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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
Boston Trust Walden
Boston Trust Walden
Massachusetts
$65.5M -$3.09M 4 1.09% Reduced
277
Marshfield Associates
Marshfield Associates
District of Columbia
$65.2M +$24.9M 1 5.03% Increased
278
Suntrust Banks
Suntrust Banks
Georgia
$64.8M +$2.45M 21 0.44% Increased
279
RCM
Rutabaga Capital Management
Massachusetts
$64.2M -$6.47M 4 7.9% Reduced
280
Bessemer Group
Bessemer Group
New Jersey
$64.1M -$90.5M 15 0.37% Reduced
281
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$63.4M -$9.45M 12 0.65% Reduced
282
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$63.3M -$233K 9 0.56% Reduced
283
Aperio Group
Aperio Group
California
$63.3M +$266K 32 0.64% Increased
284
EA
Euclid Advisors
Connecticut
$63.2M +$4.17M 3 2.86% Increased
285
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$63.1M +$12.2M 2 1.36% Increased
286
Marshall Wace
Marshall Wace
United Kingdom
$62.6M +$30.7M 12 0.77% Increased
287
Wasatch Advisors
Wasatch Advisors
Utah
$62.5M -$5.35M 4 0.84% Reduced
288
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$62.2M -$21.4M 2 1.24% Reduced
289
CCI
Columbus Circle Investors
$60.7M -$18.1M 2 0.5% Reduced
290
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$60.5M -$11M 5 0.49% Reduced
291
SG Americas Securities
SG Americas Securities
New York
$60.2M +$135M 16 0.36% Increased
292
Emerald Advisers
Emerald Advisers
Pennsylvania
$59.9M +$2.45M 10 3.13% Increased
293
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$59.8M +$57.4M 15 0.28% Increased
294
AL
AJO LP
Pennsylvania
$59.5M -$3.85M 7 0.27% Reduced
295
KAM
Keeley Asset Management
Illinois
$58.9M -$8.22M 11 1.67% Reduced
296
ICOM
Investment Counselors of Maryland
Maryland
$58.4M +$5.6M 8 3.41% Increased
297
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$58.3M +$3.97M 11 1.09% Increased
298
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$57.7M +$59.2M 4 1.1% Increased
299
LM
Luminus Management
Texas
$57.3M +$25.1M 6 1.77% Increased
300
GL
GLG LLC
New York
$56.4M -$5.16M 12 1.41% Reduced