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 |
London Company of Virginia
Richmond,
Virginia
| $356M | +$381K | 5 | 2.06% | Increased |
|
| 152 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| $354M | -$10.1M | 10 | 1.06% | Reduced |
|
| 153 |
Congress Asset Management
Boston,
Massachusetts
| $353M | -$104M | 11 | 3.29% | Reduced |
|
| 154 |
Retirement Systems of Alabama
Montgomery,
Alabama
| $350M | -$27.2M | 19 | 1.52% | Reduced |
|
| 155 |
Swedbank
Stockholm,
Sweden
| $345M | -$1.07M | 10 | 0.68% | Reduced |
|
| 156 |
Balyasny Asset Management
Chicago,
Illinois
| $344M | -$143M | 31 | 0.86% | Reduced |
|
| 157 |
Altshuler Shaham
Tel Aviv,
Israel
| $344M | +$145M | 8 | 7.52% | Increased |
|
| 158 |
Truist Financial
Charlotte,
North Carolina
| $342M | +$4.85M | 33 | 0.59% | Increased |
|
| 159 |
BOI
Bank of Italy
Rome,
Italy
| $341M | $0 | 1 | 11.37% | Maintained |
|
| 160 |
Qube Research & Technologies (QRT)
London,
United Kingdom
| $341M | +$119M | 42 | 1.47% | Increased |
|
| 161 |
Cerity Partners
New York
| $341M | +$20.7M | 27 | 0.8% | Increased |
|
| 162 |
US Bancorp
Minneapolis,
Minnesota
| $338M | -$1.02M | 58 | 0.57% | Reduced |
|
| 163 |
GW&K Investment Management
Boston,
Massachusetts
| $336M | -$4.74M | 9 | 3.25% | Reduced |
|
| 164 |
Fred Alger Management
New York
| $336M | +$120M | 12 | 1.8% | Increased |
|
| 165 |
Great Lakes Advisors
Chicago,
Illinois
| $334M | +$241M | 16 | 3.04% | Increased |
|
| 166 |
Acadian Asset Management
Boston,
Massachusetts
| $333M | +$94.8M | 36 | 1.46% | Increased |
|
| 167 |
HighTower Advisors
Chicago,
Illinois
| $333M | -$25.2M | 34 | 0.73% | Reduced |
|
| 168 |
SCA
Southpoint Capital Advisors
New York
| $330M | +$97.7M | 4 | 7.49% | Increased |
|
| 169 |
William Blair & Company
Chicago,
Illinois
| $330M | +$2.53M | 16 | 1.32% | Increased |
|
| 170 |
Storebrand Asset Management
Lysaker,
Norway
| $328M | +$50.2M | 14 | 1.66% | Increased |
|
| 171 |
STRS Ohio
Columbus,
Ohio
| $327M | -$9.71M | 41 | 1.42% | Reduced |
|
| 172 |
Voloridge Investment Management
Jupiter,
Florida
| $325M | +$29.6M | 26 | 1.61% | Increased |
|
| 173 |
SI
Standard Investments
New York
| $322M | -$45.4M | 2 | 15.62% | Reduced |
|
| 174 |
Vontobel Holding
Zurich,
Switzerland
| $317M | +$9.31M | 16 | 2.95% | Increased |
|
| 175 |
Mariner
Overland Park,
Kansas
| $317M | +$3.84M | 35 | 0.92% | Increased |
|