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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
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$75M -$1.13M 28 0.55% Reduced
277
ACI
AMP Capital Investors
Australia
$74.5M -$6.1M 11 0.47% Reduced
278
D1 Capital Partners
D1 Capital Partners
New York
$74.3M +$74.9M 2 1.43% New
279
GGHC
Gilder Gagnon Howe & Co
New York
$74M +$12.9M 5 1.05% Increased
280
DnB Asset Management
DnB Asset Management
Norway
$73.3M +$8.46M 7 0.95% Increased
281
HighTower Advisors
HighTower Advisors
Illinois
$73.1M -$7.17M 15 0.56% Reduced
282
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$73M -$4.82M 2 1.47% Reduced
283
Todd Asset Management
Todd Asset Management
Kentucky
$72.7M -$3.73M 4 2.33% Reduced
284
Nomura Asset Management
Nomura Asset Management
Japan
$71.7M +$3.21M 8 0.8% Increased
285
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$71.3M +$2.3M 2 2.27% Increased
286
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$71.2M +$2.46M 1 0.61% Increased
287
Regions Financial Corp
Regions Financial Corp
Alabama
$70.4M -$1.05M 26 0.88% Reduced
288
HCM
Hodges Capital Management
Texas
$68.5M -$2.24M 8 7.7% Reduced
289
NC
Nitorum Capital
New York
$68.3M +$10.2M 2 6.99% Increased
290
ALPS Advisors
ALPS Advisors
Colorado
$68.2M -$78.2K 12 0.53% Reduced
291
WIM
Weitz Investment Management
Nebraska
$67.9M +$35.9M 3 3.11% Increased
292
ICOM
Investment Counselors of Maryland
Maryland
$67.5M +$14.3M 7 3.88% Increased
293
Daiwa Securities Group
Daiwa Securities Group
Japan
$67M -$6.36M 20 0.64% Reduced
294
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$66.1M +$36.9M 6 1.59% Increased
295
TI
TT International
United Kingdom
$65.9M +$7.86M 1 8.49% Increased
296
TPSF
Texas Permanent School Fund
Texas
$65.7M -$564K 31 1.16% Reduced
297
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$65.4M +$1.4M 24 1.04% Increased
298
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$65.4M -$2.39M 5 3.29% Reduced
299
RHBC
R.H. Bluestein & Co
Michigan
$64.9M +$23.2M 11 5.07% Increased
300
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$64.6M -$17.8M 9 1.17% Reduced