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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
River Road Asset Management
River Road Asset Management
Kentucky
$199M +$12.2M 4 2.8% Increased
202
Royal London Asset Management
Royal London Asset Management
United Kingdom
$199M +$37.1M 9 0.92% Increased
203
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$199M -$3.18M 23 1.29% Reduced
204
JSP
Jackson Square Partners
California
$198M +$23.2M 1 4.62% Increased
205
INTECH Investment Management
INTECH Investment Management
Florida
$197M +$237M 8 1.14% New
206
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$197M +$78.6M 13 1.87% Increased
207
VanEck Associates
VanEck Associates
New York
$195M +$37M 14 0.52% Increased
208
Asset Management One
Asset Management One
Japan
$192M -$1.58M 17 0.9% Reduced
209
Storebrand Asset Management
Storebrand Asset Management
Norway
$188M +$5.45M 11 1.07% Increased
210
D.E. Shaw & Co
D.E. Shaw & Co
New York
$186M -$72.6M 48 0.22% Reduced
211
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$186M -$7.59M 32 0.86% Reduced
212
Two Sigma Advisers
Two Sigma Advisers
New York
$184M +$26M 43 0.52% Increased
213
AMF Tjänstepension
AMF Tjänstepension
Sweden
$180M -$67M 4 1.76% Reduced
214
B
BloombergSen
Ontario, Canada
$180M -$4.64M 1 11.08% Reduced
215
Davenport & Co
Davenport & Co
Virginia
$179M +$442K 10 1.46% Increased
216
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$178M -$57.8M 29 0.39% Reduced
217
Man Group
Man Group
United Kingdom
$176M -$227M 0 – Closed
218
Nomura Asset Management
Nomura Asset Management
Japan
$175M +$7.4M 26 1.09% Increased
219
Chevy Chase Trust
Chevy Chase Trust
Maryland
$174M -$724K 9 0.72% Reduced
220
LSV Asset Management
LSV Asset Management
Illinois
$173M -$21.1M 11 0.37% Reduced
221
XN LP
XN LP
New York
$172M -$17M 1 16.81% Reduced
222
Fred Alger Management
Fred Alger Management
New York
$172M -$146M 6 0.8% Reduced
223
TimesSquare Capital Management
TimesSquare Capital Management
New York
$172M -$8.35M 3 2.39% Reduced
224
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$170M -$21.9M 4 7.11% Reduced
225
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$170M -$71.4M 25 0.63% Reduced