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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
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$351M +$36.1M 1 5.54% Increased
177
Robeco Schweiz
Robeco Schweiz
Switzerland
$347M +$1.54M 6 5.17% Increased
178
Mariner
Mariner
Kansas
$347M +$6.02M 33 0.93% Increased
179
Royal London Asset Management
Royal London Asset Management
United Kingdom
$338M +$24.3M 11 1.09% Increased
180
Great Lakes Advisors
Great Lakes Advisors
Illinois
$336M -$54.6M 15 3.35% Reduced
181
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$336M +$43.5M 4 5.33% Increased
182
STRS Ohio
STRS Ohio
Ohio
$334M -$27.7M 42 1.41% Reduced
183
Alkeon Capital Management
Alkeon Capital Management
New York
$333M +$64.1M 2 0.58% Increased
184
Hood River Capital Management
Hood River Capital Management
Florida
$331M -$23M 7 9.84% Reduced
185
Storebrand Asset Management
Storebrand Asset Management
Norway
$330M -$11M 13 1.51% Reduced
186
ProShare Advisors
ProShare Advisors
Maryland
$328M +$31.5M 34 0.95% Increased
187
SI
Standard Investments
New York
$325M -$34.6M 2 16.66% Reduced
188
Starboard Value
Starboard Value
New York
$320M -$132M 1 6.92% Reduced
189
BOI
Bank of Italy
Italy
$317M -$2.56M 1 9.84% Reduced
190
Canada Life
Canada Life
Manitoba, Canada
$316M -$27.2M 43 0.75% Reduced
191
Baird Financial Group
Baird Financial Group
Wisconsin
$312M +$17.5M 24 0.82% Increased
192
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$312M -$39.3M 24 1.14% Reduced
193
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$311M +$81.1M 30 2.67% Increased
194
Rathbones Group
Rathbones Group
United Kingdom
$310M +$907K 6 2.89% Increased
195
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$309M -$25.2M 15 2.88% Reduced
196
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$309M +$1.05M 33 1.04% Increased
197
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$307M -$15.7M 33 0.62% Reduced
198
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$306M -$33.2M 57 0.38% Reduced
199
Osaic Holdings
Osaic Holdings
Arizona
$305M +$10.8M 72 0.55% Increased
200
National Bank of Canada
National Bank of Canada
Quebec, Canada
$305M +$72.9M 31 0.56% Increased