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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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$69.6M -$21.5M 6 0.63% Reduced
302
TAM
THB Asset Management
Connecticut
$69.2M -$3.13M 8 5.26% Reduced
303
AL
AJO LP
Pennsylvania
$68.6M -$4.27M 7 0.29% Reduced
304
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$68.5M +$2.24M 12 0.79% Increased
305
CCI
Columbus Circle Investors
$67.9M +$4.67M 2 0.48% Increased
306
John W. Bristol & Co
John W. Bristol & Co
New York
$67.8M -$5.74M 1 1.45% Reduced
307
BOI
Bank of Italy
Italy
$67.8M $0 1 5.36% Maintained
308
AC
Amici Capital
New York
$67.6M -$14M 2 2.46% Reduced
309
SM
Stratton Management
Pennsylvania
$67.4M -$1.04M 5 2.94% Reduced
310
HHC
Hutchin Hill Capital
New York
$65.7M +$47.3M 13 1.69% Increased
311
RIM
Rainier Investment Management
Washington
$65.3M -$95.5M 6 2.07% Reduced
312
ARC
Absolute Return Capital
Massachusetts
$65.2M -$24.8M 8 2.6% Reduced
313
Impax Asset Management (UK)
Impax Asset Management (UK)
United Kingdom
$65M -$1.81M 5 4.09% Reduced
314
GGHC
Gilder Gagnon Howe & Co
New York
$64.9M -$14.1M 7 0.85% Reduced
315
TimesSquare Capital Management
TimesSquare Capital Management
New York
$64.8M -$6.25M 2 0.35% Reduced
316
GL
GLG LLC
New York
$64.6M +$8.77M 14 1.37% Increased
317
KCM
Knighthead Capital Management
New York
$64.6M -$3.22M 2 5.98% Reduced
318
LHC
Lodge Hill Capital
New York
$64.5M +$53.2M 5 11.24% Increased
319
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$64.5M -$8.16M 3 0.84% Reduced
320
PP
PDT Partners
New York
$64.4M +$15.1M 21 1.69% Increased
321
RMCP
Red Mountain Capital Partners
California
$63.9M +$65.6M 1 13.69% New
322
Capital International Sarl
Capital International Sarl
California
$63.7M -$311K 3 4.72% Reduced
323
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$63.4M -$23K 8 0.32% Reduced
324
HighTower Advisors
HighTower Advisors
Illinois
$63.2M -$9.01M 17 1.01% Reduced
325
GH
GAM Holding
Switzerland
$62.8M +$2.01M 17 0.91% Increased