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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
Fisher Asset Management
Fisher Asset Management
Washington
$99.3M +$1.55M 7 0.15% Increased
252
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$98.8M +$9.14M 8 0.55% Increased
253
Chilton Investment Company
Chilton Investment Company
Connecticut
$98.6M +$5.63M 3 3.8% Increased
254
YCMGA
York Capital Management Global Advisors
New York
$98M +$15.1M 2 2.05% Increased
255
SCM
SG Capital Management
Illinois
$97M +$49.3M 5 17.22% Increased
256
FA
Friess Associates
Delaware
$96.9M +$18.2M 8 8.81% Increased
257
Silvercrest Asset Management
Silvercrest Asset Management
New York
$96.7M -$22.2M 8 1.04% Reduced
258
Regions Financial Corp
Regions Financial Corp
Alabama
$96.6M -$2.46M 14 1.13% Reduced
259
SAM
Scopus Asset Management
New York
$95.6M -$5.22M 8 1.03% Reduced
260
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$95.6M +$36.1M 21 1.15% Increased
261
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$95.4M -$5M 2 0.88% Reduced
262
Marshfield Associates
Marshfield Associates
District of Columbia
$94.8M -$1.93M 1 7.08% Reduced
263
GW&K Investment Management
GW&K Investment Management
Massachusetts
$93.8M +$9.93M 7 1.62% Increased
264
CIP
Champlain Investment Partners
Vermont
$93.1M +$11.1M 1 1.14% Increased
265
ACI
AMP Capital Investors
Australia
$92.2M -$1.63M 12 0.55% Reduced
266
Tocqueville Asset Management
Tocqueville Asset Management
New York
$92M +$15.1M 11 1.1% Increased
267
PGGM Investments
PGGM Investments
Netherlands
$91.7M -$56.7M 3 0.47% Reduced
268
RHJA
Rice Hall James & Associates
California
$91.5M +$7.87M 7 3.98% Increased
269
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$91.3M -$5.93M 7 0.6% Reduced
270
HCM
Hodges Capital Management
Texas
$91.3M +$11.2M 8 5.41% Increased
271
GGHC
Gilder Gagnon Howe & Co
New York
$90.9M +$5.99M 6 1.34% Increased
272
Castleark Management
Castleark Management
Illinois
$90.1M +$27.2M 6 2.94% Increased
273
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$89.7M -$19.6M 8 0.72% Reduced
274
William Blair & Company
William Blair & Company
Illinois
$88.9M +$28.2M 13 0.67% Increased
275
CAM
ClariVest Asset Management
California
$88.8M +$23.1M 12 2.15% Increased