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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
126
Alkeon Capital Management
Alkeon Capital Management
New York
$1.31B -$71.5M 4 1.76% Reduced
127
Capital Wealth Planning
Capital Wealth Planning
Florida
$1.29B +$10.4M 3 6.43% Increased
128
HighTower Advisors
HighTower Advisors
Illinois
$1.27B -$60.6M 43 1.22% Reduced
129
Quantinno Capital Management
Quantinno Capital Management
New York
$1.26B +$196M 58 1.51% Increased
130
Aberdeen Group
Aberdeen Group
United Kingdom
$1.23B +$37M 20 1.73% Increased
131
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.23B -$33.2M 44 1.87% Reduced
132
Artisan Partners
Artisan Partners
Wisconsin
$1.2B -$159M 7 1.91% Reduced
133
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$1.2B -$64.4M 16 3.74% Reduced
134
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.2B -$214M 35 1.2% Reduced
135
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.2B -$55M 70 0.59% Reduced
136
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$1.19B +$76.8M 15 1.47% Increased
137
Prudential Financial
Prudential Financial
New Jersey
$1.19B -$9.16M 49 1.3% Reduced
138
SG Americas Securities
SG Americas Securities
New York
$1.17B -$307M 52 0.65% Reduced
139
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$1.15B +$18.7M 46 1.9% Increased
140
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$1.11B +$85.9M 32 1.14% Increased
141
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.09B +$405M 65 0.09% Increased
142
Prudential plc
Prudential plc
United Kingdom
$1.07B +$20.4M 16 5.8% Increased
143
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$1.06B -$29.7M 40 1.96% Reduced
144
KBC Group
KBC Group
Belgium
$1.06B -$21.7M 43 2.29% Reduced
145
Tidal Investments
Tidal Investments
Wisconsin
$1.06B +$122M 42 1.83% Increased
146
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$1.05B +$237M 2 10.15% Increased
147
Rathbones Group
Rathbones Group
United Kingdom
$1.05B +$34.7M 12 3.87% Increased
148
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$1.05B -$7.74M 62 1.7% Reduced
149
Markel Group
Markel Group
Virginia
$1.04B +$825K 6 7.95% Increased
150
Wasatch Advisors
Wasatch Advisors
Utah
$1.04B -$289M 12 6.78% Reduced