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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
Vontobel Asset Management
Vontobel Asset Management
New York
$316M -$68.1M 1 2.28% Reduced
177
Canada Life
Canada Life
Manitoba, Canada
$313M -$9.49M 43 0.78% Reduced
178
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$310M -$6.8M 1 5.07% Reduced
179
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$310M -$52.2M 53 0.43% Reduced
180
Silvercrest Asset Management
Silvercrest Asset Management
New York
$310M -$20.4M 12 2.35% Reduced
181
Stockbridge Partners
Stockbridge Partners
Massachusetts
$307M -$27.7M 1 7.11% Reduced
182
Winslow Capital Management
Winslow Capital Management
Minnesota
$306M -$165M 1 1.56% Reduced
183
Robeco Schweiz
Robeco Schweiz
Switzerland
$306M +$25.4M 7 4.94% Increased
184
Hood River Capital Management
Hood River Capital Management
Florida
$300M +$17.7M 7 9.72% Increased
185
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$298M +$38.7M 15 3.11% Increased
186
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$292M -$33.8M 32 0.63% Reduced
187
ECP
Electron Capital Partners
New York
$290M -$67.9M 3 12.56% Reduced
188
Farallon Capital Management
Farallon Capital Management
California
$289M +$12.3M 1 1.58% Increased
189
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$286M +$114M 23 1.75% Increased
190
Epoch Investment Partners
Epoch Investment Partners
New York
$285M +$69.7M 10 1.7% Increased
191
Royal London Asset Management
Royal London Asset Management
United Kingdom
$285M +$5.48M 11 1.14% Increased
192
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$282M +$2.58M 32 1.01% Increased
193
Driehaus Capital Management
Driehaus Capital Management
Illinois
$282M -$64.8M 13 3.96% Reduced
194
Sarasin & Partners
Sarasin & Partners
United Kingdom
$279M -$38M 2 3.52% Reduced
195
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$277M -$38.2M 14 0.96% Reduced
196
Rathbones Group
Rathbones Group
United Kingdom
$276M -$758K 6 2.82% Reduced
197
ProShare Advisors
ProShare Advisors
Maryland
$275M -$36.2M 31 0.84% Reduced
198
Point72 Asset Management
Point72 Asset Management
Connecticut
$274M +$16.7M 27 0.85% Increased
199
Osaic Holdings
Osaic Holdings
Arizona
$273M +$14.9M 72 0.51% Increased
200
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$269M +$4.34M 32 1.2% Increased