← All themes

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
Aberdeen Group
Aberdeen Group
United Kingdom
$468M +$112M 15 1.01% Increased
152
HighTower Advisors
HighTower Advisors
Illinois
$465M +$14.1M 41 0.78% Increased
153
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$462M +$52.9M 7 1.64% Increased
154
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$459M +$2.79M 4 6.89% Increased
155
Gabelli Funds
Gabelli Funds
New York
$459M -$8.11M 21 3.53% Reduced
156
Sarasin & Partners
Sarasin & Partners
United Kingdom
$458M +$33.5M 3 5.03% Increased
157
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$457M -$1.34M 1 7.5% Reduced
158
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$455M -$24.3M 46 1.28% Reduced
159
Natixis Advisors
Natixis Advisors
Massachusetts
$454M -$72.5M 31 1.2% Reduced
160
Perpetual Ltd
Perpetual Ltd
Australia
$449M +$243M 12 4.63% Increased
161
Congress Asset Management
Congress Asset Management
Massachusetts
$448M -$89.5M 12 3.52% Reduced
162
Lyrical Asset Management
Lyrical Asset Management
New York
$437M -$29.7M 2 7.13% Reduced
163
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$433M -$6.98M 26 2.18% Reduced
164
Royal London Asset Management
Royal London Asset Management
United Kingdom
$432M +$28.9M 10 1.23% Increased
165
Wasatch Advisors
Wasatch Advisors
Utah
$423M -$41.7M 6 2.33% Reduced
166
Truist Financial
Truist Financial
North Carolina
$421M -$19.6M 36 0.67% Reduced
167
Silvercrest Asset Management
Silvercrest Asset Management
New York
$418M -$25M 14 2.96% Reduced
168
APG Asset Management
APG Asset Management
Netherlands
$417M +$1.01M 13 0.81% Increased
169
Fred Alger Management
Fred Alger Management
New York
$414M -$20.1M 11 2.23% Reduced
170
Markel Group
Markel Group
Virginia
$414M +$18.8M 4 4.5% Increased
171
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$414M -$14.7M 51 1.58% Reduced
172
US Bancorp
US Bancorp
Minnesota
$412M -$7.41M 58 0.61% Reduced
173
Panagora Asset Management
Panagora Asset Management
Massachusetts
$411M +$140M 29 2.3% Increased
174
SIM
Sprucegrove Investment Management
Ontario, Canada
$408M +$345M 3 17.69% Increased
175
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$399M -$52.8M 16 0.97% Reduced