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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
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$382M +$707K 3 3.94% Increased
202
Geneva Capital Management
Geneva Capital Management
Wisconsin
$381M +$10.9M 4 6.69% Increased
203
AustralianSuper
AustralianSuper
Australia
$379M +$56.9M 3 2.22% Increased
204
Rathbones Group
Rathbones Group
United Kingdom
$379M +$10.5M 9 2.18% Increased
205
Danske Bank
Danske Bank
Denmark
$377M +$336M 21 1.18% New
206
Cerity Partners
Cerity Partners
New York
$368M -$19.7M 32 0.97% Reduced
207
Squarepoint
Squarepoint
New York
$368M +$47.4M 45 0.63% Increased
208
Robeco Schweiz
Robeco Schweiz
Switzerland
$366M -$18.9M 8 6.39% Reduced
209
Vontobel Asset Management
Vontobel Asset Management
New York
$366M -$34.7M 1 2.02% Reduced
210
ProShare Advisors
ProShare Advisors
Maryland
$362M -$34.9M 40 0.96% Reduced
211
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$361M +$120M 8 0.87% Increased
212
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$357M +$1.52M 42 0.53% Increased
213
BAMCO Inc
BAMCO Inc
New York
$348M -$3.56M 3 0.93% Reduced
214
AIG
American International Group
New York
$347M -$6.37M 56 1.24% Reduced
215
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$347M -$4.97M 7 1.01% Reduced
216
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$344M +$25.2M 30 1.48% Increased
217
Harding Loevner
Harding Loevner
New Jersey
$343M -$27.2M 1 2.12% Reduced
218
Ninety One (UK)
Ninety One (UK)
United Kingdom
$340M -$10.6M 3 0.96% Reduced
219
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$329M +$84.6M 7 3.14% Increased
220
Davenport & Co
Davenport & Co
Virginia
$326M -$33.3M 17 2% Reduced
221
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$325M -$11M 36 1.4% Reduced
222
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$321M -$11.1M 21 0.5% Reduced
223
Gates Capital Management
Gates Capital Management
New York
$320M -$14.5M 3 6.68% Reduced
224
DF Dent & Co
DF Dent & Co
Maryland
$320M -$13M 6 3.91% Reduced
225
National Bank of Canada
National Bank of Canada
Quebec, Canada
$315M -$117M 35 0.48% Reduced