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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
SAM
Southernsun Asset Management
Tennessee
$111M -$6.96M 2 3.13% Reduced
252
CBT
Capital Bank & Trust
California
$110M +$15.2M 8 1.49% Increased
253
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$110M -$4.33M 3 1.09% Reduced
254
MSL
Mackay Shields LLC
New York
$109M +$114M 17 0.68% New
255
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$109M -$5.94M 11 0.68% Reduced
256
VanEck Associates
VanEck Associates
New York
$109M -$9.51M 10 0.54% Reduced
257
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$107M +$10M 14 0.9% Increased
258
MetLife Investment Management
MetLife Investment Management
New Jersey
$106M -$1.78M 40 1.25% Reduced
259
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$106M -$11.1M 24 1.43% Reduced
260
GGHC
Gilder Gagnon Howe & Co
New York
$105M -$7.47M 6 1.31% Reduced
261
IP
Interval Partners
New York
$105M -$4.8M 7 4.75% Reduced
262
FA
Friess Associates
Delaware
$104M +$18.4M 8 8.48% Increased
263
1832 Asset Management
1832 Asset Management
Ontario, Canada
$103M -$35M 7 0.38% Reduced
264
GA
Greenhaven Associates
New York
$102M +$47.3M 2 1.6% Increased
265
Wasatch Advisors
Wasatch Advisors
Utah
$101M +$186K 3 1.31% Increased
266
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$101M +$36.3M 19 0.69% Increased
267
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$101M -$297K 35 1.05% Reduced
268
Artemis Investment Management
Artemis Investment Management
United Kingdom
$99.7M +$5.56M 4 1.54% Increased
269
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$99.3M -$2.28M 6 4.6% Reduced
270
CLM
ClearBridge LLC (Maryland)
Maryland
$99.3M +$3.09M 4 2.21% Increased
271
CIBC World Market
CIBC World Market
Ontario, Canada
$98.9M +$48.1M 18 0.41% Increased
272
JIR
James Investment Research
Ohio
$98.3M -$16.8M 12 3.69% Reduced
273
Silvercrest Asset Management
Silvercrest Asset Management
New York
$98.3M -$5.55M 8 0.96% Reduced
274
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$97.9M -$3.07M 2 0.82% Reduced
275
Confluence Investment Management
Confluence Investment Management
Missouri
$97.4M +$6.52M 3 1.8% Increased