← All themes

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
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$347M +$146M 3 2.05% Increased
177
William Blair & Company
William Blair & Company
Illinois
$346M +$4.98M 16 1.33% Increased
178
Farallon Capital Management
Farallon Capital Management
California
$346M +$1.57M 1 1.61% Increased
179
Royal London Asset Management
Royal London Asset Management
United Kingdom
$345M +$12.9M 11 1.12% Increased
180
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$342M -$76.1M 13 3.95% Reduced
181
Rathbones Group
Rathbones Group
United Kingdom
$341M +$51.9M 10 2.47% Increased
182
Vontobel Holding
Vontobel Holding
Switzerland
$341M +$5.08M 17 3.15% Increased
183
National Bank of Canada
National Bank of Canada
Quebec, Canada
$336M +$30.6M 33 0.51% Increased
184
LSV Asset Management
LSV Asset Management
Illinois
$335M +$106M 15 0.78% Increased
185
Voloridge Investment Management
Voloridge Investment Management
Florida
$334M -$9.63M 23 1.65% Reduced
186
Robeco Schweiz
Robeco Schweiz
Switzerland
$331M +$937K 7 5.6% Increased
187
STRS Ohio
STRS Ohio
Ohio
$330M -$2.15M 44 1.47% Reduced
188
Adage Capital Partners
Adage Capital Partners
Massachusetts
$327M -$30M 11 0.74% Reduced
189
Storebrand Asset Management
Storebrand Asset Management
Norway
$323M +$3.67M 13 1.54% Increased
190
ProShare Advisors
ProShare Advisors
Maryland
$321M -$31.3M 33 1% Reduced
191
Baird Financial Group
Baird Financial Group
Wisconsin
$320M +$6.16M 26 0.87% Increased
192
Acadian Asset Management
Acadian Asset Management
Massachusetts
$319M +$42M 29 1.34% Increased
193
Two Sigma Advisers
Two Sigma Advisers
New York
$317M +$82.3M 47 0.81% Increased
194
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$315M +$11.1M 34 1.14% Increased
195
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$311M -$101M 9 1% Reduced
196
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$309M +$1.6M 39 0.64% Increased
197
Aberdeen Group
Aberdeen Group
United Kingdom
$309M -$89.1M 13 0.79% Reduced
198
Altshuler Shaham
Altshuler Shaham
Israel
$309M -$608M 4 8.37% Reduced
199
Winslow Capital Management
Winslow Capital Management
Minnesota
$305M +$290M 1 1.45% Increased
200
Prudential plc
Prudential plc
United Kingdom
$305M -$1.38M 12 3.39% Reduced