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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
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$105M +$2.15M 6 4.69% Increased
277
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$104M -$184M 37 0.7% Reduced
278
YCMGA
York Capital Management Global Advisors
New York
$104M -$19M 2 2.52% Reduced
279
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$103M +$4.98M 6 0.6% Increased
280
DCM
Daruma Capital Management
New York
$103M -$14.5M 3 6.43% Reduced
281
Davis Selected Advisers
Davis Selected Advisers
Arizona
$101M +$8.68M 1 0.43% Increased
282
Wasatch Advisors
Wasatch Advisors
Utah
$100M -$7.38M 3 1.33% Reduced
283
Impax Asset Management (UK)
Impax Asset Management (UK)
United Kingdom
$100M +$37.2M 2 2.76% Increased
284
First Manhattan
First Manhattan
New York
$100M +$21.8M 16 0.55% Increased
285
Laurion Capital Management
Laurion Capital Management
New York
$98.6M +$75.6M 16 0.5% Increased
286
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$98.6M +$20.4M 42 0.88% Increased
287
LCS
Levin Capital Strategies
New York
$98.6M -$15.9M 4 1.67% Reduced
288
Hood River Capital Management
Hood River Capital Management
Florida
$98.4M +$10.8M 4 5.69% Increased
289
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$97.9M -$3.76M 8 0.83% Reduced
290
TPSF
Texas Permanent School Fund
Texas
$97.9M -$3.85M 29 1.22% Reduced
291
Mutual of America Capital Management
Mutual of America Capital Management
New York
$97.5M -$485 23 1.49% Reduced
292
Artemis Investment Management
Artemis Investment Management
United Kingdom
$97.5M +$45M 5 1.62% Increased
293
Confluence Investment Management
Confluence Investment Management
Missouri
$97.4M +$2.29M 2 1.78% Increased
294
NCGI
Next Century Growth Investors
Minnesota
$97.4M -$1.33M 14 12.1% Reduced
295
Regions Financial Corp
Regions Financial Corp
Alabama
$96.8M -$2.45M 22 1.05% Reduced
296
CBT
Capital Bank & Trust
California
$96.3M +$17.9M 9 1.32% Increased
297
GW&K Investment Management
GW&K Investment Management
Massachusetts
$95.8M -$7.19M 8 1.64% Reduced
298
William Blair & Company
William Blair & Company
Illinois
$95.4M +$7.63M 14 0.65% Increased
299
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$94.5M +$10.4M 15 0.28% Increased
300
CLM
ClearBridge LLC (Maryland)
Maryland
$93.5M +$21.3M 4 1.95% Increased