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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
Capital International Inc
Capital International Inc
California
$90.9M +$4.2M 2 6.51% Increased
252
ABC
Anchor Bolt Capital
Illinois
$90.7M -$8.44M 2 3.25% Reduced
253
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$90.7M -$15.1M 14 0.48% Reduced
254
Appaloosa Management
Appaloosa Management
Florida
$89.8M +$8.14M 2 2.22% Increased
255
Aviva
Aviva
United Kingdom
$89M -$14.2M 13 0.63% Reduced
256
Baird Financial Group
Baird Financial Group
Wisconsin
$88.9M +$94.2M 12 0.88% New
257
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$88.6M -$40.7M 3 4.19% Reduced
258
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$88.5M -$5.67M 2 1.72% Reduced
259
RCM
Rutabaga Capital Management
Massachusetts
$87.4M +$2.55M 4 8.78% Increased
260
Winton Group
Winton Group
United Kingdom
$87.4M -$72.1M 2 0.8% Reduced
261
VVP
Vulcan Value Partners
Alabama
$87M +$15.8M 1 0.82% Increased
262
LCS
Levin Capital Strategies
New York
$86.8M -$14.1M 7 1.28% Reduced
263
H
Hexavest
Quebec, Canada
$86.7M -$5.08M 7 1.44% Reduced
264
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$86.3M -$7.27M 12 0.82% Reduced
265
Wasatch Advisors
Wasatch Advisors
Utah
$86.1M -$7.61M 5 0.94% Reduced
266
UBS O'Connor
UBS O'Connor
Illinois
$86M +$37.1M 10 0.71% Increased
267
Boston Trust Walden
Boston Trust Walden
Massachusetts
$85.4M -$16.1M 4 1.3% Reduced
268
NCGI
Next Century Growth Investors
Minnesota
$85.2M -$41.3M 4 2.93% Reduced
269
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$84.1M +$24.4M 38 0.63% Increased
270
SG Americas Securities
SG Americas Securities
New York
$83.9M -$64.2M 22 0.55% Reduced
271
Acadian Asset Management
Acadian Asset Management
Massachusetts
$83.6M +$28M 24 0.41% Increased
272
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$82.8M +$1.24M 10 0.89% Increased
273
TPSF
Texas Permanent School Fund
Texas
$82.7M -$4.04M 26 0.95% Reduced
274
AH
Achievement Holdings
Illinois
$81.1M +$45.3M 5 3.64% Increased
275
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$80.8M +$1.77M 9 0.67% Increased