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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
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$231M -$11.1M 13 0.41% Reduced
202
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$230M +$71.2M 7 1.47% Increased
203
Empyrean Capital Partners
Empyrean Capital Partners
California
$229M +$21.7M 2 5.09% Increased
204
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$227M +$23.4M 28 1.19% Increased
205
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$225M +$11.7M 31 0.56% Increased
206
HighTower Advisors
HighTower Advisors
Illinois
$224M +$17M 29 0.6% Increased
207
Asset Management One
Asset Management One
Japan
$224M -$4.48M 17 0.86% Reduced
208
Natixis
Natixis
France
$221M -$7.41M 23 0.76% Reduced
209
TimesSquare Capital Management
TimesSquare Capital Management
New York
$216M +$64.3M 3 1.89% Increased
210
B
BloombergSen
Ontario, Canada
$216M +$2.71M 1 11.08% Increased
211
Robeco Schweiz
Robeco Schweiz
Switzerland
$216M +$50.6M 7 2.52% Increased
212
Brandes Investment Partners
Brandes Investment Partners
California
$214M -$18.7M 4 4.65% Reduced
213
Storebrand Asset Management
Storebrand Asset Management
Norway
$212M -$19.5M 12 1.04% Reduced
214
Davenport & Co
Davenport & Co
Virginia
$208M +$6.3M 10 1.47% Increased
215
Panagora Asset Management
Panagora Asset Management
Massachusetts
$206M +$7.82M 27 1.1% Increased
216
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$206M -$14.5M 14 0.32% Reduced
217
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$206M -$770K 33 1.92% Reduced
218
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$206M -$9.75M 32 0.42% Reduced
219
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$204M +$3.95M 5 1.26% Increased
220
Jane Street
Jane Street
New York
$204M -$33M 43 0.07% Reduced
221
SCA
Southpoint Capital Advisors
New York
$204M +$109M 2 4.35% Increased
222
AMF Tjänstepension
AMF Tjänstepension
Sweden
$202M -$26.1M 4 1.47% Reduced
223
CI Investments Inc
CI Investments Inc
Ontario, Canada
$201M -$2.52M 21 0.75% Reduced
224
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$201M -$17M 32 1.08% Reduced
225
Silvercrest Asset Management
Silvercrest Asset Management
New York
$200M -$5.77M 13 1.35% Reduced