← All themes

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
HEIP
Hudson Edge Investment Partners
New Jersey
$94M +$14.5M 2 3.41% Increased
252
RCM
Rutabaga Capital Management
Massachusetts
$93.9M +$26.6M 5 9.01% Increased
253
CII
Chapter IV Investors
North Carolina
$93.5M +$14.7M 2 31.91% Increased
254
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$93.4M -$7.77M 7 0.36% Reduced
255
Regions Financial Corp
Regions Financial Corp
Alabama
$93M -$10.9M 12 1.21% Reduced
256
PGGM Investments
PGGM Investments
Netherlands
$92.7M +$693K 2 0.42% Increased
257
Boston Trust Walden
Boston Trust Walden
Massachusetts
$92.2M -$5.08M 4 1.37% Reduced
258
Wasatch Advisors
Wasatch Advisors
Utah
$92M -$30.9M 4 0.95% Reduced
259
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$91.9M +$80.6M 2 1.01% Increased
260
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$91.4M -$9.58M 12 1.57% Reduced
261
Aviva
Aviva
United Kingdom
$90.8M -$17.4M 13 0.71% Reduced
262
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$90.6M +$9.08M 1 0.56% Increased
263
Sentry Investments
Sentry Investments
Ontario, Canada
$88.8M +$1.96M 3 1.11% Increased
264
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$88.7M -$635K 2 2.16% Reduced
265
Scout Investments
Scout Investments
Missouri
$88.5M +$13.5M 2 1.36% Increased
266
TPSF
Texas Permanent School Fund
Texas
$88.1M -$1.23M 26 0.97% Reduced
267
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$88M -$5.9M 5 0.64% Reduced
268
SCA
Southpoint Capital Advisors
New York
$88M +$19.4M 2 4.42% Increased
269
John W. Bristol & Co
John W. Bristol & Co
New York
$87.9M -$2.19M 1 1.6% Reduced
270
Raymond James & Associates
Raymond James & Associates
Florida
$85.7M +$5.92M 17 0.42% Increased
271
WIM
Weitz Investment Management
Nebraska
$85.4M +$1.63M 1 2.38% Increased
272
TCM
Tetrem Capital Management
Manitoba, Canada
$85.3M +$12M 2 2.41% Increased
273
Emerald Advisers
Emerald Advisers
Pennsylvania
$84.3M -$13.3M 10 4.47% Reduced
274
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$84M +$563K 9 1% Increased
275
AL
AJO LP
Pennsylvania
$83.9M -$24.7M 6 0.35% Reduced