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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
NPIC
Neumeier Poma Investment Counsel
California
$219M +$2.29M 6 14.52% Increased
177
Westfield Capital Management
Westfield Capital Management
Massachusetts
$216M -$8.5M 2 1.28% Reduced
178
CRM
Cramer Rosenthal McGlynn
Connecticut
$212M +$6.71M 5 6.65% Increased
179
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$210M -$1.16M 3 5.98% Reduced
180
CI Investments Inc
CI Investments Inc
Ontario, Canada
$209M -$35.1M 14 0.92% Reduced
181
SEI Investments
SEI Investments
Pennsylvania
$209M -$20M 36 0.54% Reduced
182
Baird Financial Group
Baird Financial Group
Wisconsin
$207M -$2.9M 19 0.62% Reduced
183
LPL Financial
LPL Financial
California
$205M +$27.1M 30 0.27% Increased
184
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$204M +$34.8M 20 0.38% Increased
185
Sarasin & Partners
Sarasin & Partners
United Kingdom
$204M +$2.82M 1 2.69% Increased
186
Marshfield Associates
Marshfield Associates
District of Columbia
$202M -$8.37M 1 9.42% Reduced
187
Chevy Chase Trust
Chevy Chase Trust
Maryland
$202M -$4.79M 9 0.72% Reduced
188
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$202M -$4.52M 26 1.23% Reduced
189
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$198M -$51.2M 54 0.37% Reduced
190
ProShare Advisors
ProShare Advisors
Maryland
$198M -$6.75M 36 0.74% Reduced
191
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$198M +$19.2M 39 0.89% Increased
192
Marshall Wace North America
Marshall Wace North America
New York
$196M +$36.9M 18 0.88% Increased
193
Alkeon Capital Management
Alkeon Capital Management
New York
$194M -$58.6M 2 0.32% Reduced
194
Ninety One (UK)
Ninety One (UK)
United Kingdom
$192M -$43.8M 2 0.59% Reduced
195
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$190M -$84.9M 9 2.02% Reduced
196
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$189M +$10M 17 0.71% Increased
197
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$189M -$65.5M 8 0.5% Reduced
198
US Bancorp
US Bancorp
Minnesota
$188M -$10.9M 52 0.41% Reduced
199
Longview Asset Management (Illinois)
Longview Asset Management (Illinois)
Illinois
$188M $0 1 4.03% Maintained
200
PC
Pelham Capital
United Kingdom
$187M +$171M 1 12.41% New