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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
476
Needham Investment Management
Needham Investment Management
New York
$184M +$28.5M 13 5.53% Increased
477
Antipodes Partners
Antipodes Partners
Australia
$184M +$3.99M 1 3.36% Increased
478
NZS Capital
NZS Capital
Colorado
$184M +$9.21M 2 4.76% Increased
479
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
$183M -$15.5M 13 1.89% Reduced
480
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$182M +$2.3M 31 0.8% Increased
481
Meitav Investment House
Meitav Investment House
Israel
$181M +$99.6M 4 1.22% Increased
482
MAMU
Marathon Asset Management (UK)
United Kingdom
$179M -$7.63M 2 7.26% Reduced
483
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$178M -$16.5M 12 1.2% Reduced
484
Hawk Ridge Capital Management
Hawk Ridge Capital Management
California
$177M +$77.1M 2 5.68% Increased
485
Soros Fund Management
Soros Fund Management
New York
$177M +$53.1M 10 2.17% Increased
486
Jefferies Financial Group
Jefferies Financial Group
New York
$177M -$16.9M 24 1.17% Reduced
487
OFI Invest Asset Management
OFI Invest Asset Management
France
$175M -$999K 8 1.75% Reduced
488
WBG
Wharton Business Group
Pennsylvania
$175M -$17.4M 4 5.86% Reduced
489
Aware Super
Aware Super
Australia
$173M -$7.58M 4 2.45% Reduced
490
GCM
Gladstone Capital Management
United Kingdom
$172M -$70.3M 4 17.03% Reduced
491
BAM
BCV Asset Management
$172M -$5.06M 5 5.2% Reduced
492
Ethic Inc
Ethic Inc
New York
$171M +$8.88M 31 2.14% Increased
493
Scotia Capital
Scotia Capital
Ontario, Canada
$171M +$14.4M 16 0.64% Increased
494
Moran Wealth Management
Moran Wealth Management
Florida
$170M -$15.9M 15 4.65% Reduced
495
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$169M -$16.4M 7 4.74% Reduced
496
New York Life Investment Management
New York Life Investment Management
New York
$168M +$387K 19 1.18% Increased
497
CCM
Carronade Capital Management
Connecticut
$167M +$30.8M 1 2.89% Increased
498
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$166M -$14.8M 11 1.87% Reduced
499
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$164M -$12.6M 48 1.63% Reduced
500
GJL
Gendell Jeffrey L
$164M +$22.8M 4 1.45% Increased