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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
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$186M +$16.2M 24 1.83% Increased
177
Chevy Chase Trust
Chevy Chase Trust
Maryland
$186M -$4.23M 16 0.7% Reduced
178
Rockefeller Capital Management
Rockefeller Capital Management
New York
$183M -$11.3M 24 2.28% Reduced
179
SEI Investments
SEI Investments
Pennsylvania
$183M +$17.3M 36 0.55% Increased
180
CI Investments Inc
CI Investments Inc
Ontario, Canada
$182M -$40.9M 3 0.93% Reduced
181
VanEck Associates
VanEck Associates
New York
$179M +$16.1M 8 0.69% Increased
182
AL
AJO LP
Pennsylvania
$179M +$54.1M 8 1.06% Increased
183
DF Dent & Co
DF Dent & Co
Maryland
$176M +$2.19M 3 2.98% Increased
184
Davenport & Co
Davenport & Co
Virginia
$174M -$10.9M 9 1.86% Reduced
185
Longview Asset Management (Illinois)
Longview Asset Management (Illinois)
Illinois
$171M -$39.6M 1 2.78% Reduced
186
FP
FPR Partners
California
$170M -$23.6M 1 3.54% Reduced
187
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$170M +$19.2M 13 0.28% Increased
188
Epoch Investment Partners
Epoch Investment Partners
New York
$169M -$196M 6 0.73% Reduced
189
Brown Advisory
Brown Advisory
Maryland
$169M -$2.05M 13 0.43% Reduced
190
Alyeska Investment Group
Alyeska Investment Group
Illinois
$168M -$30.5M 3 2.22% Reduced
191
Gates Capital Management
Gates Capital Management
New York
$163M -$12.6M 2 7.14% Reduced
192
Asset Management One
Asset Management One
Japan
$161M -$13.8M 18 0.73% Reduced
193
US Bancorp
US Bancorp
Minnesota
$159M +$523K 49 0.41% Increased
194
EC
Eminence Capital
New York
$156M -$7.77M 1 1.76% Reduced
195
Glenmede Trust
Glenmede Trust
Pennsylvania
$156M +$8.77M 36 0.71% Increased
196
Marshall Wace North America
Marshall Wace North America
New York
$154M +$103M 22 0.74% Increased
197
Envestnet Asset Management
Envestnet Asset Management
Illinois
$153M +$255K 38 0.16% Increased
198
Natixis Advisors
Natixis Advisors
Massachusetts
$152M +$5.85M 19 1.07% Increased
199
M&G Investment Management
M&G Investment Management
United Kingdom
$152M +$144M 8 1.34% New
200
PCM
Palestra Capital Management
New York
$151M +$24.3M 1 4.5% Increased