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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
NEI
Northwest & Ethical Investments
Ontario, Canada
$52M -$5.62M 4 1.69% Reduced
477
Scharf Investments
Scharf Investments
California
$51.6M -$1.17M 1 1.63% Reduced
478
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$51.5M +$4.77M 20 0.6% Increased
479
Nicholas Company
Nicholas Company
Wisconsin
$50.9M +$287K 4 0.9% Increased
480
Whittier Trust
Whittier Trust
California
$50.5M +$787K 22 0.92% Increased
481
FCI
Financial Counselors Inc
Kansas
$50.5M +$3.18M 6 1.08% Increased
482
Norinchukin Bank
Norinchukin Bank
Japan
$50.3M +$2.39M 8 0.7% Increased
483
MAM
Montanaro Asset Management
United Kingdom
$50.3M -$3.92M 1 6.06% Reduced
484
Tredje AP-fonden
Tredje AP-fonden
Sweden
$49.9M +$21.6M 5 1.04% Increased
485
Capstone Investment Advisors
Capstone Investment Advisors
New York
$49.8M +$36.8M 7 0.1% Increased
486
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$49.6M $0 22 0.79% Maintained
487
SC
Skylands Capital
Wisconsin
$49.4M +$351K 6 6.1% Increased
488
PGGM Investments
PGGM Investments
Netherlands
$49.4M -$25.7M 4 0.25% Reduced
489
MSL
Mackay Shields LLC
New York
$48.7M -$3.01M 8 0.46% Reduced
490
RCW
Rheos Capital Works
Japan
$48.7M +$11.1M 4 2.51% Increased
491
Quilter Plc
Quilter Plc
United Kingdom
$48.5M +$1.33M 4 1.35% Increased
492
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$48.3M +$11.9M 30 0.89% Increased
493
TCAM
Turtle Creek Asset Management
Ontario, Canada
$48.3M +$48.3M 2 1.84% New
494
CM
Cartica Management
District of Columbia
$48M +$5.13M 1 9.15% Increased
495
Conning Inc
Conning Inc
Connecticut
$48M +$5.78M 5 1.38% Increased
496
BBCM
Broad Bay Capital Management
New York
$47.9M -$13.7M 1 5.93% Reduced
497
Cetera Advisors
Cetera Advisors
Colorado
$47.6M +$17.5M 11 0.93% Increased
498
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$47.6M +$45.5M 1 0.79% New
499
RiverFront Investment Group
RiverFront Investment Group
Virginia
$47.3M -$44.8M 2 1.58% Reduced
500
PWLP
Prio Wealth Limited Partnership
Massachusetts
$47.2M -$1.32M 3 1.59% Reduced