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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
251
Axiom Investors
Axiom Investors
Connecticut
$81.7M +$83.8M 4 2.96% New
252
RIG
Roosevelt Investment Group
New York
$81M +$79.6M 2 3.64% New
253
GH
GAM Holding
Switzerland
$80.8M +$82.2M 14 1.77% New
254
London Company of Virginia
London Company of Virginia
Virginia
$79.9M +$84.3M 2 1.16% New
255
AG
Ashmore Group
United Kingdom
$79.5M +$84.5M 1 11.66% New
256
Sculptor Capital
Sculptor Capital
New York
$79.2M +$83.8M 3 0.25% New
257
HCMT
Highland Capital Management (Texas)
Texas
$78.4M +$77.5M 3 6.01% New
258
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$77.9M +$80M 18 0.93% New
259
QS Batterymarch Financial Management
QS Batterymarch Financial Management
New York
$77.9M +$77.3M 17 1.49% New
260
Glenmede Trust
Glenmede Trust
Pennsylvania
$77.8M +$80.1M 24 0.97% New
261
Aviva
Aviva
United Kingdom
$77.5M +$81.1M 10 0.78% New
262
PCM
Penn Capital Management
Pennsylvania
$77.2M +$79.5M 8 3.16% New
263
SA
Smithwood Advisers
California
$76.2M +$75M 2 3.09% New
264
OCG
Opus Capital Group
Ohio
$76.1M +$70.1M 2 4.66% New
265
MSA
Mason Street Advisors
Wisconsin
$75.6M +$78M 27 0.83% New
266
Capital International Inc
Capital International Inc
California
$74.7M +$78.9M 2 2.71% New
267
PAR Capital Management
PAR Capital Management
Massachusetts
$74.5M +$79.3M 2 2.09% New
268
Soros Fund Management
Soros Fund Management
New York
$74.3M +$79M 1 0.81% New
269
HAM
HHR Asset Management
New Jersey
$74.3M +$77.9M 1 3.62% New
270
IRF
IBM Retirement Fund
New York
$73.9M +$76.5M 16 0.91% New
271
Baird
Baird
Wisconsin
$73.7M +$76.8M 12 1.46% New
272
Samlyn Capital
Samlyn Capital
New York
$73.1M +$76.2M 3 2.13% New
273
Raymond James & Associates
Raymond James & Associates
Florida
$72.5M +$74.4M 14 0.68% New
274
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$71.4M +$69.9M 3 1.56% New
275
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$70.6M +$73.1M 6 0.29% New