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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
526
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$35.3M -$789K 2 1.28% Reduced
527
ECP
Electron Capital Partners
New York
$35.3M +$1.82M 2 5.95% Increased
528
NCM
Narwhal Capital Management
Georgia
$35.2M -$9.51M 2 8.09% Reduced
529
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$35.1M +$24.6M 2 0.82% Increased
530
BAPIM
British Airways Pensions Investment Management
United Kingdom
$34.9M -$54.3M 2 1.11% Reduced
531
FCIM
Fairview Capital Investment Management
California
$34.9M +$21.7M 2 2.12% Increased
532
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$34.6M $0 1 5.21% Maintained
533
ARTA
A.R.T. Advisors
New York
$34.6M +$6.03M 26 1.53% Increased
534
C
Chescapmanager
Maryland
$34.5M -$776K 2 5.62% Reduced
535
Creative Planning
Creative Planning
Kansas
$34.4M +$1.8M 16 0.15% Increased
536
ACP
Atalan Capital Partners
New York
$34.3M +$32.5M 1 9.93% New
537
SCM
Schneider Capital Management
Pennsylvania
$34.1M -$9.36M 1 7.49% Reduced
538
FQ
First Quadrant
California
$33.9M -$7.78M 14 0.64% Reduced
539
Huntington National Bank
Huntington National Bank
Ohio
$33.9M -$771K 23 0.54% Reduced
540
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$33.8M +$12.2M 5 0.34% Increased
541
Scotia Capital
Scotia Capital
Ontario, Canada
$33.8M +$2.43M 13 0.45% Increased
542
Becker Capital Management
Becker Capital Management
Oregon
$33.5M -$212K 3 1.11% Reduced
543
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$33.5M -$4.34M 8 0.92% Reduced
544
WP
WMS Partners
Maryland
$33.4M -$152K 4 3.76% Reduced
545
KCM
Knighthead Capital Management
New York
$33.2M -$49.9K 1 4.73% Reduced
546
ACB
Aristotle Capital Boston
Massachusetts
$33.1M +$5.71M 2 2.41% Increased
547
TAM
THB Asset Management
Connecticut
$32.9M +$6.03M 4 4.34% Increased
548
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$32.8M -$425K 17 0.87% Reduced
549
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$32.8M +$5.91M 20 0.78% Increased
550
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$32.7M +$631K 6 0.28% Increased