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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
SPI
Santori & Peters Inc
Pennsylvania
$75.1M $0 1 35.67% Maintained
477
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$75M -$14.8M 7 0.9% Reduced
478
CCLA Investment Management
CCLA Investment Management
United Kingdom
$75M +$20.3M 1 1.23% Increased
479
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$75M +$2.98M 20 0.31% Increased
480
Czech National Bank
Czech National Bank
Czech Republic
$75M -$208K 8 1.07% Reduced
481
JSP
Jackson Square Partners
California
$74.2M -$31.6M 1 2.41% Reduced
482
WBG
Wharton Business Group
Pennsylvania
$73.5M -$7.77M 4 3.7% Reduced
483
AE Wealth Management
AE Wealth Management
Kansas
$73.1M +$8.25M 20 0.37% Increased
484
Eventide Asset Management
Eventide Asset Management
Massachusetts
$73.1M +$3.85K 1 1.19% Increased
485
FP
Foundry Partners
Minnesota
$72.9M +$4.85M 8 4.39% Increased
486
SCM
Sandler Capital Management
New York
$72.9M +$43.1M 5 6.04% Increased
487
SIC
Schwartz Investment Counsel
Michigan
$72.3M $0 2 2.82% Maintained
488
SAM
Southeastern Asset Management
Tennessee
$72.2M -$13.6K 2 2.78% Reduced
489
AIA Group
AIA Group
Hong Kong
$72.2M +$16.2M 6 2.96% Increased
490
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$71.9M +$20.4M 8 1.24% Increased
491
Country Trust Bank
Country Trust Bank
Illinois
$71.6M -$866K 4 1.99% Reduced
492
Whittier Trust
Whittier Trust
California
$71.4M +$165K 23 1.16% Increased
493
FCI
Financial Counselors Inc
Kansas
$71.3M -$1.01M 7 1.27% Reduced
494
Snyder Capital Management
Snyder Capital Management
California
$71.3M -$16.5M 1 1.61% Reduced
495
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$71.2M -$53.2M 19 0.53% Reduced
496
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$70.6M +$1.17M 23 0.57% Increased
497
NPCM
North Peak Capital Management
New York
$70.5M +$11.1M 1 7.41% Increased
498
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$70.2M +$13.1M 17 4.52% Increased
499
Private Advisor Group
Private Advisor Group
New Jersey
$69.8M +$4.29M 24 0.54% Increased
500
SAM
Southernsun Asset Management
Tennessee
$69.5M -$4.21M 2 8.01% Reduced