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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
Fisher Asset Management
Fisher Asset Management
Washington
$72.1M -$648K 6 0.13% Reduced
277
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$72M +$6.67M 6 2.05% Increased
278
GGHC
Gilder Gagnon Howe & Co
New York
$71.9M -$16.8M 6 1.24% Reduced
279
SI
Standard Investments
New York
$71.7M $0 1 13.08% Maintained
280
Marshfield Associates
Marshfield Associates
District of Columbia
$71.6M -$7.6M 1 5.71% Reduced
281
ICOM
Investment Counselors of Maryland
Maryland
$70.9M -$23.5M 9 4.24% Reduced
282
Impax Asset Management (UK)
Impax Asset Management (UK)
United Kingdom
$70.9M +$9.95M 3 3.25% Increased
283
Williams Jones & Associates
Williams Jones & Associates
New York
$70.4M -$1.97M 4 2.06% Reduced
284
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$70.2M +$15.7M 4 4.13% Increased
285
Castleark Management
Castleark Management
Illinois
$70.1M -$10.6M 9 2.12% Reduced
286
Perkins Investment Management
Perkins Investment Management
Illinois
$69.4M +$9.3M 2 0.96% Increased
287
RHJA
Rice Hall James & Associates
California
$69.1M +$2.15M 6 3.61% Increased
288
SG Americas Securities
SG Americas Securities
New York
$69M +$1.48M 38 0.72% Increased
289
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$68.6M -$64.4M 6 0.25% Reduced
290
AP
Altarock Partners
Florida
$68.6M +$61.7M 1 10.92% New
291
CC
Capital Counsel
New York
$68M -$958K 1 6.07% Reduced
292
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$67.8M -$12.7M 9 0.17% Reduced
293
Tocqueville Asset Management
Tocqueville Asset Management
New York
$67.8M +$1.36M 11 0.81% Increased
294
BA
Boston Advisors
Massachusetts
$67.5M +$1.55M 8 1.67% Increased
295
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$67.5M -$5.29M 13 1.4% Reduced
296
Two Sigma Investments
Two Sigma Investments
New York
$66.9M -$51.5M 33 0.24% Reduced
297
Natixis Advisors
Natixis Advisors
Massachusetts
$66.7M +$8.23M 14 0.86% Increased
298
HA
Heartland Advisors
Wisconsin
$66.2M -$568K 6 3.8% Reduced
299
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$65.1M -$9.78M 12 1.97% Reduced
300
PC
Passport Capital
California
$64.7M +$62.3M 1 1.34% Increased