← 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
176
Fred Alger Management
Fred Alger Management
New York
$176M -$82M 4 0.68% Reduced
177
Glenmede Trust
Glenmede Trust
Pennsylvania
$176M -$29.3M 36 0.77% Reduced
178
Tocqueville Asset Management
Tocqueville Asset Management
New York
$175M +$7.09M 14 2.27% Increased
179
Chevy Chase Trust
Chevy Chase Trust
Maryland
$175M -$4.48M 9 0.72% Reduced
180
B
BloombergSen
Ontario, Canada
$174M +$3.52M 1 10.44% Increased
181
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory
California
$171M +$3.05M 1 0.27% Increased
182
Longview Asset Management (Illinois)
Longview Asset Management (Illinois)
Illinois
$170M $0 1 2.68% Maintained
183
Brown Advisory
Brown Advisory
Maryland
$168M -$11.4M 15 0.48% Reduced
184
KBC Group
KBC Group
Belgium
$168M +$17.1M 25 1.3% Increased
185
AL
AJO LP
Pennsylvania
$168M -$127M 7 0.87% Reduced
186
Asset Management One
Asset Management One
Japan
$166M +$5.05M 20 0.82% Increased
187
Gates Capital Management
Gates Capital Management
New York
$166M +$46.4M 2 6.96% Increased
188
Davenport & Co
Davenport & Co
Virginia
$165M +$1.08M 8 1.96% Increased
189
Envestnet Asset Management
Envestnet Asset Management
Illinois
$163M -$8.01M 38 0.21% Reduced
190
CBT
Capital Bank & Trust
California
$161M +$7.38M 8 1.99% Increased
191
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$161M +$40.9M 13 0.36% Increased
192
IAM
Impala Asset Management
Florida
$159M -$33.9M 4 7.18% Reduced
193
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$158M +$32.3M 6 1.76% Increased
194
US Bancorp
US Bancorp
Minnesota
$158M +$1.51M 51 0.44% Increased
195
DF Dent & Co
DF Dent & Co
Maryland
$157M +$62.2M 3 2.86% Increased
196
Putnam Investments
Putnam Investments
Massachusetts
$156M +$25.3M 11 0.35% Increased
197
SFM
Systematic Financial Management
New Jersey
$154M -$12.3M 16 6% Reduced
198
SEI Investments
SEI Investments
Pennsylvania
$153M -$2.48M 34 0.5% Reduced
199
Korea Investment Corp
Korea Investment Corp
South Korea
$152M +$2.57M 8 0.65% Increased
200
Sterling Capital Management
Sterling Capital Management
North Carolina
$151M +$28K 12 1.45% Increased