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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
451
Huntington National Bank
Huntington National Bank
Ohio
$200M -$3.44M 52 0.97% Reduced
452
Energy Income Partners
Energy Income Partners
Connecticut
$200M +$93.7M 5 3.15% Increased
453
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$198M +$5.4M 4 2.92% Increased
454
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$198M +$29.4K 17 1.24% Increased
455
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$197M $0 7 4.81% Maintained
456
Evelyn Partners
Evelyn Partners
$197M +$199M 13 0.42% New
457
Verition Fund Management
Verition Fund Management
Connecticut
$196M +$6.81M 18 1% Increased
458
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$196M -$41.9M 13 1.47% Reduced
459
MAI Capital Management
MAI Capital Management
Ohio
$196M +$35.4M 30 0.74% Increased
460
Yousif Capital Management
Yousif Capital Management
Michigan
$195M -$13M 38 2.19% Reduced
461
Castle Hook Partners
Castle Hook Partners
New York
$195M -$200M 1 0.89% Reduced
462
Vident Advisory
Vident Advisory
Georgia
$195M -$6.07M 46 1.41% Reduced
463
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$194M +$6.96M 52 0.99% Increased
464
DF Dent & Co
DF Dent & Co
Maryland
$193M -$13M 8 3.66% Reduced
465
M&G plc
M&G plc
United Kingdom
$192M -$4M 10 0.95% Reduced
466
Vinva Investment Management
Vinva Investment Management
Australia
$190M +$72M 8 1.26% Increased
467
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$189M +$182M 2 1.2% New
468
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$188M +$8.03M 37 2.03% Increased
469
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$188M +$29.6M 2 3.31% Increased
470
RiverFront Investment Group
RiverFront Investment Group
Virginia
$187M +$69.9M 5 2.47% Increased
471
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$187M -$36.7M 23 1.28% Reduced
472
Utah Retirement Systems
Utah Retirement Systems
Utah
$187M -$8.93M 26 1.78% Reduced
473
Close Asset Management
Close Asset Management
United Kingdom
$186M -$16.7M 4 4.96% Reduced
474
CCPM
Cooper Creek Partners Management
New York
$186M +$52.1M 4 4.42% Increased
475
ACP
Avantyr Capital Partners
New York
$184M +$24.4M 1 6.78% Increased