 1.1% Increased
442
BG
Bollard Group
Massachusetts
$54.4M -$3.34M 6 2.2% Reduced
443
Eventide Asset Management
Eventide Asset Management
Massachusetts
$53.9M $0 1 1.15% Maintained
444
Country Trust Bank
Country Trust Bank
Illinois
$53.7M +$4.21M 4 1.7% Increased
445
HCC
Hill City Capital
Massachusetts
$52.9M $0 1 12.19% Maintained
446
E
Ergoteles
New York
$52.9M +$32M 26 1.58% Increased
447
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$52.3M +$39.3M 47 0.4% Increased
448
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$52.2M -$6.71M 31 0.79% Reduced
449
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$52.1M -$13.6M 5 3.02% Reduced
450
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$52.1M -$14.7M 5 0.66% Reduced