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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
Scout Investments
Scout Investments
Missouri
$75.2M -$34.2M 3 0.53% Reduced
277
National Rural Electric Cooperative Association
National Rural Electric Cooperative Association
Virginia
$74.7M +$4.41M 3 1.71% Increased
278
IAM
Impala Asset Management
Florida
$74.6M -$6.31M 4 3.36% Reduced
279
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$73M -$5.61M 3 1.54% Reduced
280
DCM
Daruma Capital Management
New York
$73M -$3.97M 1 3.35% Reduced
281
Arizona State Retirement System
Arizona State Retirement System
Arizona
$72.8M +$902K 26 0.93% Increased
282
AC
Ascend Capital
California
$72.3M +$13.3M 3 2.69% Increased
283
Robeco Schweiz
Robeco Schweiz
Switzerland
$71.8M +$16.9M 7 6.02% Increased
284
CCM
Cadence Capital Management
Massachusetts
$70.9M +$13.6M 11 2.4% Increased
285
Todd Asset Management
Todd Asset Management
Kentucky
$70.7M +$67.9M 3 2.16% New
286
LI
LMCG Investments
Massachusetts
$70.4M +$1.01M 5 1.7% Increased
287
CCMH
Cornerstone Capital Management Holdings
New York
$70.3M -$45.6K 17 0.84% Reduced
288
WIM
Weitz Investment Management
Nebraska
$70.1M +$5.47M 1 2.64% Increased
289
TP
Theleme Partners
United Kingdom
$69.8M +$42.9M 1 4.71% Increased
290
LCG
Luxor Capital Group
New York
$69.6M -$96.2M 1 0.98% Reduced
291
MPMG
Minneapolis Portfolio Management Group
Minnesota
$69.3M -$1.4M 2 8.66% Reduced
292
JCP
Jabre Capital Partners
Switzerland
$69.1M +$66.6M 1 7.74% Increased
293
RIG
Roosevelt Investment Group
New York
$68.6M -$4.59M 2 3.05% Reduced
294
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$68.5M +$17.1M 6 0.19% Increased
295
OAMA
Oslo Asset Management AS
Norway
$68.4M -$9.97M 1 23.69% Reduced
296
City National Bank
City National Bank
Delaware
$67.5M +$24.6M 7 1.19% Increased
297
IRF
IBM Retirement Fund
New York
$67.4M -$9.55M 16 0.92% Reduced
298
TI
Turner Investments
Pennsylvania
$67.4M -$19.8M 14 1.11% Reduced
299
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$67.3M -$2.59M 3 3.44% Reduced
300
DL
Delta Lloyd
Netherlands
$67.3M -$3.85M 9 2.58% Reduced