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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
Davis Selected Advisers
Davis Selected Advisers
Arizona
$86.4M +$1.39M 1 0.59% Increased
227
WIM
Weitz Investment Management
Nebraska
$85.6M +$14M 3 4.54% Increased
228
LPL Financial
LPL Financial
California
$85.6M +$3.03M 24 0.18% Increased
229
Davenport & Co
Davenport & Co
Virginia
$85.5M -$45.3M 7 1.23% Reduced
230
GW&K Investment Management
GW&K Investment Management
Massachusetts
$85.4M +$4.46M 7 1.5% Increased
231
Bessemer Group
Bessemer Group
New Jersey
$85.1M +$76.6M 23 0.34% Increased
232
ECP
Electron Capital Partners
New York
$84.7M +$16.8M 8 22.18% Increased
233
Westwood Holdings Group
Westwood Holdings Group
Texas
$83.2M -$6.29M 9 1.25% Reduced
234
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$82.7M +$35.6M 8 0.69% Increased
235
Aviva
Aviva
United Kingdom
$82.4M -$541K 13 0.6% Reduced
236
Comerica Bank
Comerica Bank
Texas
$82.3M -$2.17M 37 0.75% Reduced
237
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$81.9M -$27.1M 4 5.13% Reduced
238
Capital International Inc
Capital International Inc
California
$79.2M +$10.4M 4 1.33% Increased
239
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$78.8M +$17.1M 13 0.7% Increased
240
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$78.3M +$18.7M 2 1.69% Increased
241
Todd Asset Management
Todd Asset Management
Kentucky
$77.5M +$1.5M 3 2.96% Increased
242
Gotham Asset Management
Gotham Asset Management
New York
$76.8M -$6.76M 19 2.13% Reduced
243
MetLife Investment Management
MetLife Investment Management
New Jersey
$76.2M -$1.97M 44 1.04% Reduced
244
BBCM
Broad Bay Capital Management
New York
$75.9M +$27.1M 2 20.88% Increased
245
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$75.8M +$2.56M 12 0.26% Increased
246
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$75.7M -$10.9M 32 0.53% Reduced
247
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$75.5M +$4.14M 22 0.35% Increased
248
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$75M +$12.4M 14 1.52% Increased
249
GGHC
Gilder Gagnon Howe & Co
New York
$75M -$25.6M 3 0.9% Reduced
250
Westfield Capital Management
Westfield Capital Management
Massachusetts
$74.9M -$120M 1 0.66% Reduced