Infrastructure
Builds, supplies or maintains roads, bridges, rail, ports, airports and other public works: construction materials, heavy-civil contractors, engineering firms and equipment rental.
Roads, bridges, rail, ports and other public works need constant building and repair. This theme covers construction materials, heavy-civil contractors, engineering firms and the equipment used on those projects.
Companies
50
Core
32
With a moat
58%
Average quality
45
4 wide moat · 25 narrow moat · 21 no moat · Open in screener →
Core The theme describes the company's main business. Partial A meaningful part of the business, but not the main one.
Companies
| Company | Exposure | Industry | Moat | Quality | Market cap |
|---|---|---|---|---|---|
| CRH CRH PUBLIC LTD CO | Core | Construction Materials | Wide | 61 | $55.3B |
| FER Ferrovial SE | Core | Construction & Engineering | Narrow | 43 | $47.1B |
| VMC Vulcan Materials CO | Core | Construction Materials | Wide | 68 | $33.4B |
| MLM MARTIN MARIETTA MATERIALS INC | Core | Construction Materials | Wide | 62 | $30.1B |
| AMRZ Amrize Ltd | Core | Construction Materials | Narrow | 51 | $25.3B |
| J JACOBS SOLUTIONS INC. | Core | Construction & Engineering | Narrow | 44 | $16.2B |
| CX CEMEX SAB DE CV | Core | Construction Materials | None | 36 | $14.9B |
| BSY BENTLEY SYSTEMS INC | Core | Software | Narrow | 63 | $11.1B |
| VMI VALMONT INDUSTRIES INC | Core | Construction & Engineering | Narrow | 56 | $8.7B |
| DY DYCOM INDUSTRIES INC | Core | Construction & Engineering | Narrow | 50 | $7.7B |
| ACM AECOM | Core | Construction & Engineering | Narrow | 44 | $7.5B |
| ACA Arcosa, Inc. | Core | Construction & Engineering | None | 40 | $7.2B |
| EXP EAGLE MATERIALS INC | Core | Construction Materials | Narrow | 64 | $5.2B |
| GVA GRANITE CONSTRUCTION INC | Core | Construction & Engineering | None | 35 | $4.9B |
| PSN PARSONS CORP | Core | Professional & Business Services | Narrow | 48 | $4.7B |
| ROAD Construction Partners, Inc. | Core | Construction & Engineering | Narrow | 41 | $4.7B |
| TPC TUTOR PERINI CORP | Core | Construction & Engineering | None | 28 | $4.1B |
| TTAM Titan America SA | Core | Construction Materials | None | 51 | $2.9B |
| KNF Knife River Corp | Core | Construction Materials | Narrow | 47 | $2.8B |
| CTOS Custom Truck One Source, Inc. | Core | Distributors & Equipment Rental | None | 34 | $2.1B |
| ALG ALAMO GROUP INC | Core | Machinery | Narrow | 55 | $1.8B |
| LOMA Loma Negra Compania Industrial Argentina Sociedad Anonima | Core | Construction Materials | None | 42 | $1.2B |
| CPAC CEMENTOS PACASMAYO SAA | Core | Construction Materials | None | 48 | $1.1B |
| ASTE ASTEC INDUSTRIES INC | Core | Machinery | None | 33 | $888M |
| KOP Koppers Holdings Inc. | Core | Chemicals | Narrow | 45 | $812M |
| FSTR FOSTER L B CO | Core | Machinery | None | 32 | $369M |
| ORN Orion Group Holdings Inc | Core | Construction & Engineering | None | 26 | $358M |
| GENC GENCOR INDUSTRIES INC | Core | Machinery | None | 34 | $258M |
| CDNL Cardinal Infrastructure Group Inc. | Core | Construction & Engineering | None | 39 | $243M |
| SMID SMITH MIDLAND CORP | Core | Construction Materials | Narrow | 55 | $118M |
| VATE INNOVATE Corp. | Core | Construction & Engineering | None | 20 | $81M |
| SLND Southland Holdings, Inc. | Core | Construction & Engineering | None | 10 | $43M |
| CAT CATERPILLAR INC | Partial | Machinery | Wide | 67 | $333.6B |
| PWR QUANTA SERVICES, INC. | Partial | Construction & Engineering | Narrow | 46 | $93.0B |
| MTZ MASTEC INC | Partial | Construction & Engineering | Narrow | 44 | $15.3B |
| STRL STERLING INFRASTRUCTURE, INC. | Partial | Construction & Engineering | Narrow | 56 | $13.0B |
| TTEK TETRA TECH INC | Partial | Construction & Engineering | Narrow | 51 | $8.9B |
| STN STANTEC INC | Partial | Construction & Engineering | Narrow | 60 | $8.4B |
| FSS FEDERAL SIGNAL CORP /DE/ | Partial | Machinery | Narrow | 63 | $6.9B |
| FLR FLUOR CORP | Partial | Construction & Engineering | Narrow | 30 | $6.2B |
| KMT KENNAMETAL INC | Partial | Machinery | Narrow | 51 | $2.3B |
| PLPC PREFORMED LINE PRODUCTS CO | Partial | Electrical Equipment & Power | Narrow | 54 | $1.8B |
| ROCK GIBRALTAR INDUSTRIES, INC. | Partial | Building Products | Narrow | 51 | $1.1B |
| LNN LINDSAY CORP | Partial | Machinery | Narrow | 60 | $1.1B |
| AEBI Aebi Schmidt Holding AG | Partial | Machinery | None | 29 | $940M |
| NPKI NPK International Inc. | Partial | Distributors & Equipment Rental | None | 37 | $930M |
| BWMN Bowman Consulting Group Ltd. | Partial | Construction & Engineering | None | 41 | $741M |
| IIIN INSTEEL INDUSTRIES INC | Partial | Building Products | None | 38 | $571M |
| TAYD TAYLOR DEVICES, INC. | Partial | Machinery | None | 47 | $173M |
| SHIM Shimmick Corp | Partial | Construction & Engineering | None | 5 | $98M |
50 companies.
Price versus fair value for every company is in the screener.