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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
26
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.16B -$405M 73 0.87% Reduced
27
Gates Foundation Trust
Gates Foundation Trust
Washington
$4.09B $0 2 9.79% Maintained
28
AllianceBernstein
AllianceBernstein
Tennessee
$3.9B -$619M 56 1.41% Reduced
29
Capital Research Global Investors
Capital Research Global Investors
California
$3.78B +$249M 9 0.82% Increased
30
Legal & General Group
Legal & General Group
United Kingdom
$3.77B +$56.8M 64 1.03% Increased
31
Nuveen
Nuveen
North Carolina
$3.64B -$241M 62 1.1% Reduced
32
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$3.22B +$82.4M 16 1.07% Increased
33
Newport Trust Company
Newport Trust Company
District of Columbia
$3.14B -$38.5M 1 8.04% Reduced
34
Select Equity Group
Select Equity Group
New York
$3.05B -$283M 9 13.14% Reduced
35
Harris Associates
Harris Associates
Illinois
$3.02B -$705M 5 5.08% Reduced
36
American Century Companies
American Century Companies
Missouri
$2.74B +$337M 62 1.68% Increased
37
Neuberger Berman Group
Neuberger Berman Group
New York
$2.71B +$137M 37 2.27% Increased
38
Barclays
Barclays
United Kingdom
$2.68B +$822M 71 0.76% Increased
39
Deutsche Bank
Deutsche Bank
Germany
$2.63B -$157M 62 1.04% Reduced
40
Ameriprise
Ameriprise
Minnesota
$2.46B -$106M 55 0.66% Reduced
41
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$2.46B -$77.3M 56 5.23% Reduced
42
HSBC Holdings
HSBC Holdings
United Kingdom
$2.37B +$27.4M 50 1.46% Increased
43
First Trust Advisors
First Trust Advisors
Illinois
$2.27B +$202M 52 2.01% Increased
44
Boston Partners
Boston Partners
Massachusetts
$2.18B -$417M 24 2.64% Reduced
45
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.15B -$40.1M 43 1.05% Reduced
46
Wells Fargo
Wells Fargo
California
$2.13B -$8.04M 69 0.48% Reduced
47
Fidelity International
Fidelity International
Bermuda
$2.12B -$139M 15 2.01% Reduced
48
Capital International Investors
Capital International Investors
California
$2.04B +$912M 11 0.4% Increased
49
Primecap Management
Primecap Management
California
$2.02B -$176M 5 1.67% Reduced
50
Raymond James Financial
Raymond James Financial
Florida
$2.02B -$51.9M 54 0.76% Reduced