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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
Silvercrest Asset Management
Silvercrest Asset Management
New York
$90.7M -$3.73M 8 0.85% Reduced
277
William Blair & Company
William Blair & Company
Illinois
$90.6M -$8.1M 15 0.62% Reduced
278
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$90.2M +$3.81M 10 0.77% Increased
279
First Manhattan
First Manhattan
New York
$89.7M -$1.09M 16 0.52% Reduced
280
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$89.7M +$4.83M 2 2.89% Increased
281
Mutual of America Capital Management
Mutual of America Capital Management
New York
$89.3M -$914K 31 1.33% Reduced
282
ZDA
Zweig-DiMenna Associates
New York
$89M +$32.3M 8 5.46% Increased
283
Regions Financial Corp
Regions Financial Corp
Alabama
$89M -$3.62M 26 1% Reduced
284
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$88.7M -$21M 8 0.78% Reduced
285
Squarepoint
Squarepoint
New York
$88.2M +$29.1M 26 1.17% Increased
286
SIM
Stelliam Investment Management
New York
$87.8M -$2.19M 2 4.04% Reduced
287
MSL
Mackay Shields LLC
New York
$87.7M -$13.7M 15 0.61% Reduced
288
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$87.6M -$55.1M 12 0.4% Reduced
289
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$86.8M -$15.9M 9 0.55% Reduced
290
JIR
James Investment Research
Ohio
$86.5M -$3.47M 12 3.31% Reduced
291
YCMGA
York Capital Management Global Advisors
New York
$86.4M +$7.34M 2 2.1% Increased
292
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$86M +$3.1M 2 2.11% Increased
293
BA
Boston Advisors
Massachusetts
$85.4M -$23.7M 8 2.14% Reduced
294
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$85.3M +$8.93M 28 0.58% Increased
295
GC
GMT Capital
Georgia
$85.3M +$830K 3 2.03% Increased
296
CC
Capital Counsel
New York
$85.3M +$3.04M 1 6.51% Increased
297
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$85.1M +$5.88M 3 1.01% Increased
298
DCM
Daruma Capital Management
New York
$84M -$26.3M 3 5.45% Reduced
299
Scout Investments
Scout Investments
Missouri
$83.9M +$2.93M 4 1.91% Increased
300
TPSF
Texas Permanent School Fund
Texas
$83.8M -$3.84M 29 1.14% Reduced