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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
ABC
Anchor Bolt Capital
Illinois
$81.5M +$24.9M 5 2.81% Increased
277
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$81.4M +$13.2M 8 3.88% Increased
278
KBC Group
KBC Group
Belgium
$81.4M +$12.9M 26 0.81% Increased
279
Fisher Asset Management
Fisher Asset Management
Washington
$81M +$5.57M 6 0.14% Increased
280
TPSF
Texas Permanent School Fund
Texas
$80.8M -$2.44M 29 1.08% Reduced
281
CRM
Cramer Rosenthal McGlynn
Connecticut
$80.6M +$22.3M 2 1.2% Increased
282
AHL Partners
AHL Partners
United Kingdom
$80.5M +$46.9M 26 2.45% Increased
283
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$80M -$6.32M 2 1.55% Reduced
284
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$80M +$16.9M 6 4.29% Increased
285
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$79.5M +$13.3M 10 0.55% Increased
286
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$79.1M -$847K 22 0.77% Reduced
287
RIM
Rainier Investment Management
Washington
$76.9M -$50.2M 8 7.5% Reduced
288
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$76.9M +$5.19M 13 2.13% Increased
289
LCS
Levin Capital Strategies
New York
$76.8M +$55.9M 3 1.32% Increased
290
Beck Mack & Oliver
Beck Mack & Oliver
New York
$76.5M -$2.55M 3 2.75% Reduced
291
First Manhattan
First Manhattan
New York
$76.1M +$28.7M 15 0.46% Increased
292
SCM
Shapiro Capital Management
Georgia
$74.1M -$17.3M 1 1.9% Reduced
293
CII
Chapter IV Investors
North Carolina
$73.8M -$40.7M 2 27.44% Reduced
294
Williams Jones & Associates
Williams Jones & Associates
New York
$73.7M +$1.8M 5 2.11% Increased
295
HCM
Hahn Capital Management
California
$73.6M -$25M 3 7.28% Reduced
296
Westfield Capital Management
Westfield Capital Management
Massachusetts
$73.6M -$35.3M 3 0.65% Reduced
297
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$73.4M -$6.09M 8 0.69% Reduced
298
Quadrature Capital
Quadrature Capital
United Kingdom
$72.8M +$47.2M 8 2.3% Increased
299
GW&K Investment Management
GW&K Investment Management
Massachusetts
$72.7M +$5.12M 6 1.42% Increased
300
B
BloombergSen
Ontario, Canada
$72.6M +$9.36M 1 6.24% Increased