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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
Asset Management One
Asset Management One
Japan
$568M +$20.4M 30 1.58% Increased
177
EARNEST Partners
EARNEST Partners
Georgia
$567M +$208M 5 2.43% Increased
178
GW&K Investment Management
GW&K Investment Management
Massachusetts
$561M -$69.9M 20 4.85% Reduced
179
William Blair Investment Management
William Blair Investment Management
Illinois
$561M -$49.4M 11 1.56% Reduced
180
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$561M +$3.57M 1 8.82% Increased
181
Royce & Associates
Royce & Associates
New York
$558M -$24.9M 28 5.66% Reduced
182
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$556M +$43.4M 2 6.04% Increased
183
US Bancorp
US Bancorp
Minnesota
$552M -$11M 60 0.65% Reduced
184
VanEck Associates
VanEck Associates
New York
$550M -$212M 27 0.45% Reduced
185
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$549M +$34.7M 48 0.6% Increased
186
Tidal Investments
Tidal Investments
Wisconsin
$547M +$238M 38 1.3% Increased
187
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$542M +$122M 11 3.39% Increased
188
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$534M -$346M 8 1.78% Reduced
189
River Road Asset Management
River Road Asset Management
Kentucky
$530M +$2.63M 9 5.82% Increased
190
Farallon Capital Management
Farallon Capital Management
California
$529M +$55.7M 1 2.29% Increased
191
Danske Bank
Danske Bank
Denmark
$528M +$6.9M 37 1.23% Increased
192
GAMCO Investors
GAMCO Investors
Connecticut
$522M -$9.26M 28 5.01% Reduced
193
Creative Planning
Creative Planning
Kansas
$519M +$25.6M 56 0.37% Increased
194
Panagora Asset Management
Panagora Asset Management
Massachusetts
$517M -$21.5M 33 1.83% Reduced
195
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$517M -$36.6M 41 0.69% Reduced
196
Rockefeller Capital Management
Rockefeller Capital Management
New York
$516M +$77.3M 55 0.93% Increased
197
ProShare Advisors
ProShare Advisors
Maryland
$502M +$69.6M 42 0.89% Increased
198
Holocene Advisors
Holocene Advisors
New York
$501M +$189M 15 1.05% Increased
199
Gabelli Funds
Gabelli Funds
New York
$494M -$2.01M 29 3.35% Reduced
200
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$489M -$9.82M 22 1.16% Reduced