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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
National Bank of Canada
National Bank of Canada
Quebec, Canada
$658M +$66.3M 40 0.7% Increased
127
Royal London Asset Management
Royal London Asset Management
United Kingdom
$635M -$20.3M 13 1.55% Reduced
128
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$635M -$64.9M 29 1.02% Reduced
129
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$634M +$111M 31 0.6% Increased
130
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$634M +$12.5M 10 1.32% Increased
131
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$632M +$45.6M 15 2.74% Increased
132
HCC
Hill City Capital
Massachusetts
$631M +$37.8M 4 40.44% Increased
133
Aberdeen Group
Aberdeen Group
United Kingdom
$628M -$59.6M 19 1.18% Reduced
134
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$627M +$3.57M 52 1.79% Increased
135
Congress Asset Management
Congress Asset Management
Massachusetts
$616M -$48.3M 15 4.16% Reduced
136
Wasatch Advisors
Wasatch Advisors
Utah
$615M +$1.87M 8 3.04% Increased
137
Driehaus Capital Management
Driehaus Capital Management
Illinois
$603M -$53M 14 4.98% Reduced
138
Hood River Capital Management
Hood River Capital Management
Florida
$595M -$140M 7 8.78% Reduced
139
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$590M -$26.8M 41 1.24% Reduced
140
Storebrand Asset Management
Storebrand Asset Management
Norway
$587M -$39.9M 17 1.78% Reduced
141
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$577M -$905K 5 7.64% Reduced
142
Royce & Associates
Royce & Associates
New York
$573M -$88.4M 30 5.31% Reduced
143
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$573M +$109M 66 0.09% Increased
144
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$570M +$592M 21 1.13% New
145
GAMCO Investors
GAMCO Investors
Connecticut
$566M -$61.9M 22 5.93% Reduced
146
Two Sigma Advisers
Two Sigma Advisers
New York
$565M +$7.25M 48 1.31% Increased
147
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$560M -$12.9M 47 1.43% Reduced
148
Capital Wealth Planning
Capital Wealth Planning
Florida
$560M +$18.6M 3 5.18% Increased
149
Two Sigma Investments
Two Sigma Investments
New York
$556M -$47.4M 49 1.21% Reduced
150
William Blair Investment Management
William Blair Investment Management
Illinois
$550M -$88.6M 9 1.34% Reduced