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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
Empyrean Capital Partners
Empyrean Capital Partners
California
$260M -$2.91M 2 6.9% Reduced
202
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$258M -$5.18M 13 2.38% Reduced
203
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$255M -$73.2M 17 0.85% Reduced
204
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$254M +$13.3M 32 0.57% Increased
205
Rathbones Group
Rathbones Group
United Kingdom
$251M +$13.8M 7 2.44% Increased
206
B
BloombergSen
Ontario, Canada
$251M -$698K 1 11.87% Reduced
207
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$246M -$31.9M 4 7.27% Reduced
208
Davenport & Co
Davenport & Co
Virginia
$244M -$6.45M 10 1.6% Reduced
209
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$242M -$29.3M 3 2.36% Reduced
210
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$241M +$115M 10 1.48% Increased
211
Asset Management One
Asset Management One
Japan
$241M -$492K 17 0.84% Reduced
212
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$240M -$1.11M 8 1.45% Reduced
213
Westwood Holdings Group
Westwood Holdings Group
Texas
$239M +$48.4M 9 2.15% Increased
214
Robeco Schweiz
Robeco Schweiz
Switzerland
$239M -$23.9M 6 3.1% Reduced
215
Vontobel Holding
Vontobel Holding
Switzerland
$237M +$41.5M 18 1.97% Increased
216
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$236M +$14.3M 33 0.44% Increased
217
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$236M +$12.3M 32 0.32% Increased
218
CI Investments Inc
CI Investments Inc
Ontario, Canada
$235M +$31M 25 0.81% Increased
219
Westfield Capital Management
Westfield Capital Management
Massachusetts
$231M +$3.96M 2 1.38% Increased
220
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$230M -$22.2M 8 2.23% Reduced
221
Geneva Capital Management
Geneva Capital Management
Wisconsin
$227M +$34.7M 2 3.66% Increased
222
Storebrand Asset Management
Storebrand Asset Management
Norway
$226M -$4.94M 12 1.01% Reduced
223
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$224M +$4.83M 5 1.31% Increased
224
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$222M +$20M 11 0.88% Increased
225
TIAM
TT International Asset Management
United Kingdom
$219M +$32.8M 2 14.58% Increased