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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
551
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$22.4M +$24.9M 33 1.32% New
552
STB
S&T Bank
Pennsylvania
$22.3M -$3.64M 3 5.18% Reduced
553
MAP
Managed Asset Portfolios
Michigan
$22.3M +$438K 1 6.39% Increased
554
RI
Redwood Investments
Massachusetts
$22.2M -$10.5M 3 2.09% Reduced
555
LPC
Long Pond Capital
New York
$22.2M -$14.1M 1 0.87% Reduced
556
SW
SVB Wealth
Massachusetts
$22.2M -$6.25M 7 0.95% Reduced
557
PPCM
Pillar Pacific Capital Management
California
$22.1M -$498K 8 2.91% Reduced
558
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$22.1M +$8.67M 1 2.73% Increased
559
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$21.7M +$1.19M 2 1.92% Increased
560
SL
Summitry LLC
California
$21.7M +$95K 2 2.12% Increased
561
Cohen & Steers
Cohen & Steers
New York
$21.6M -$10.1M 1 0.07% Reduced
562
Martingale Asset Management
Martingale Asset Management
Massachusetts
$21.5M +$2.63M 8 0.28% Increased
563
ECP
Electron Capital Partners
New York
$21.5M +$12.5M 2 2.81% Increased
564
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$21.5M -$3.69M 30 0.42% Reduced
565
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$21.4M -$1.44M 19 1.02% Reduced
566
Nissay Asset Management
Nissay Asset Management
Japan
$21.4M +$2.69M 8 0.65% Increased
567
SAM
Securian Asset Management
Minnesota
$21.4M +$125K 19 0.57% Increased
568
CIM
Corbyn Investment Management
Maryland
$21.3M -$255K 2 9.58% Reduced
569
Gofen & Glossberg
Gofen & Glossberg
Illinois
$21.3M -$63.6K 3 0.84% Reduced
570
VIA
Vantis Investment Advisers
Florida
$21.1M +$21.6M 1 9.51% New
571
Hancock Whitney
Hancock Whitney
Mississippi
$21M -$6.95M 12 0.71% Reduced
572
LIM
Lathrop Investment Management
Arkansas
$20.9M -$3.68M 2 7.33% Reduced
573
FFA
First Foundation Advisors
California
$20.9M -$2.89M 7 1.32% Reduced
574
SC
Shellback Capital
Massachusetts
$20.8M -$36.4M 3 3.76% Reduced
575
ELI
Empire Life Investments
Ontario, Canada
$20.8M +$9.2M 1 1.87% Increased