← 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
B
BloombergSen
Ontario, Canada
$100M -$57.6M 1 5.77% Reduced
452
Utah Retirement Systems
Utah Retirement Systems
Utah
$100M +$1.73M 21 1.13% Increased
453
FP
Foundry Partners
Minnesota
$100M +$8.71M 12 4.96% Increased
454
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$100M -$966K 32 1.06% Reduced
455
GACM
Global Alpha Capital Management
Quebec, Canada
$99.5M +$2.35M 3 6.47% Increased
456
Quantinno Capital Management
Quantinno Capital Management
New York
$99.4M +$22.1M 27 1.29% Increased
457
Huntington National Bank
Huntington National Bank
Ohio
$98.3M -$2.83M 47 0.71% Reduced
458
SCM
SG Capital Management
Illinois
$98.2M +$69M 6 12.3% Increased
459
Oberweis Asset Management
Oberweis Asset Management
Illinois
$97.3M -$591K 9 4.98% Reduced
460
Swiss Life Asset Management
Swiss Life Asset Management
$97M -$5.93M 13 1.1% Reduced
461
UniSuper Management
UniSuper Management
Australia
$96M -$4.68M 11 0.72% Reduced
462
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$95.2M +$52.2M 5 1.24% Increased
463
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$95.2M -$3.75M 12 0.78% Reduced
464
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$93.4M -$1.93M 6 3.11% Reduced
465
LA
Legacy Advisors
Pennsylvania
$93.4M -$27.4M 4 10.11% Reduced
466
CCPM
Cooper Creek Partners Management
New York
$93.3M -$13.1M 1 2.56% Reduced
467
CU
CDAM (UK)
United Kingdom
$93M -$7.79M 1 13.75% Reduced
468
Barings
Barings
North Carolina
$93M -$7.5M 5 2.17% Reduced
469
AWAM
Appian Way Asset Management
New York
$92.3M -$7.28M 4 20.76% Reduced
470
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$92.2M -$2.85M 13 1.32% Reduced
471
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$92.1M +$5.23M 22 1.11% Increased
472
FCI
Financial Counselors Inc
Kansas
$91.5M +$2.1M 9 1.36% Increased
473
Samlyn Capital
Samlyn Capital
New York
$91.4M -$45M 2 1.38% Reduced
474
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$91.2M -$16.2M 5 0.72% Reduced
475
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$90.3M +$1.93M 24 0.29% Increased