← All themes

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
526
Axiom Investors
Axiom Investors
Connecticut
$153M +$89.2M 6 1.32% Increased
527
Advisors Capital Management
Advisors Capital Management
New Jersey
$151M -$2.37M 10 1.6% Reduced
528
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$149M +$110M 6 1.52% Increased
529
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland)
$149M +$88.1M 17 2.83% Increased
530
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$147M +$12.6M 18 2.34% Increased
531
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$147M -$1.4M 24 0.81% Reduced
532
John W. Bristol & Co
John W. Bristol & Co
New York
$146M -$1.59M 1 2.16% Reduced
533
NIM
NXG Investment Management
Texas
$146M +$5.07M 5 6.53% Increased
534
Evergreen Capital Management
Evergreen Capital Management
Washington
$145M +$1.04M 34 2.55% Increased
535
Vest Financial
Vest Financial
Virginia
$145M -$30.3M 13 1.53% Reduced
536
Citizens Financial Group
Citizens Financial Group
Rhode Island
$145M +$2.41M 20 1.75% Increased
537
Stephens Inc
Stephens Inc
Arkansas
$145M +$460K 17 1.62% Increased
538
Trillium Asset Management
Trillium Asset Management
Massachusetts
$144M -$62.6M 8 4.44% Reduced
539
RBDF
Robert B. Daugherty Foundation
Nebraska
$144M $0 1 100% Maintained
540
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$144M -$13.4M 3 1.38% Reduced
541
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$144M -$20.3M 7 2.73% Reduced
542
NAM
NorthCrest Asset Manangement
Minnesota
$144M +$4.81M 22 3.69% Increased
543
Country Trust Bank
Country Trust Bank
Illinois
$144M +$7.25M 12 2.52% Increased
544
Altshuler Shaham
Altshuler Shaham
Israel
$142M -$987K 7 1.77% Reduced
545
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$142M +$7.06M 22 1.6% Increased
546
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$142M -$48M 8 2.91% Reduced
547
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$141M -$5.54M 20 0.66% Reduced
548
DJE Kapital
DJE Kapital
Germany
$141M -$30.4M 4 2.65% Reduced
549
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$141M +$846K 21 1.76% Increased
550
Prospera Financial Services
Prospera Financial Services
Texas
$140M -$5.49M 13 2.04% Reduced