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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
Findlay Park Partners
Findlay Park Partners
United Kingdom
$343M -$126M 2 2.33% Reduced
152
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$342M +$68.3M 19 0.41% Increased
153
Truist Financial
Truist Financial
North Carolina
$339M -$2.24M 34 0.55% Reduced
154
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$336M -$28.7M 3 4.85% Reduced
155
Natixis Advisors
Natixis Advisors
Massachusetts
$331M -$7.99M 27 1.54% Reduced
156
Markel Group
Markel Group
Virginia
$329M $0 2 4.17% Maintained
157
BOI
Bank of Italy
Italy
$321M $0 1 12.27% Maintained
158
Axa
Axa
France
$317M +$35.4M 18 0.89% Increased
159
DF Dent & Co
DF Dent & Co
Maryland
$315M -$3.54M 4 3.34% Reduced
160
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$309M +$8.13M 55 0.41% Increased
161
Canada Life
Canada Life
Manitoba, Canada
$306M -$21.6M 46 0.7% Reduced
162
AustralianSuper
AustralianSuper
Australia
$301M +$262M 1 2.1% Increased
163
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$300M -$76.9M 12 2.24% Reduced
164
Balyasny Asset Management
Balyasny Asset Management
Illinois
$298M +$5.73M 23 1.41% Increased
165
Man Group
Man Group
United Kingdom
$297M +$151M 29 1.04% Increased
166
SI
Standard Investments
New York
$294M +$79.6M 2 6.82% Increased
167
Sarasin & Partners
Sarasin & Partners
United Kingdom
$294M -$46.1M 1 3.07% Reduced
168
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$292M -$40.5M 15 1.04% Reduced
169
AIG
American International Group
New York
$282M -$9.93M 52 0.95% Reduced
170
Baird Financial Group
Baird Financial Group
Wisconsin
$281M -$11.8M 20 0.73% Reduced
171
William Blair & Company
William Blair & Company
Illinois
$278M +$67.6M 20 0.96% Increased
172
NPIC
Neumeier Poma Investment Counsel
California
$276M +$3.62M 6 16.13% Increased
173
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$273M -$68.5M 4 7.49% Reduced
174
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$270M +$10.4M 41 0.95% Increased
175
Brandes Investment Partners
Brandes Investment Partners
California
$269M -$25.6M 4 5.97% Reduced