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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
HA
Heartland Advisors
Wisconsin
$69.6M -$34M 7 3.65% Reduced
277
SG Americas Securities
SG Americas Securities
New York
$69.6M +$13.8M 29 0.5% Increased
278
Emerald Advisers
Emerald Advisers
Pennsylvania
$69.1M +$328K 8 3.37% Increased
279
Wasatch Advisors
Wasatch Advisors
Utah
$68.6M -$2.06M 4 1.05% Reduced
280
RCM
Rutabaga Capital Management
Massachusetts
$68.1M -$17.3M 7 11.05% Reduced
281
ACI
AMP Capital Investors
Australia
$67.9M +$3.25M 14 0.45% Increased
282
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$67.9M +$15.5M 2 1.44% Increased
283
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$66.3M +$1.57M 13 1.45% Increased
284
BAPIM
British Airways Pensions Investment Management
United Kingdom
$65.5M +$4.23M 5 2.03% Increased
285
Capital International Sarl
Capital International Sarl
California
$65.4M +$625K 3 5.55% Increased
286
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$65.2M -$10.7M 22 0.72% Reduced
287
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$65.2M +$3.03M 1 0.42% Increased
288
ORIO
Old Republic International (ORI)
Illinois
$65M +$11.3M 2 3.21% Increased
289
FVP
Firefly Value Partners
Pennsylvania
$64.7M +$32.3M 3 12.07% Increased
290
Capital Guardian Trust
Capital Guardian Trust
California
$64.5M -$7.98M 13 0.5% Reduced
291
Hancock Whitney
Hancock Whitney
Mississippi
$64.3M -$341K 7 2.7% Reduced
292
Hermes Investment Management
Hermes Investment Management
United Kingdom
$63.5M +$10.1M 3 1.33% Increased
293
DCM
Dupont Capital Management
Delaware
$63.4M +$788K 13 1.44% Increased
294
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$62.9M +$55.1M 12 0.6% New
295
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$62.4M +$9.21M 8 0.39% Increased
296
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$62.1M +$1.85M 3 0.78% Increased
297
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$61.9M +$5.31M 12 0.25% Increased
298
NI
Nuance Investments
Missouri
$61.6M -$6.36M 4 6.71% Reduced
299
Boston Trust Walden
Boston Trust Walden
Massachusetts
$61.4M +$717K 4 1.07% Increased
300
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$61M +$3.35M 10 1.51% Increased