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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
NewEdge Advisors
NewEdge Advisors
Louisiana
$75.2M +$29.9M 43 0.83% Increased
452
5NCM
59 North Capital Management
Texas
$74.2M -$5.1M 1 8.6% Reduced
453
Utah Retirement Systems
Utah Retirement Systems
Utah
$73.5M -$135K 17 1.05% Reduced
454
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$73.2M -$4.84M 7 3.06% Reduced
455
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$73.1M +$66.8M 3 0.16% Increased
456
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$72.9M +$42.8M 7 1.13% Increased
457
OFI Invest Asset Management
OFI Invest Asset Management
France
$72.8M +$6.85M 4 2.62% Increased
458
ZCM
Ziegler Capital Management
Illinois
$72.3M +$1.86M 10 2.89% Increased
459
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$72.3M +$8.25M 7 0.96% Increased
460
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$72.3M +$3.64M 58 0.44% Increased
461
MDSL
M.D. Sass LLC
New York
$71.9M +$15.6M 2 9.66% Increased
462
FAS
Formuepleje A/S
Denmark
$71.7M -$7.07M 3 6.65% Reduced
463
New York Life Investment Management
New York Life Investment Management
New York
$71.3M +$2.16M 29 0.77% Increased
464
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$70.9M +$16.5M 3 1.89% Increased
465
Castleark Management
Castleark Management
Illinois
$70.6M -$8.88M 12 3.6% Reduced
466
Colony Group
Colony Group
Massachusetts
$70.4M -$16.4M 7 1.06% Reduced
467
Gotham Asset Management
Gotham Asset Management
New York
$70.3M +$7.63M 22 1.45% Increased
468
PM
Pembroke Management
Quebec, Canada
$69.2M -$17.9M 5 9.45% Reduced
469
Cresset Asset Management
Cresset Asset Management
Illinois
$68.4M +$11.4M 26 0.26% Increased
470
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$67.9M -$31.8M 11 0.32% Reduced
471
Czech National Bank
Czech National Bank
Czech Republic
$67.8M +$22.7M 8 1.08% Increased
472
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$67.8M +$4.38M 2 1.11% Increased
473
Country Trust Bank
Country Trust Bank
Illinois
$67.6M -$984K 3 1.98% Reduced
474
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$67.1M -$5.34M 3 1.88% Reduced
475
FCI
Financial Counselors Inc
Kansas
$67M +$321K 7 1.34% Increased