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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
ACM
Argent Capital Management
Missouri
$135M -$1.07M 6 3.68% Reduced
452
Trillium Asset Management
Trillium Asset Management
Massachusetts
$135M -$5.51M 8 3.55% Reduced
453
Commerce Bank
Commerce Bank
Missouri
$134M -$6.86M 19 0.74% Reduced
454
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$134M +$3.79M 25 0.81% Increased
455
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$133M +$446K 11 1.53% Increased
456
NZS Capital
NZS Capital
Colorado
$133M +$2.93M 2 4.08% Increased
457
CU
CDAM (UK)
United Kingdom
$131M -$34.4M 2 23.61% Reduced
458
Vident Advisory
Vident Advisory
Georgia
$131M +$14.5M 26 1.25% Increased
459
VARA
Value Aligned Research Advisors
New Jersey
$130M +$86.4M 4 1.59% Increased
460
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$130M +$3.84M 41 1.33% Increased
461
Whittier Trust
Whittier Trust
California
$130M -$35.9K 21 1.47% Reduced
462
Utah Retirement Systems
Utah Retirement Systems
Utah
$129M +$2.83M 23 1.26% Increased
463
WTA
Washington Trust Advisors
Massachusetts
$129M -$6.32M 10 9.8% Reduced
464
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$128M +$122M 27 0.7% New
465
TCAM
Turtle Creek Asset Management
Ontario, Canada
$127M -$66.8M 1 3.85% Reduced
466
Pinnacle Associates
Pinnacle Associates
New York
$127M -$2.71M 19 1.68% Reduced
467
BOI
Bank of Italy
Italy
$126M +$120M 1 6.08% New
468
IFM Investors
IFM Investors
Australia
$125M -$1M 10 1.1% Reduced
469
Moore Capital Management
Moore Capital Management
New York
$125M -$58.5M 9 1.71% Reduced
470
Donald Smith & Co
Donald Smith & Co
New York
$124M -$57.2M 1 2.47% Reduced
471
Quilter Plc
Quilter Plc
United Kingdom
$123M -$6.8M 4 2.12% Reduced
472
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$122M -$5.42M 46 1.25% Reduced
473
Boston Trust Walden
Boston Trust Walden
Massachusetts
$122M -$17.2M 6 0.89% Reduced
474
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$122M -$5.68M 6 0.87% Reduced
475
SPI
Santori & Peters Inc
Pennsylvania
$121M $0 1 43.14% Maintained