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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
Scout Investments
Scout Investments
Missouri
$72.5M -$315K 5 2.02% Reduced
302
AMF Tjänstepension
AMF Tjänstepension
Sweden
$72M +$13.5M 3 0.84% Increased
303
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$71.4M +$22.1M 41 0.74% Increased
304
Baird Financial Group
Baird Financial Group
Wisconsin
$71.1M +$22.2M 13 0.62% Increased
305
Confluence Investment Management
Confluence Investment Management
Missouri
$70.8M -$1.28M 2 1.72% Reduced
306
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$70.2M -$28.7M 23 1.66% Reduced
307
SIM
Sprucegrove Investment Management
Ontario, Canada
$69.4M -$29.8M 4 3.4% Reduced
308
RHJA
Rice Hall James & Associates
California
$69.2M -$10.8M 6 3.49% Reduced
309
Seizert Capital Partners
Seizert Capital Partners
Michigan
$68.6M -$36.6M 3 2.44% Reduced
310
Tocqueville Asset Management
Tocqueville Asset Management
New York
$68.4M -$3.49M 11 0.87% Reduced
311
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$68M -$8.58M 5 2.02% Reduced
312
CC
Capital Counsel
New York
$68M -$1.12M 1 7.03% Reduced
313
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$67.8M -$598K 3 4.58% Reduced
314
SI
Standard Investments
New York
$67.7M $0 1 12.38% Maintained
315
Natixis
Natixis
France
$67.1M +$61.5M 12 0.69% Increased
316
Impax Asset Management (UK)
Impax Asset Management (UK)
United Kingdom
$66.3M -$1.03M 3 2.92% Reduced
317
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$66.3M -$3.71M 10 1.66% Reduced
318
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$66.2M +$29.6K 18 1.28% Increased
319
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$65.5M +$5.25M 14 0.63% Increased
320
CEP
Chicago Equity Partners
Illinois
$65M -$2.93M 14 1.73% Reduced
321
BOI
Bank of Italy
Italy
$64.5M $0 1 4.23% Maintained
322
Calamos Advisors
Calamos Advisors
Illinois
$64M +$17.4M 8 0.51% Increased
323
DF Dent & Co
DF Dent & Co
Maryland
$63.6M +$539K 1 1.79% Increased
324
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$63.1M -$3.1M 18 0.5% Reduced
325
RCM
Rutabaga Capital Management
Massachusetts
$62.6M -$7.48M 5 10.74% Reduced