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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
151
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$163M +$9.35M 21 0.43% Increased
152
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$159M -$6.69M 15 1.9% Reduced
153
Citigroup
Citigroup
New York
$158M -$30.9M 62 0.14% Reduced
154
M&G Investment Management
M&G Investment Management
United Kingdom
$158M +$62.5M 7 1.91% Increased
155
Ninety One (UK)
Ninety One (UK)
United Kingdom
$157M -$47.5M 2 0.66% Reduced
156
Nordea Investment Management
Nordea Investment Management
Sweden
$157M +$43.8M 15 0.38% Increased
157
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$156M -$572K 26 0.76% Reduced
158
Glenmede Trust
Glenmede Trust
Pennsylvania
$156M $0 36 0.71% Maintained
159
Aberdeen Group
Aberdeen Group
United Kingdom
$155M -$70M 14 0.49% Reduced
160
Sarasin & Partners
Sarasin & Partners
United Kingdom
$155M -$1.47M 1 3.05% Reduced
161
SCM
Suvretta Capital Management
New York
$154M +$87.4M 2 4.16% Increased
162
Harding Loevner
Harding Loevner
New Jersey
$154M +$176M 1 0.86% Increased
163
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$151M -$16.6M 4 5.45% Reduced
164
Stifel Financial
Stifel Financial
Missouri
$151M -$30.1M 34 0.42% Reduced
165
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$148M -$7.1M 50 0.19% Reduced
166
EC
Eminence Capital
New York
$148M +$36.4M 1 1.62% Increased
167
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$148M -$2.9M 7 2% Reduced
168
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$146M +$10.2M 3 4.28% Increased
169
Korea Investment Corp
Korea Investment Corp
South Korea
$146M +$49.6M 7 0.64% Increased
170
Brown Advisory
Brown Advisory
Maryland
$146M +$37.5M 13 0.45% Increased
171
Chevy Chase Trust
Chevy Chase Trust
Maryland
$143M +$1.22M 9 0.66% Increased
172
Two Sigma Advisers
Two Sigma Advisers
New York
$139M -$123M 38 0.53% Reduced
173
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$137M -$2.6M 43 0.95% Reduced
174
VanEck Associates
VanEck Associates
New York
$133M -$1.85M 7 0.68% Reduced
175
ProShare Advisors
ProShare Advisors
Maryland
$133M -$35.7M 13 0.96% Reduced