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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
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$95.1M +$50.9M 3 1.28% Increased
477
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$94.6M -$2.82M 33 1.06% Reduced
478
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$94.5M -$405K 12 0.8% Reduced
479
Quilter Plc
Quilter Plc
United Kingdom
$94.3M -$4.6M 4 1.86% Reduced
480
ACM
Alua Capital Management
New York
$94.1M -$68.3M 1 5.85% Reduced
481
YCM
Yaupon Capital Management
New York
$94M +$28.3M 5 3.88% Increased
482
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$93.7M +$280K 13 1.36% Increased
483
Pinnacle Associates
Pinnacle Associates
New York
$93.4M +$8.69M 17 1.27% Increased
484
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$93.3M -$24.4M 2 2.03% Reduced
485
Samlyn Capital
Samlyn Capital
New York
$92.4M -$5.98M 2 1.4% Reduced
486
TC
TwinBeech Capital
New York
$91.9M -$26.6M 10 1.57% Reduced
487
Mediolanum International Funds
Mediolanum International Funds
Ireland
$91.2M -$16.1M 6 1.18% Reduced
488
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$91.2M +$2.4M 7 0.69% Increased
489
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$91.1M -$17.4M 14 1.78% Reduced
490
CCLA Investment Management
CCLA Investment Management
United Kingdom
$90.5M +$9.05M 1 1.44% Increased
491
First Pacific Advisors
First Pacific Advisors
California
$90.1M -$25.1M 2 1.29% Reduced
492
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$89.9M -$79.4K 6 2.9% Reduced
493
BloombergSen
BloombergSen
Ontario, Canada
$89.9M $0 1 5.48% Maintained
494
Foundry Partners
Foundry Partners
Minnesota
$89.5M -$5.22M 11 4.5% Reduced
495
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$88.6M +$69.4M 8 0.31% Increased
496
Scotia Capital
Scotia Capital
Ontario, Canada
$88.3M +$14.4M 13 0.47% Increased
497
Magnetar Financial
Magnetar Financial
Illinois
$87.3M +$49M 8 2% Increased
498
Union Bancaire Privee
Union Bancaire Privee
Switzerland
$86.2M +$93M 11 1.5% New
499
New York Life Investment Management
New York Life Investment Management
New York
$86.1M +$4.5M 17 0.84% Increased
500
Antipodes Partners
Antipodes Partners
Australia
$86.1M +$86.7M 1 2.99% New