← All themes

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
SPI
Santori & Peters Inc
Pennsylvania
$51.9M +$184K 1 33.51% Increased
452
Mercer Global Advisors
Mercer Global Advisors
Colorado
$51.8M +$11M 20 0.32% Increased
453
Meitav Investment House
Meitav Investment House
Israel
$51.1M +$1.16M 5 0.87% Increased
454
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$50.8M +$2.96M 8 0.9% Increased
455
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$50.7M -$10.8M 19 1.16% Reduced
456
Private Advisor Group
Private Advisor Group
New Jersey
$49.8M -$4.78M 16 0.44% Reduced
457
UBS O'Connor
UBS O'Connor
Illinois
$49.6M +$29.4M 8 0.52% Increased
458
Glenview Trust
Glenview Trust
Kentucky
$49.3M +$1.22M 4 1.81% Increased
459
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$49.3M -$110M 3 0.73% Reduced
460
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$49.1M +$13.9M 2 1.56% Increased
461
Nicholas Company
Nicholas Company
Wisconsin
$49.1M +$3.37M 5 1.07% Increased
462
PineBridge Investments
PineBridge Investments
New York
$48.9M +$6.05M 16 0.62% Increased
463
MAMU
Marathon Asset Management (UK)
United Kingdom
$48.8M -$3.02M 1 0.82% Reduced
464
SGCIA
Smith Graham & Co Investment Advisors
Texas
$48.8M -$2.29M 6 6.02% Reduced
465
Glenview Capital Management
Glenview Capital Management
New York
$48.6M +$24.6M 1 1.22% Increased
466
RiverFront Investment Group
RiverFront Investment Group
Virginia
$48.6M -$3.15M 2 1.83% Reduced
467
IFM Investors
IFM Investors
Australia
$48.5M +$6.85M 8 0.85% Increased
468
NRS
Neville Rodie & Shaw
New York
$48.4M -$848K 6 4.34% Reduced
469
FCI
Financial Counselors Inc
Kansas
$48.1M +$1.63M 6 1.12% Increased
470
WBC
Westpac Banking Corp
Australia
$48M -$7.79M 9 0.63% Reduced
471
Park Avenue Securities
Park Avenue Securities
New York
$47.4M +$38.5M 19 0.92% Increased
472
Abeille Asset Management
Abeille Asset Management
France
$47.1M -$10.1M 2 1.66% Reduced
473
Pacer Advisors
Pacer Advisors
Pennsylvania
$46.8M -$15.5M 14 0.35% Reduced
474
SAM
Shell Asset Management
Netherlands
$46.7M -$9.64M 32 1.38% Reduced
475
Tredje AP-fonden
Tredje AP-fonden
Sweden
$46.5M -$1.58M 5 1.17% Reduced