← 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
UniSuper Management
UniSuper Management
Australia
$89.2M +$67M 19 0.74% Increased
452
NAM
NorthCrest Asset Manangement
Minnesota
$89.1M +$1.5M 13 2.95% Increased
453
Junto Capital Management
Junto Capital Management
New York
$88.8M -$49.1M 2 1.82% Reduced
454
Quadrature Capital
Quadrature Capital
United Kingdom
$88.7M -$12.5M 31 1.49% Reduced
455
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$88.7M +$2.78M 31 0.99% Increased
456
Whittier Trust
Whittier Trust
California
$88.5M +$10.6M 23 1.26% Increased
457
Swiss Life Asset Management
Swiss Life Asset Management
$88.1M +$42.3M 12 1.04% Increased
458
Huntington National Bank
Huntington National Bank
Ohio
$87.9M -$2.58M 47 0.68% Reduced
459
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$87.2M -$16.2M 12 0.75% Reduced
460
AIA Group
AIA Group
Hong Kong
$86.5M +$4.75M 5 2.53% Increased
461
Utah Retirement Systems
Utah Retirement Systems
Utah
$86.4M -$2.17M 21 1.03% Reduced
462
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$86.3M -$1.37M 6 3.02% Reduced
463
Czech National Bank
Czech National Bank
Czech Republic
$86M +$5.35M 8 0.98% Increased
464
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$85.8M -$1.45B 16 0.43% Reduced
465
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$85.6M +$71.3K 13 1.3% Increased
466
WHCM
Wolf Hill Capital Management
Connecticut
$85.5M -$104M 2 8.52% Reduced
467
Alyeska Investment Group
Alyeska Investment Group
Illinois
$85.3M -$66.6M 4 0.49% Reduced
468
Alpha Cubed Investments
Alpha Cubed Investments
California
$85.3M +$1.41M 7 4.07% Increased
469
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$85.1M +$24.7M 8 0.25% Increased
470
AWAM
Appian Way Asset Management
New York
$84.3M +$32M 5 21.58% Increased
471
Oberweis Asset Management
Oberweis Asset Management
Illinois
$84.1M -$6.25M 9 5.16% Reduced
472
Axiom Investors
Axiom Investors
Connecticut
$83.4M -$1.55M 3 0.73% Reduced
473
MPMG
Minneapolis Portfolio Management Group
Minnesota
$83M -$466K 3 11.23% Reduced
474
Barings
Barings
North Carolina
$82.7M +$2.78M 5 2.01% Increased
475
CAM
Cacti Asset Management
Georgia
$82.6M $0 1 6.51% Maintained