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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
301
SCM
Stevens Capital Management
Pennsylvania
$66.3M +$38M 10 1.96% Increased
302
Geneva Capital Management
Geneva Capital Management
Wisconsin
$65.8M -$40M 1 1.56% Reduced
303
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$65.6M +$2.8M 12 0.91% Increased
304
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$65.4M +$3.87M 1 1.55% Increased
305
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$65.4M -$6.04M 5 1.48% Reduced
306
Highbridge Capital Management
Highbridge Capital Management
New York
$64.9M -$100M 10 0.69% Reduced
307
John W. Bristol & Co
John W. Bristol & Co
New York
$64.7M -$4.76M 1 1.21% Reduced
308
PAR Capital Management
PAR Capital Management
Massachusetts
$64.5M -$21.1M 2 1.98% Reduced
309
FIM
FourPoints Investment Managers
France
$63.5M +$14.5M 2 5.53% Increased
310
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$62.4M +$915K 24 0.96% Increased
311
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$62.4M +$46.4M 15 1.34% Increased
312
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$62.4M -$14.1M 7 0.25% Reduced
313
Capital International Sarl
Capital International Sarl
California
$62.3M +$20.9M 3 3.56% Increased
314
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$62.1M -$27.3M 8 1.49% Reduced
315
HCM
Highline Capital Management
New York
$62.1M +$2.84M 1 4.18% Increased
316
SCM
Snow Capital Management
Pennsylvania
$62M -$7.6M 2 2.77% Reduced
317
ACI
AMP Capital Investors
Australia
$62M -$823K 12 0.48% Reduced
318
Samlyn Capital
Samlyn Capital
New York
$62M -$21M 3 1.73% Reduced
319
PP
PDT Partners
New York
$62M -$2.14M 22 1.68% Reduced
320
Janus Henderson Group
Janus Henderson Group
$61.8M +$3.32M 10 0.68% Increased
321
GTP
Global Thematic Partners
New York
$61.5M -$57M 1 0.95% Reduced
322
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$61.2M +$4.88M 8 1.33% Increased
323
GH
GAM Holding
Switzerland
$61.1M -$20M 16 1.14% Reduced
324
ACM
Argent Capital Management
Missouri
$61.1M -$2.01M 4 3.71% Reduced
325
FP
FPR Partners
California
$60.1M +$61.5M 1 2.34% New