← All themes

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
FA
Friess Associates
Delaware
$79.4M +$44.1M 9 7.47% Increased
277
DCM
Daruma Capital Management
New York
$79.2M -$35.9M 3 4.62% Reduced
278
Voloridge Investment Management
Voloridge Investment Management
Florida
$79.1M -$114M 10 1.93% Reduced
279
Janus Henderson Group
Janus Henderson Group
$78.8M -$9.14M 9 0.55% Reduced
280
Suntrust Banks
Suntrust Banks
Georgia
$78.7M -$23.2M 16 0.5% Reduced
281
Baird Financial Group
Baird Financial Group
Wisconsin
$78.6M +$4.48M 13 0.64% Increased
282
RHJA
Rice Hall James & Associates
California
$77.4M +$8.01M 6 3.77% Increased
283
ABC
Anchor Bolt Capital
Illinois
$76.5M -$14.4M 3 2.57% Reduced
284
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$75.9M +$25M 19 0.16% Increased
285
GW&K Investment Management
GW&K Investment Management
Massachusetts
$75.8M +$4.1M 6 1.43% Increased
286
Confluence Investment Management
Confluence Investment Management
Missouri
$75.3M +$5.61M 2 1.68% Increased
287
First Manhattan
First Manhattan
New York
$75.1M -$9.68M 14 0.45% Reduced
288
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$74.7M +$22.7M 6 0.81% Increased
289
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$74.3M +$83.9M 30 1.4% New
290
Beck Mack & Oliver
Beck Mack & Oliver
New York
$73.8M -$1.2M 3 2.58% Reduced
291
ICOM
Investment Counselors of Maryland
Maryland
$73.6M +$15.4M 8 3.85% Increased
292
HP
Holowesko Partners
Bahamas
$73.4M +$40.5M 1 4.39% Increased
293
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$73.4M -$1.34M 8 0.67% Reduced
294
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$73.3M -$9.99M 22 0.66% Reduced
295
PM
Pembroke Management
Quebec, Canada
$72.5M -$105K 4 7.13% Reduced
296
Perkins Investment Management
Perkins Investment Management
Illinois
$71.6M +$12.8M 3 0.89% Increased
297
BOI
Bank of Italy
Italy
$71.5M $0 1 4.38% Maintained
298
AMF Tjänstepension
AMF Tjänstepension
Sweden
$71.3M -$4.06M 3 0.81% Reduced
299
Seizert Capital Partners
Seizert Capital Partners
Michigan
$71M -$1.36M 4 2.52% Reduced
300
WBC
Westpac Banking Corp
Australia
$70.8M +$24.7M 13 0.57% Increased