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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
201
ARK Investment Management
ARK Investment Management
Florida
$221M +$62.2M 2 0.44% Increased
202
AAM
Ardevora Asset Management
United Kingdom
$220M +$87M 4 3.27% Increased
203
Ninety One (UK)
Ninety One (UK)
United Kingdom
$217M -$12.6M 2 0.62% Reduced
204
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$217M -$41.3M 18 0.38% Reduced
205
SI
Standard Investments
New York
$217M +$89.3M 2 5.98% Increased
206
Silvercrest Asset Management
Silvercrest Asset Management
New York
$216M +$12.4M 13 1.46% Increased
207
Longview Asset Management (Illinois)
Longview Asset Management (Illinois)
Illinois
$213M $0 1 3.75% Maintained
208
River Road Asset Management
River Road Asset Management
Kentucky
$212M +$3.68M 3 2.56% Increased
209
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$211M -$30.7M 20 0.7% Reduced
210
XEA
XN Exponent Advisors
New York
$208M +$29.9M 1 11.83% Increased
211
KBC Group
KBC Group
Belgium
$208M +$10.8M 23 0.84% Increased
212
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$208M -$39.6M 26 1.18% Reduced
213
GW&K Investment Management
GW&K Investment Management
Massachusetts
$207M +$8.65M 8 1.91% Increased
214
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$207M +$66.2M 28 0.67% Increased
215
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$207M +$9.54M 32 0.58% Increased
216
Aviva
Aviva
United Kingdom
$206M +$28.3M 13 1.01% Increased
217
Westwood Holdings Group
Westwood Holdings Group
Texas
$205M -$18.9M 10 2.06% Reduced
218
William Blair & Company
William Blair & Company
Illinois
$202M +$14.4M 20 0.76% Increased
219
Congress Asset Management
Congress Asset Management
Massachusetts
$201M +$14.2M 10 1.81% Increased
220
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$198M -$7.63M 34 1.95% Reduced
221
Manning & Napier Group
Manning & Napier Group
New York
$194M -$2.57M 4 1.65% Reduced
222
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$193M +$18.2M 3 2.06% Increased
223
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$192M +$21.7M 29 0.43% Increased
224
Davenport & Co
Davenport & Co
Virginia
$191M -$23.1M 9 1.8% Reduced
225
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$191M -$51M 8 1.85% Reduced