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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
Hancock Whitney
Hancock Whitney
Mississippi
$79.1M +$7.05M 9 3.3% Increased
252
PM
Pembroke Management
Quebec, Canada
$78.7M +$7.16M 4 7.19% Increased
253
New Mountain Vantage Advisers
New Mountain Vantage Advisers
New York
$77.2M -$18.5M 2 4.04% Reduced
254
Great Lakes Advisors
Great Lakes Advisors
Illinois
$77M +$2.73M 9 2.1% Increased
255
Seizert Capital Partners
Seizert Capital Partners
Michigan
$76.8M -$37.1M 3 2.91% Reduced
256
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$76.5M +$1.63M 9 0.66% Increased
257
Citigroup
Citigroup
New York
$76.4M -$13.9M 53 0.08% Reduced
258
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$76.3M +$15.1M 12 0.3% Increased
259
FVP
Firefly Value Partners
Pennsylvania
$75.6M +$2.52M 2 11.65% Increased
260
Marshfield Associates
Marshfield Associates
District of Columbia
$75.5M +$1.09M 1 5.4% Increased
261
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$75.3M -$28.6M 12 0.19% Reduced
262
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$75.1M +$1.63M 10 0.66% Increased
263
Emerald Advisers
Emerald Advisers
Pennsylvania
$74.8M -$999K 8 3.61% Reduced
264
Castleark Management
Castleark Management
Illinois
$74.5M +$49.6M 11 2.38% Increased
265
Todd Asset Management
Todd Asset Management
Kentucky
$72.8M -$17.5M 5 2.32% Reduced
266
Beck Mack & Oliver
Beck Mack & Oliver
New York
$72.4M -$1.36M 4 2.55% Reduced
267
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$72.3M -$8.53M 10 0.43% Reduced
268
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$70.7M -$20M 10 2.27% Reduced
269
TPSF
Texas Permanent School Fund
Texas
$70.6M -$4.12M 28 0.94% Reduced
270
ORIO
Old Republic International (ORI)
Illinois
$70M +$4.06M 2 3.13% Increased
271
RCM
Rutabaga Capital Management
Massachusetts
$69.4M +$1.4M 7 12.95% Increased
272
PAR Capital Management
PAR Capital Management
Massachusetts
$69.3M -$41.7M 2 1.15% Reduced
273
VVP
Vulcan Value Partners
Alabama
$69.1M -$564K 1 0.68% Reduced
274
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$67.6M +$2.15M 22 0.74% Increased
275
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$67.4M -$7.98M 2 1.4% Reduced