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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
CC
Capital Counsel
New York
$59.4M -$6.22M 1 5.47% Reduced
302
SEI Investments
SEI Investments
Pennsylvania
$58.9M +$6.68M 35 0.35% Increased
303
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$58.8M -$15.4M 9 0.43% Reduced
304
CI Global Investments
CI Global Investments
California
$58.8M -$16.1M 1 1.43% Reduced
305
Capital International Inc
Capital International Inc
California
$58.8M -$10.1M 2 7.08% Reduced
306
NI
Nuance Investments
Missouri
$58.7M -$3.75M 3 6.07% Reduced
307
Hermes Investment Management
Hermes Investment Management
United Kingdom
$58.6M -$12.8M 3 1.18% Reduced
308
LCM
Legato Capital Management
California
$58M +$1.89M 1 100% Increased
309
WC
Walthausen & Co
New York
$57.8M -$4.3M 7 6.01% Reduced
310
BA
Broadview Advisors
Wisconsin
$57.5M +$2.36M 3 8.6% Increased
311
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$57.2M +$2.39M 14 0.9% Increased
312
SAM
Scopus Asset Management
New York
$57.1M -$22.4M 6 0.76% Reduced
313
CLM
ClearBridge LLC (Maryland)
Maryland
$57.1M -$7.84K 1 1.14% Reduced
314
Capital Guardian Trust
Capital Guardian Trust
California
$57M -$2.83M 11 0.44% Reduced
315
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$57M +$4.93M 7 3.2% Increased
316
Confluence Investment Management
Confluence Investment Management
Missouri
$56.5M -$10.5M 2 1.55% Reduced
317
DCM
Dupont Capital Management
Delaware
$56.1M -$6.06M 15 1.25% Reduced
318
SIM
Stelliam Investment Management
New York
$56M -$4.9M 1 1.94% Reduced
319
HA
Heartland Advisors
Wisconsin
$55.5M -$11.3M 6 3.12% Reduced
320
STB
S&T Bank
Pennsylvania
$55.5M -$1.43M 3 9.08% Reduced
321
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$55.3M -$351K 3 3.9% Reduced
322
B
BloombergSen
Ontario, Canada
$55.2M +$20.8M 1 5.82% Increased
323
PCM
Penn Capital Management
Pennsylvania
$55.1M +$4.13M 5 3.14% Increased
324
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$55.1M +$34.1M 7 0.37% Increased
325
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$54.7M +$658K 17 0.43% Increased