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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
Baird Financial Group
Baird Financial Group
Wisconsin
$282M +$23.3M 23 0.72% Increased
177
Canada Life
Canada Life
Manitoba, Canada
$279M -$470K 46 0.65% Reduced
178
Ninety One (UK)
Ninety One (UK)
United Kingdom
$276M +$67.4M 1 0.71% Increased
179
NPIC
Neumeier Poma Investment Counsel
California
$275M -$2.21M 6 16.32% Reduced
180
SEI Investments
SEI Investments
Pennsylvania
$270M +$46M 43 0.57% Increased
181
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$260M -$11.4M 6 0.67% Reduced
182
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$260M +$2.52M 42 0.92% Increased
183
AIG
American International Group
New York
$260M -$11.8M 52 1.38% Reduced
184
Moore Capital Management
Moore Capital Management
New York
$259M +$217M 13 3.96% Increased
185
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$257M +$99.3M 48 1.39% Increased
186
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$257M +$12.4M 31 0.8% Increased
187
SCM
Sahana Capital Management
Connecticut
$256M -$16.4M 1 29.27% Reduced
188
Swedbank
Swedbank
Sweden
$256M +$12.1M 12 0.48% Increased
189
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$255M -$4.99M 4 7.73% Reduced
190
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$252M -$9.98M 4 0.54% Reduced
191
Scout Investments
Scout Investments
Missouri
$251M -$17.9M 6 3.75% Reduced
192
GW&K Investment Management
GW&K Investment Management
Massachusetts
$251M +$24.3M 9 2.24% Increased
193
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$248M +$109M 8 2.61% Increased
194
XEA
XN Exponent Advisors
New York
$239M -$22.3M 1 11.44% Reduced
195
US Bancorp
US Bancorp
Minnesota
$238M +$18M 54 0.45% Increased
196
ProShare Advisors
ProShare Advisors
Maryland
$237M +$7.32M 30 0.67% Increased
197
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$237M +$5.54M 14 2.26% Increased
198
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$236M -$8.88M 3 2.31% Reduced
199
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$234M +$5.52M 28 0.57% Increased
200
Stockbridge Partners
Stockbridge Partners
Massachusetts
$233M +$8.52M 1 4.8% Increased