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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
Korea Investment Corp
Korea Investment Corp
South Korea
$182M -$106M 7 0.64% Reduced
177
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$181M -$294K 2 1.45% Reduced
178
Marshall Wace
Marshall Wace
United Kingdom
$178M +$75.5M 23 1.14% Increased
179
Icahn Carl
Icahn Carl
Florida
$178M $0 1 1.02% Maintained
180
Prudential plc
Prudential plc
United Kingdom
$176M -$5.56M 6 0.88% Reduced
181
Epoch Investment Partners
Epoch Investment Partners
New York
$176M +$15.3M 6 0.88% Increased
182
NPIC
Neumeier Poma Investment Counsel
California
$176M +$6.75M 6 14.46% Increased
183
Baird Financial Group
Baird Financial Group
Wisconsin
$175M +$28.7M 17 0.6% Increased
184
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$174M -$180M 7 2.33% Reduced
185
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$174M +$190K 3 5.67% Increased
186
Marshfield Associates
Marshfield Associates
District of Columbia
$174M -$1.34M 1 8.36% Reduced
187
Chevy Chase Trust
Chevy Chase Trust
Maryland
$170M -$13.5M 9 0.67% Reduced
188
ProShare Advisors
ProShare Advisors
Maryland
$167M -$4.86M 26 0.77% Reduced
189
Sarasin & Partners
Sarasin & Partners
United Kingdom
$165M -$59.7M 1 2.39% Reduced
190
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$165M +$11.1M 10 0.94% Increased
191
US Bancorp
US Bancorp
Minnesota
$163M -$1.04M 52 0.4% Reduced
192
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$162M -$5.95M 24 1.19% Reduced
193
AMF Tjänstepension
AMF Tjänstepension
Sweden
$162M +$38M 3 1.47% Increased
194
TimesSquare Capital Management
TimesSquare Capital Management
New York
$157M -$33M 4 1.47% Reduced
195
CRM
Cramer Rosenthal McGlynn
Connecticut
$155M +$16.3M 4 6.27% Increased
196
Manning & Napier Group
Manning & Napier Group
New York
$153M -$1.12M 4 1.55% Reduced
197
Capital International Inc
Capital International Inc
California
$151M +$1.43M 5 1.66% Increased
198
Artemis Investment Management
Artemis Investment Management
United Kingdom
$150M +$96.3M 3 1.89% Increased
199
Asset Management One
Asset Management One
Japan
$150M -$5.92M 17 0.69% Reduced
200
Longview Asset Management (Illinois)
Longview Asset Management (Illinois)
Illinois
$147M $0 1 3.19% Maintained