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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
HCM
Highfields Capital Management
Massachusetts
$96.8M +$12.9M 2 0.88% Increased
277
HighTower Advisors
HighTower Advisors
Illinois
$95.4M -$7.19M 18 0.8% Reduced
278
HCM
Hodges Capital Management
Texas
$95.4M +$15.8M 8 7.53% Increased
279
Chilton Investment Company
Chilton Investment Company
Connecticut
$94.5M -$8.21M 2 3.64% Reduced
280
GW&K Investment Management
GW&K Investment Management
Massachusetts
$94.5M +$3.16M 8 1.59% Increased
281
Jane Street
Jane Street
New York
$94.1M +$8.01M 22 0.24% Increased
282
DCM
Daruma Capital Management
New York
$94M -$3.5M 3 5.86% Reduced
283
ACI
AMP Capital Investors
Australia
$94M -$15.9M 11 0.53% Reduced
284
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$93.6M -$112M 1 0.8% Reduced
285
SIM
Stelliam Investment Management
New York
$93M +$46.5M 2 3.88% Increased
286
CAM
Cortina Asset Management
Wisconsin
$92.5M -$16.4M 7 4.54% Reduced
287
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$92.5M -$1.14M 8 0.82% Reduced
288
William Blair & Company
William Blair & Company
Illinois
$92.4M +$966K 14 0.65% Increased
289
CI Investments Inc
CI Investments Inc
Ontario, Canada
$92.3M -$140M 3 1.06% Reduced
290
Alkeon Capital Management
Alkeon Capital Management
New York
$92.2M +$22.6M 2 0.48% Increased
291
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$92.2M -$21.5M 15 0.48% Reduced
292
NCGI
Next Century Growth Investors
Minnesota
$91.1M -$112K 14 12.15% Reduced
293
NM
Nokota Management
New York
$91.1M +$46.9M 2 1.25% Increased
294
Mutual of America Capital Management
Mutual of America Capital Management
New York
$90.8M +$246K 22 1.4% Increased
295
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$89.2M -$12.8M 35 0.6% Reduced
296
TPSF
Texas Permanent School Fund
Texas
$89M -$3.68M 29 1.19% Reduced
297
Hood River Capital Management
Hood River Capital Management
Florida
$88.7M -$5.16M 4 4.98% Reduced
298
First Manhattan
First Manhattan
New York
$88.4M -$4.64M 17 0.5% Reduced
299
GC
GMT Capital
Georgia
$88.2M -$15.2M 3 2.11% Reduced
300
ProShare Advisors
ProShare Advisors
Maryland
$88.1M +$4.56M 28 0.57% Increased