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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
276
IAM
Impala Asset Management
Florida
$70.3M +$72.7M 3 3.94% New
277
DL
Delta Lloyd
Netherlands
$69.8M +$72.1M 8 2.69% New
278
Longview Asset Management (Illinois)
Longview Asset Management (Illinois)
Illinois
$69.4M +$69.4M 1 2.22% New
279
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$69.4M +$69.6M 21 1.23% New
280
Orbis Holdings
Orbis Holdings
Bermuda
$69.4M +$73.7M 1 0.55% New
281
Irish Life Investment Managers
Irish Life Investment Managers
Ireland
$69M +$71.2M 31 0.87% New
282
OAMA
Oslo Asset Management AS
Norway
$68.7M +$64.8M 1 22.89% New
283
John W. Bristol & Co
John W. Bristol & Co
New York
$68.7M +$70.8M 1 1.25% New
284
Aristotle Capital Management
Aristotle Capital Management
California
$68.3M +$72.6M 3 1.87% New
285
PIA
Piedmont Investment Advisors
North Carolina
$68.2M +$72.1M 7 3.06% New
286
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$68.2M +$68.9M 26 0.64% New
287
TAA
Turiya Advisors Asia
Hong Kong
$68M +$69.7M 1 7.83% New
288
Arizona State Retirement System
Arizona State Retirement System
Arizona
$67.1M +$69.2M 25 0.91% New
289
Castleark Management
Castleark Management
Illinois
$66.5M +$65.3M 7 2.21% New
290
CCMH
Cornerstone Capital Management Holdings
New York
$66.1M +$67.6M 17 0.82% New
291
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$65.9M +$67.2M 2 4.95% New
292
RI
Relational Investors
California
$65.8M +$77.2M 1 1.17% New
293
DCM
Daruma Capital Management
New York
$65.6M +$64.7M 1 3.2% New
294
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$65.3M +$67.9M 3 3.5% New
295
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$65.3M +$66.4M 5 1.66% New
296
WIM
Weitz Investment Management
Nebraska
$64.8M +$68.4M 1 2.62% New
297
GC
GW Capital
Washington
$64.2M +$64M 3 3.26% New
298
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$63.9M +$64.4M 8 0.74% New
299
LI
LMCG Investments
Massachusetts
$63.7M +$68.1M 6 1.67% New
300
Caxton Associates (New York)
Caxton Associates (New York)
New York
$62.9M +$66.8M 4 3.17% New