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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
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$70.7M +$5.97M 14 0.65% Increased
302
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$70.1M -$9.25M 12 1.86% Reduced
303
Tocqueville Asset Management
Tocqueville Asset Management
New York
$70.1M -$1.3M 10 0.85% Reduced
304
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$69.6M -$9.75M 5 3.49% Reduced
305
Scout Investments
Scout Investments
Missouri
$69.5M -$7.09M 5 1.9% Reduced
306
CIP
Champlain Investment Partners
Vermont
$69M +$26.1M 1 0.91% Increased
307
PCM
Pennant Capital Management
New Jersey
$68.9M $0 1 3.26% Maintained
308
RIM
Rainier Investment Management
Washington
$68.1M -$9.09M 8 7.38% Reduced
309
HCM
Hahn Capital Management
California
$67.4M -$1.62M 3 6.47% Reduced
310
Hosking Partners
Hosking Partners
United Kingdom
$67.3M +$5.87M 3 1.87% Increased
311
Hood River Capital Management
Hood River Capital Management
Florida
$66.8M +$7.9M 2 5.01% Increased
312
CC
Capital Counsel
New York
$66.8M +$3.07M 1 6.36% Increased
313
Mutual of America Capital Management
Mutual of America Capital Management
New York
$66.5M +$7.96M 23 1.18% Increased
314
Banco Santander
Banco Santander
Spain
$66.1M +$8.74M 1 1.71% Increased
315
Hancock Whitney
Hancock Whitney
Mississippi
$65.7M -$18.2M 10 2.74% Reduced
316
Rockefeller Financial Services
Rockefeller Financial Services
New York
$65.7M +$4.35M 6 1.31% Increased
317
Castleark Management
Castleark Management
Illinois
$65.4M -$20M 4 2.05% Reduced
318
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$65.3M +$37.6M 2 2.29% Increased
319
GA
GFS Advisors
Texas
$64.6M -$3.43M 3 13.28% Reduced
320
WC
Walthausen & Co
New York
$64.5M -$1.6M 6 6.62% Reduced
321
Axiom Investors
Axiom Investors
Connecticut
$64.4M -$2.02M 5 1.65% Reduced
322
Natixis
Natixis
France
$64.3M -$4.77M 15 0.8% Reduced
323
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$64.2M +$467K 18 0.5% Increased
324
CEP
Chicago Equity Partners
Illinois
$63.8M -$7.26M 12 1.83% Reduced
325
HCM
Highfields Capital Management
Massachusetts
$63.7M $0 1 0.59% Maintained