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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
CC
Carlson Capital
Texas
$94.8M +$73.6M 2 1.06% Increased
252
Apex Capital Management
Apex Capital Management
Ohio
$93.9M -$92.4M 6 2.21% Reduced
253
Todd Asset Management
Todd Asset Management
Kentucky
$91.7M +$362K 4 2.56% Increased
254
AAM
Amerigo Asset Management
Cayman Islands
$91.3M +$93.7M 1 8.35% New
255
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$90.4M -$14M 12 0.82% Reduced
256
SAM
Scopus Asset Management
New York
$90.2M +$7.51M 5 1.8% Increased
257
Appaloosa Management
Appaloosa Management
Florida
$89.5M +$45M 2 1.57% Increased
258
Raymond James & Associates
Raymond James & Associates
Florida
$88.6M +$9.73M 17 0.39% Increased
259
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$88.4M -$36.2M 5 0.75% Reduced
260
HEIP
Hudson Edge Investment Partners
New Jersey
$87.7M -$2.77M 2 3.61% Reduced
261
ARC
Absolute Return Capital
Massachusetts
$87.6M -$12.4M 7 2.31% Reduced
262
Capital International Inc
Capital International Inc
California
$86.9M +$25.3M 3 6.54% Increased
263
LI
LMCG Investments
Massachusetts
$86.8M +$12.5M 8 1.82% Increased
264
AR
Advisory Research
Illinois
$86.7M -$37.9M 3 0.95% Reduced
265
TPSF
Texas Permanent School Fund
Texas
$85.4M -$2.08M 26 0.94% Reduced
266
Sentry Investments
Sentry Investments
Ontario, Canada
$84.9M -$2.72M 3 1.07% Reduced
267
GGHC
Gilder Gagnon Howe & Co
New York
$84M -$77.5M 8 1.17% Reduced
268
Wasatch Advisors
Wasatch Advisors
Utah
$81.9M +$84K 4 0.85% Increased
269
ING Group
ING Group
Netherlands
$81.8M +$6.41M 11 0.41% Increased
270
AC
Amici Capital
New York
$81.3M -$14.9M 1 2.92% Reduced
271
RCM
Rutabaga Capital Management
Massachusetts
$81.1M +$1.07M 4 8% Increased
272
Emerald Advisers
Emerald Advisers
Pennsylvania
$81M -$8.21M 9 4.07% Reduced
273
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$80.3M -$5.85M 10 0.87% Reduced
274
Regions Financial Corp
Regions Financial Corp
Alabama
$80.3M -$26.9M 10 1.03% Reduced
275
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$79.9M -$15.6M 4 0.84% Reduced