← All themes

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

New
Increased
Maintained
Reduced
Closed
Funds Holding 3,685
Funds Holding Change +368
Funds Holding Growth +11%
Value $410B
Holding in Top 10 332
Top 10 Change +59
Top 10 Growth +22%
Value Growth +10%
New 529
Increased 1,513
Reduced 1,278
Closed 112
Capital Inflow $17.9B
Capital Outflow $17.2B
Net Capital Flow +$659M
Capital Flow Change +$611M
Calls $4.52B
Puts $5.31B
Net Calls -$790M
Put/Call Ratio 1.17