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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
DF
DNCA Finance
France
$159M +$89.2M 4 9.13% Increased
452
Pinnacle Associates
Pinnacle Associates
New York
$159M -$2.06M 20 2.05% Reduced
453
UniSuper Management
UniSuper Management
Australia
$159M -$2.43M 12 1.04% Reduced
454
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$158M -$144M 17 0.93% Reduced
455
Erste Asset Management
Erste Asset Management
Austria
$158M -$96.7M 11 1.46% Reduced
456
Lido Advisors
Lido Advisors
California
$157M -$25.6M 22 0.48% Reduced
457
Pzena Investment Management
Pzena Investment Management
New York
$157M -$11.3M 2 0.51% Reduced
458
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$156M +$11.7M 29 0.84% Increased
459
&Partners
&Partners
Tennessee
$156M +$8.33M 30 0.77% Increased
460
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
$156M +$43.5M 15 1.83% Increased
461
Pacer Advisors
Pacer Advisors
Pennsylvania
$155M -$36M 30 0.44% Reduced
462
SAM
Scopus Asset Management
New York
$155M -$6.96M 9 2.69% Reduced
463
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$155M -$21.3M 9 3.45% Reduced
464
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$155M -$578K 9 4.87% Reduced
465
Vident Advisory
Vident Advisory
Georgia
$154M +$12.4M 42 1.31% Increased
466
Midwest Trust
Midwest Trust
Kansas
$154M +$1.1M 10 1.93% Increased
467
QRG Capital Management
QRG Capital Management
Illinois
$154M +$3.04M 24 1.59% Increased
468
Utah Retirement Systems
Utah Retirement Systems
Utah
$153M +$459K 23 1.56% Increased
469
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$153M +$20.3M 14 1.2% Increased
470
Unisphere Establishment
Unisphere Establishment
Liechtenstein
$152M +$164M 1 1.28% New
471
MDSL
M.D. Sass LLC
New York
$152M -$33.3M 3 11.49% Reduced
472
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$152M +$24.5M 6 3.52% Increased
473
Evelyn Partners Investment Management
Evelyn Partners Investment Management
$152M +$25.6M 10 4.12% Increased
474
DJE Kapital
DJE Kapital
Germany
$152M +$36.6M 5 3.36% Increased
475
Union Bancaire Privee
Union Bancaire Privee
Switzerland
$151M +$9.9M 15 2.09% Increased