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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
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$120M -$19.1M 10 0.72% Reduced
252
GGHC
Gilder Gagnon Howe & Co
New York
$119M +$26.2M 6 1.59% Increased
253
SAM
Southernsun Asset Management
Tennessee
$119M +$32.9M 2 3.02% Increased
254
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$118M +$112M 1 0.8% New
255
HP
Holowesko Partners
Bahamas
$117M +$6.7M 1 7.41% Increased
256
ACI
AMP Capital Investors
Australia
$117M +$2.4M 13 0.63% Increased
257
JIR
James Investment Research
Ohio
$117M -$9.23M 14 4% Reduced
258
Marshfield Associates
Marshfield Associates
District of Columbia
$116M -$1.73M 1 7.61% Reduced
259
Advisors Asset Management
Advisors Asset Management
Colorado
$116M -$3.12M 28 1.91% Reduced
260
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$116M -$36.3M 14 0.53% Reduced
261
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$115M -$3.26M 24 1.24% Reduced
262
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$115M -$8.1M 3 1.17% Reduced
263
MetLife Investment Management
MetLife Investment Management
New Jersey
$115M +$106M 41 1.3% New
264
Numeric Investors
Numeric Investors
Massachusetts
$114M +$44.6M 13 0.83% Increased
265
CAM
Cortina Asset Management
Wisconsin
$113M -$22.7M 7 5% Reduced
266
Gotham Asset Management
Gotham Asset Management
New York
$113M -$33.7M 16 1.64% Reduced
267
GC
GMT Capital
Georgia
$111M -$10.5M 4 2.26% Reduced
268
Silvercrest Asset Management
Silvercrest Asset Management
New York
$111M -$7.84M 8 1.03% Reduced
269
Chilton Investment Company
Chilton Investment Company
Connecticut
$109M +$2.27M 2 4.21% Increased
270
HighTower Advisors
HighTower Advisors
Illinois
$107M -$14.6M 20 0.88% Reduced
271
RHJA
Rice Hall James & Associates
California
$107M +$5.6M 8 4.21% Increased
272
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$106M +$2.6M 35 1.09% Increased
273
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$106M -$2.07M 2 0.88% Reduced
274
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$106M +$6.1M 14 0.9% Increased
275
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$105M +$41.7M 35 0.04% Increased