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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
3CP
3G Capital Partners
New York
$85.5M +$55.7M 1 11.3% Increased
277
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$85.4M -$3.81M 23 0.36% Reduced
278
Wedge Capital Management
Wedge Capital Management
North Carolina
$85.1M -$7.8M 10 0.99% Reduced
279
Squarepoint
Squarepoint
New York
$84.5M +$28.6M 38 0.75% Increased
280
SAM
Southernsun Asset Management
Tennessee
$84.2M +$3.33M 1 6.99% Increased
281
Artisan Partners
Artisan Partners
Wisconsin
$84M -$231M 1 0.16% Reduced
282
Marshall Wace
Marshall Wace
United Kingdom
$83.1M +$19.2M 18 0.65% Increased
283
PPC
Park Presidio Capital
California
$82.6M +$2.84M 1 9.72% Increased
284
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$82M -$494K 10 2.74% Reduced
285
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$82M -$4.6M 5 3.48% Reduced
286
RP
RR Partners
New York
$81.3M $0 1 9.07% Maintained
287
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$81M +$19.7M 4 0.75% Increased
288
GC
GMT Capital
Georgia
$81M -$18M 2 2.99% Reduced
289
FP
Foundry Partners
Minnesota
$80.2M +$5.23M 14 3.31% Increased
290
HCM
Hodges Capital Management
Texas
$80.1M +$4.1M 7 9.23% Increased
291
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$80M +$1.1M 5 0.81% Increased
292
LPC
Long Pond Capital
New York
$79.7M +$25M 1 2.08% Increased
293
RHJA
Rice Hall James & Associates
California
$79.7M -$8.71M 9 2.85% Reduced
294
William Blair & Company
William Blair & Company
Illinois
$79.5M +$7.37M 14 0.46% Increased
295
Gotham Asset Management
Gotham Asset Management
New York
$79.5M +$17.4M 17 1.4% Increased
296
CAM
Cacti Asset Management
Georgia
$79.4M -$77K 2 6.16% Reduced
297
Calamos Advisors
Calamos Advisors
Illinois
$79.3M -$11.5M 8 0.43% Reduced
298
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$78.3M -$42.6M 13 0.71% Reduced
299
Royal London Asset Management
Royal London Asset Management
United Kingdom
$78.3M -$1.24M 8 0.59% Reduced
300
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$78.1M +$16.8M 16 1.53% Increased