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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
JIR
James Investment Research
Ohio
$117M +$2.92M 10 3.62% Increased
227
Numeric Investors
Numeric Investors
Massachusetts
$117M -$226K 18 1.03% Reduced
228
Natixis Advisors
Natixis Advisors
Massachusetts
$114M +$4.62M 14 1.23% Increased
229
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$112M +$13.2M 17 2.4% Increased
230
SG Americas Securities
SG Americas Securities
New York
$112M +$11.6M 35 1.01% Increased
231
Korea Investment Corp
Korea Investment Corp
South Korea
$111M -$2.75M 5 0.52% Reduced
232
Aviva
Aviva
United Kingdom
$110M +$1.01M 11 0.61% Increased
233
VanEck Associates
VanEck Associates
New York
$110M +$25.5K 9 0.6% Increased
234
FVP
Firefly Value Partners
Pennsylvania
$109M +$3.76M 2 12.73% Increased
235
Todd Asset Management
Todd Asset Management
Kentucky
$109M -$12M 6 3.09% Reduced
236
Advisors Asset Management
Advisors Asset Management
Colorado
$108M +$742K 28 1.8% Increased
237
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$108M -$11.2M 32 0.79% Reduced
238
DCM
Daruma Capital Management
New York
$106M +$28.7M 3 6.32% Increased
239
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$105M +$5.7M 3 1.3% Increased
240
Banco Santander
Banco Santander
Spain
$105M +$22M 1 2.06% Increased
241
NCGI
Next Century Growth Investors
Minnesota
$105M -$7.07M 13 10.07% Reduced
242
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$104M +$4.91M 11 0.67% Increased
243
IP
Interval Partners
New York
$104M +$43M 6 4.55% Increased
244
HighTower Advisors
HighTower Advisors
Illinois
$103M -$3.65M 19 0.93% Reduced
245
Vontobel Asset Management
Vontobel Asset Management
New York
$103M +$5.47M 1 0.8% Increased
246
HCM
Highline Capital Management
New York
$102M +$99M 2 3.24% Increased
247
LCS
Levin Capital Strategies
New York
$102M -$8.27M 4 1.79% Reduced
248
CAM
Cortina Asset Management
Wisconsin
$101M -$2.69M 6 4.29% Reduced
249
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$101M +$8.51M 24 1.37% Increased
250
DF Dent & Co
DF Dent & Co
Maryland
$101M +$2.73M 1 2.68% Increased