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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
176
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$151M +$37.6M 6 1.8% Increased
177
Chevy Chase Trust
Chevy Chase Trust
Maryland
$148M -$3.81M 10 0.72% Reduced
178
QI
QV Investors
Alberta, Canada
$145M +$17.1M 2 4.46% Increased
179
Icahn Carl
Icahn Carl
Florida
$140M -$1.59M 2 0.69% Reduced
180
KBC Group
KBC Group
Belgium
$140M -$42M 26 1.55% Reduced
181
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$137M -$83.9M 51 0.32% Reduced
182
Vontobel Asset Management
Vontobel Asset Management
New York
$136M +$4.4M 1 1.17% Increased
183
US Bancorp
US Bancorp
Minnesota
$134M +$2.48M 47 0.43% Increased
184
AMF Tjänstepension
AMF Tjänstepension
Sweden
$134M +$6.51M 3 1.47% Increased
185
Man Group
Man Group
United Kingdom
$132M -$12.1M 23 0.59% Reduced
186
Longview Asset Management (Illinois)
Longview Asset Management (Illinois)
Illinois
$131M $0 1 2.43% Maintained
187
Wasatch Advisors
Wasatch Advisors
Utah
$131M +$32.6M 3 1.75% Increased
188
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$131M -$29.1M 6 1.58% Reduced
189
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$131M +$41.7M 11 0.97% Increased
190
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$130M -$28.4M 8 0.59% Reduced
191
Emerald Advisers
Emerald Advisers
Pennsylvania
$129M +$4.53M 12 6.35% Increased
192
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$128M -$2.1M 3 4.51% Reduced
193
FVP
Firefly Value Partners
Pennsylvania
$127M +$10.2M 2 10.62% Increased
194
Korea Investment Corp
Korea Investment Corp
South Korea
$126M -$8.1M 7 0.68% Reduced
195
VanEck Associates
VanEck Associates
New York
$126M +$19M 8 0.63% Increased
196
GA
Greenhaven Associates
New York
$126M +$5.18M 2 2.42% Increased
197
NPIC
Neumeier Poma Investment Counsel
California
$126M +$35.6M 5 11.92% Increased
198
SI
Standard Investments
New York
$126M $0 1 14.09% Maintained
199
Gates Capital Management
Gates Capital Management
New York
$125M -$71.5M 3 6.89% Reduced
200
Sterling Capital Management
Sterling Capital Management
North Carolina
$125M -$15.4M 10 1.36% Reduced