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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
Epoch Investment Partners
Epoch Investment Partners
New York
$396M +$98.1M 9 1.8% Increased
177
Jennison Associates
Jennison Associates
New York
$393M +$46.2M 15 0.29% Increased
178
National Bank of Canada
National Bank of Canada
Quebec, Canada
$392M +$12.5M 34 0.63% Increased
179
Voloridge Investment Management
Voloridge Investment Management
Florida
$385M +$12.7M 26 1.52% Increased
180
Storebrand Asset Management
Storebrand Asset Management
Norway
$379M +$17.2M 14 1.37% Increased
181
Axa
Axa
France
$378M -$85.6M 29 1.22% Reduced
182
Prudential plc
Prudential plc
United Kingdom
$373M -$20.3M 14 3.78% Reduced
183
Man Group
Man Group
United Kingdom
$372M +$331M 36 1.04% New
184
William Blair & Company
William Blair & Company
Illinois
$371M -$19.8M 18 1.26% Reduced
185
Vontobel Holding
Vontobel Holding
Switzerland
$370M -$10.2M 18 3.1% Reduced
186
Great Lakes Advisors
Great Lakes Advisors
Illinois
$366M -$100M 17 3.49% Reduced
187
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$363M -$8.73M 1 5.81% Reduced
188
Harding Loevner
Harding Loevner
New Jersey
$362M -$5.75M 1 2.03% Reduced
189
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$361M +$13.1M 26 0.46% Increased
190
Adage Capital Partners
Adage Capital Partners
Massachusetts
$358M +$5.14M 7 0.74% Increased
191
Artemis Investment Management
Artemis Investment Management
United Kingdom
$355M +$9.94M 7 5.12% Increased
192
CI Investments Inc
CI Investments Inc
Ontario, Canada
$351M -$68.5M 26 1.82% Reduced
193
GW&K Investment Management
GW&K Investment Management
Massachusetts
$351M -$49.2M 16 3.27% Reduced
194
Osaic Holdings
Osaic Holdings
Arizona
$350M -$86.2M 69 0.61% Reduced
195
Robeco Schweiz
Robeco Schweiz
Switzerland
$348M -$24.7M 7 5.85% Reduced
196
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$347M +$3.76M 38 0.64% Increased
197
Alkeon Capital Management
Alkeon Capital Management
New York
$346M +$3.16M 2 0.77% Increased
198
SI
Standard Investments
New York
$345M $0 2 21.27% Maintained
199
STRS Ohio
STRS Ohio
Ohio
$345M -$25.1M 41 1.44% Reduced
200
Baird Financial Group
Baird Financial Group
Wisconsin
$338M -$25.2M 25 0.77% Reduced