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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
DCM
Dupont Capital Management
Delaware
$63.6M -$1.82M 12 1.42% Reduced
302
NI
Nuance Investments
Missouri
$63.5M +$1.06M 2 6.23% Increased
303
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$63M +$4.4M 6 1.15% Increased
304
DF Dent & Co
DF Dent & Co
Maryland
$62.1M +$23.9M 1 1.72% Increased
305
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$61.6M -$9.25M 9 0.43% Reduced
306
RCM
Rutabaga Capital Management
Massachusetts
$61.5M -$5.36M 6 11.63% Reduced
307
GW&K Investment Management
GW&K Investment Management
Massachusetts
$61.5M +$3.82M 3 1.16% Increased
308
MWP
MYCIO Wealth Partners
Pennsylvania
$61M +$6.65K 8 10.06% Increased
309
CCI
Columbus Circle Investors
$60.7M -$54M 4 0.66% Reduced
310
WC
Walthausen & Co
New York
$60.6M +$3.15M 6 6.09% Increased
311
Axiom Investors
Axiom Investors
Connecticut
$60.1M -$7.2M 6 1.68% Reduced
312
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$60M +$74.4K 8 3.06% Increased
313
Edmond de Rothschild Asset Management (France)
Edmond de Rothschild Asset Management (France)
France
$59.8M -$8.72M 5 2.6% Reduced
314
Scout Investments
Scout Investments
Missouri
$59.7M -$23M 5 1.67% Reduced
315
GC
Greenlight Capital
New York
$59.6M -$70.9M 1 1.14% Reduced
316
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$59M -$4.32M 10 1.51% Reduced
317
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$58.8M -$217K 18 0.46% Reduced
318
Confluence Investment Management
Confluence Investment Management
Missouri
$58.4M +$6.02M 2 1.52% Increased
319
MIHAS
Maj Invest Holding A/S
Denmark
$57.6M +$31.6M 1 6.04% Increased
320
KBC Group
KBC Group
Belgium
$57.5M +$2.5M 23 0.68% Increased
321
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$57M -$27.6M 1 0.36% Reduced
322
TPCM
Tide Point Capital Management
Connecticut
$56.8M +$33.9M 2 3.11% Increased
323
HCM
Hoplite Capital Management
New York
$56.7M +$519K 1 2.6% Increased
324
GA
Greenhaven Associates
New York
$56.5M +$12M 2 1.08% Increased
325
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$56.5M +$821K 3 3.9% Increased