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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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$341M +$24.2M 11 0.93% Increased
152
Stockbridge Partners
Stockbridge Partners
Massachusetts
$341M -$58.2M 1 9.14% Reduced
153
Driehaus Capital Management
Driehaus Capital Management
Illinois
$338M +$146M 15 5.03% Increased
154
Aberdeen Group
Aberdeen Group
United Kingdom
$335M -$6.04M 13 0.91% Reduced
155
ECP
Electron Capital Partners
New York
$331M -$275K 4 13.54% Reduced
156
Swedbank
Swedbank
Sweden
$329M -$7.68M 11 0.72% Reduced
157
Axa
Axa
France
$329M +$36.7M 17 1.19% Increased
158
William Blair & Company
William Blair & Company
Illinois
$329M +$459K 17 1.43% Increased
159
Sarasin & Partners
Sarasin & Partners
United Kingdom
$327M +$3.95M 2 4.29% Increased
160
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$326M -$8.89M 9 1.01% Reduced
161
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$325M +$131M 55 0.08% Increased
162
Truist Financial
Truist Financial
North Carolina
$324M -$9.71M 32 0.57% Reduced
163
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$324M -$9.78M 1 5.06% Reduced
164
STRS Ohio
STRS Ohio
Ohio
$324M -$7.14M 39 1.46% Reduced
165
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$322M -$2.89M 32 0.72% Reduced
166
Canada Life
Canada Life
Manitoba, Canada
$321M -$1.79M 43 0.85% Reduced
167
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$319M -$11.8M 14 3.56% Reduced
168
ProShare Advisors
ProShare Advisors
Maryland
$318M -$3.48M 31 1.12% Reduced
169
Frontier Capital Management
Frontier Capital Management
Massachusetts
$316M -$18.4M 7 3.45% Reduced
170
Mariner
Mariner
Kansas
$309M +$23.9M 32 0.99% Increased
171
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$309M -$11.1M 7 4.69% Reduced
172
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$306M -$39.7M 16 1.1% Reduced
173
Silvercrest Asset Management
Silvercrest Asset Management
New York
$303M +$16.8M 13 2.33% Increased
174
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$300M -$136M 10 4.61% Reduced
175
Adage Capital Partners
Adage Capital Partners
Massachusetts
$299M -$15.5M 11 0.72% Reduced