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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
VVP
Vulcan Value Partners
Alabama
$99.1M +$36.2M 1 1.41% Increased
252
Comerica Bank
Comerica Bank
Texas
$98.4M -$10.3M 32 0.87% Reduced
253
PIM
Platinum Investment Management
Australia
$98.4M -$72.1M 2 2% Reduced
254
PGGM Investments
PGGM Investments
Netherlands
$98.2M +$4.27M 2 0.47% Increased
255
WIM
Weitz Investment Management
Nebraska
$98M -$1.69M 1 2.88% Reduced
256
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$97.7M +$23.5M 1 0.59% Increased
257
Kennedy Capital Management
Kennedy Capital Management
Missouri
$97.7M -$12.2M 15 1.92% Reduced
258
John W. Bristol & Co
John W. Bristol & Co
New York
$97.4M -$4.3M 1 1.75% Reduced
259
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$96.9M -$6.66M 2 2.45% Reduced
260
SIM
Sprucegrove Investment Management
Ontario, Canada
$96.8M +$26.3M 2 1.73% Increased
261
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$96.5M -$2.74M 3 1.11% Reduced
262
Harris Associates
Harris Associates
Illinois
$96.4M -$4.91M 2 0.16% Reduced
263
TAM
Third Avenue Management
New York
$95.3M -$301K 5 2% Reduced
264
HCM
Hahn Capital Management
California
$94.6M +$7.74M 3 11.93% Increased
265
UBS O'Connor
UBS O'Connor
Illinois
$94.4M +$3.44M 7 1.63% Increased
266
Westwood Holdings Group
Westwood Holdings Group
Texas
$93.9M +$486K 5 0.74% Increased
267
BPM
Bronson Point Management
Connecticut
$93.3M -$1.49M 2 5.67% Reduced
268
TPSF
Texas Permanent School Fund
Texas
$92.4M -$18.1M 26 1.04% Reduced
269
Boston Trust Walden
Boston Trust Walden
Massachusetts
$91.9M -$13.1M 4 1.42% Reduced
270
Sterling Capital Management
Sterling Capital Management
North Carolina
$91.9M +$23M 8 1.11% Increased
271
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$91.3M +$68.7M 10 1.02% Increased
272
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$91M +$17.1M 1 1.88% Increased
273
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$90.7M +$78.6M 2 0.33% Increased
274
OAMG
Odey Asset Management Group
United Kingdom
$90.7M +$14.2M 1 3.19% Increased
275
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$90.4M -$4.66M 5 0.24% Reduced