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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
DF Dent & Co
DF Dent & Co
Maryland
$190M +$4.19M 4 2.87% Increased
152
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$186M +$8.37M 4 5.75% Increased
153
Ninety One (UK)
Ninety One (UK)
United Kingdom
$185M +$16.2M 2 0.66% Increased
154
Jane Street
Jane Street
New York
$184M +$67.1M 34 0.14% Increased
155
Prudential plc
Prudential plc
United Kingdom
$183M -$72.5M 6 0.88% Reduced
156
TimesSquare Capital Management
TimesSquare Capital Management
New York
$183M -$50.8M 4 1.74% Reduced
157
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$182M +$9.39M 50 0.24% Increased
158
Brown Advisory
Brown Advisory
Maryland
$180M -$1.5M 14 0.42% Reduced
159
Aperio Group
Aperio Group
California
$180M -$13.5M 43 0.66% Reduced
160
Stifel Financial
Stifel Financial
Missouri
$180M +$3.75M 33 0.41% Increased
161
Harding Loevner
Harding Loevner
New Jersey
$178M +$3.18M 1 0.85% Increased
162
Axa
Axa
France
$177M -$27.4M 17 0.7% Reduced
163
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$176M +$6.45M 7 1.98% Increased
164
Empyrean Capital Partners
Empyrean Capital Partners
California
$173M +$26M 4 10.3% Increased
165
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$172M +$24M 13 1.81% Increased
166
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$170M -$8.25M 25 0.71% Reduced
167
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$170M +$74.1M 44 0.04% Increased
168
Gates Capital Management
Gates Capital Management
New York
$169M +$29.2M 2 8.45% Increased
169
Natixis Advisors
Natixis Advisors
Massachusetts
$167M +$21.3M 18 1.11% Increased
170
First Pacific Advisors
First Pacific Advisors
California
$166M +$11.5M 2 2.24% Increased
171
Sarasin & Partners
Sarasin & Partners
United Kingdom
$166M -$9.91M 1 2.65% Reduced
172
SCM
Sahana Capital Management
Connecticut
$165M +$28M 1 23.43% Increased
173
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$164M +$100M 2 1.35% Increased
174
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$160M +$11.1M 55 0.28% Increased
175
Envestnet Asset Management
Envestnet Asset Management
Illinois
$159M +$11.3M 31 0.16% Increased