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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
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$67.2M -$1.4M 13 1.48% Reduced
277
BAPIM
British Airways Pensions Investment Management
United Kingdom
$66.4M -$5.91M 5 2% Reduced
278
Los Angeles Capital Management
Los Angeles Capital Management
California
$65.9M +$5.67M 11 0.56% Increased
279
SI
Standard Investments
New York
$65.9M $0 1 8.96% Maintained
280
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$65.6M +$4.24M 33 0.88% Increased
281
Wasatch Advisors
Wasatch Advisors
Utah
$65.1M +$20.8K 4 1% Increased
282
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$64.8M +$755K 5 1.96% Increased
283
Edmond de Rothschild Asset Management (France)
Edmond de Rothschild Asset Management (France)
France
$64.7M -$19.4M 5 2.89% Reduced
284
National Pension Service
National Pension Service
South Korea
$64.3M -$62.5K 5 0.57% Reduced
285
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$62.9M -$4.27M 10 1.66% Reduced
286
Williams Jones & Associates
Williams Jones & Associates
New York
$62.6M +$63.3M 4 1.93% Increased
287
RHBC
R.H. Bluestein & Co
Michigan
$62.1M +$3.78M 10 4.75% Increased
288
FA
Friess Associates
Delaware
$61.8M +$14.7M 7 6.32% Increased
289
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$61.3M +$5.65M 4 1% Increased
290
Tocqueville Asset Management
Tocqueville Asset Management
New York
$61.3M -$273K 11 0.73% Reduced
291
Fisher Asset Management
Fisher Asset Management
Washington
$61.2M +$9.73M 6 0.11% Increased
292
Janus Henderson Group
Janus Henderson Group
$60.9M -$8.91M 8 0.51% Reduced
293
ACI
AMP Capital Investors
Australia
$60.6M -$10.3M 14 0.4% Reduced
294
Chilton Investment Company
Chilton Investment Company
Connecticut
$59.9M -$43.1M 2 2.13% Reduced
295
SG Americas Securities
SG Americas Securities
New York
$59.8M -$8.39M 21 0.42% Reduced
296
Societe Generale
Societe Generale
$59.8M +$60.8M 21 0.42% New
297
RHJA
Rice Hall James & Associates
California
$59.8M +$11.6M 6 3.44% Increased
298
Perkins Investment Management
Perkins Investment Management
Illinois
$59.8M +$20.1M 2 0.9% Increased
299
AAM
ACK Asset Management
Connecticut
$59.8M -$4.3M 2 17.76% Reduced
300
BA
Boston Advisors
Massachusetts
$59.4M +$15.9M 7 1.48% Increased