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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
Barings
Barings
North Carolina
$66.5M +$47.3M 5 2.27% Increased
477
Banco Santander
Banco Santander
Spain
$66.2M +$9.04M 9 0.94% Increased
478
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$64.7M +$68M 18 0.31% New
479
Wedge Capital Management
Wedge Capital Management
North Carolina
$64.7M -$36.3M 8 1.28% Reduced
480
ING Group
ING Group
Netherlands
$64.3M -$56.2M 11 0.57% Reduced
481
CI
Cooper Investors
Australia
$64.2M +$64.8M 1 5.12% New
482
Snyder Capital Management
Snyder Capital Management
California
$64.1M +$4.28M 1 1.45% Increased
483
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$63.9M +$59.7M 5 1.15% Increased
484
CAM
Cidel Asset Management
Ontario, Canada
$63.8M -$13.1M 5 3.19% Reduced
485
Westfield Capital Management
Westfield Capital Management
Massachusetts
$63.4M -$2.32M 2 0.43% Reduced
486
LCM
Lionstone Capital Management
New York
$63M $0 1 19.64% Maintained
487
SPI
Santori & Peters Inc
Pennsylvania
$62.9M -$4.89M 1 33.78% Reduced
488
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$62.6M -$423K 24 0.54% Reduced
489
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$62.4M -$6.96M 24 0.75% Reduced
490
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$62.4M -$6.96M 24 0.75% Reduced
491
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$62.3M -$25.5M 3 0.75% Reduced
492
ARK Investment Management
ARK Investment Management
Florida
$62.2M -$2.68M 3 0.48% Reduced
493
Algert Global
Algert Global
California
$62.1M -$3.5M 25 2.92% Reduced
494
Engineers Gate Manager
Engineers Gate Manager
New York
$61M +$27.6M 37 2.26% Increased
495
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$60.8M +$5.43M 3 2.28% Increased
496
SAM
Southeastern Asset Management
Tennessee
$60.7M -$506K 2 2.25% Reduced
497
Covea Finance
Covea Finance
France
$60.5M +$4.78M 6 3.41% Increased
498
Whittier Trust
Whittier Trust
California
$60.3M -$5.76M 27 1.07% Reduced
499
NAM
NorthCrest Asset Manangement
Minnesota
$60.1M -$821K 8 2.45% Reduced
500
Jump Financial
Jump Financial
Illinois
$59.9M +$12.4M 37 2.22% Increased