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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
226
Raymond James & Associates
Raymond James & Associates
Florida
$89.2M +$5.47M 19 0.3% Increased
227
Regions Financial Corp
Regions Financial Corp
Alabama
$89.1M +$44.2K 10 1.18% Increased
228
RIM
Rainier Investment Management
Washington
$88.6M +$4.05M 4 3.96% Increased
229
CCMH
Cornerstone Capital Management Holdings
New York
$88.5M +$2.34M 20 0.74% Increased
230
Citigroup
Citigroup
New York
$88.2M -$6.28M 58 0.1% Reduced
231
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$87.4M +$17.6M 7 1.06% Increased
232
Chilton Investment Company
Chilton Investment Company
Connecticut
$86.5M -$10.1M 2 3.18% Reduced
233
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$86.5M +$9.19M 4 1.63% Increased
234
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$85.8M -$6.59M 2 0.51% Reduced
235
SCM
Shapiro Capital Management
Georgia
$85.4M +$434K 1 2.47% Increased
236
FTCM
Fir Tree Capital Management
New York
$84.9M -$93.5M 2 3.21% Reduced
237
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$84.7M -$126M 2 0.91% Reduced
238
MP
Makaira Partners
California
$83.8M -$19.9M 1 12.94% Reduced
239
Nuveen
Nuveen
North Carolina
$83.2M -$2.09M 21 0.44% Reduced
240
Edmond de Rothschild Asset Management (France)
Edmond de Rothschild Asset Management (France)
France
$83M -$24.5M 5 3.62% Reduced
241
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$82.7M +$70.2M 2 1.43% Increased
242
GGHC
Gilder Gagnon Howe & Co
New York
$82M +$112K 8 1.61% Increased
243
TPCM
Tide Point Capital Management
Connecticut
$82M +$47.4M 3 5.99% Increased
244
PM
Pembroke Management
Quebec, Canada
$81.6M -$5.56M 3 7.17% Reduced
245
Beck Mack & Oliver
Beck Mack & Oliver
New York
$81.1M -$2.32M 3 2.83% Reduced
246
Aperio Group
Aperio Group
California
$81M +$5.78M 36 0.69% Increased
247
CI Global Investments
CI Global Investments
California
$80.6M -$77.2M 1 2% Reduced
248
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$80.4M +$14.6M 11 0.62% Increased
249
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$80.3M -$5.24M 19 1.11% Reduced
250
Suntrust Banks
Suntrust Banks
Georgia
$79.7M -$549K 19 0.49% Reduced