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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
AustralianSuper
AustralianSuper
Australia
$319M -$10.9M 1 1.66% Reduced
177
Markel Group
Markel Group
Virginia
$319M $0 2 3.65% Maintained
178
HighTower Advisors
HighTower Advisors
Illinois
$316M +$72.8M 33 0.69% Increased
179
STRS Ohio
STRS Ohio
Ohio
$316M -$43.8M 38 1.1% Reduced
180
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$310M -$57.1M 59 0.05% Reduced
181
NPIC
Neumeier Poma Investment Counsel
California
$307M -$24.8M 6 17.1% Reduced
182
PCM
Palestra Capital Management
New York
$307M +$285M 2 8.89% New
183
Ninety One (UK)
Ninety One (UK)
United Kingdom
$301M +$10.8M 1 0.72% Increased
184
ProShare Advisors
ProShare Advisors
Maryland
$300M +$43.4M 37 0.59% Increased
185
Axa
Axa
France
$292M -$7.94M 18 0.75% Reduced
186
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$291M +$24.4M 48 1.41% Increased
187
AIG
American International Group
New York
$289M -$5.55M 52 1.45% Reduced
188
TimesSquare Capital Management
TimesSquare Capital Management
New York
$286M +$30.1M 3 2.53% Increased
189
Scout Investments
Scout Investments
Missouri
$285M +$5.92M 6 4.13% Increased
190
ECP
Electron Capital Partners
New York
$280M -$53.9M 4 14.33% Reduced
191
Alkeon Capital Management
Alkeon Capital Management
New York
$279M -$203M 2 0.52% Reduced
192
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$277M -$16.8M 6 0.65% Reduced
193
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$277M -$26.1M 56 0.39% Reduced
194
Swedbank
Swedbank
Sweden
$276M -$5.86M 12 0.46% Reduced
195
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$275M +$10.2M 29 1.36% Increased
196
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$273M -$11M 40 0.92% Reduced
197
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$272M +$8.13M 27 0.59% Increased
198
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$271M -$9.6M 29 0.79% Reduced
199
US Bancorp
US Bancorp
Minnesota
$270M +$16.1M 54 0.43% Increased
200
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$263M +$70.5M 34 0.97% Increased