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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
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$76.5M +$10.1M 3 1.41% Increased
302
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$76.1M -$895K 5 3.73% Reduced
303
TBC
Three Bays Capital
Massachusetts
$75.9M +$70.5M 1 6.04% New
304
Voloridge Investment Management
Voloridge Investment Management
Florida
$75.2M -$6.21M 7 1.87% Reduced
305
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$74.8M -$8.48M 8 0.67% Reduced
306
First Manhattan
First Manhattan
New York
$73.6M +$52.5K 15 0.43% Increased
307
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$72.9M -$4.28M 4 0.83% Reduced
308
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$72.8M -$362K 13 0.64% Reduced
309
Mutual of America Capital Management
Mutual of America Capital Management
New York
$72.7M +$5.18M 23 1.26% Increased
310
Hood River Capital Management
Hood River Capital Management
Florida
$71.8M +$2.29M 2 4.96% Increased
311
Wasatch Advisors
Wasatch Advisors
Utah
$71.4M -$25.9M 3 0.99% Reduced
312
AMF Tjänstepension
AMF Tjänstepension
Sweden
$71.3M $0 3 0.81% Maintained
313
ICOM
Investment Counselors of Maryland
Maryland
$71.1M -$7.68M 8 3.69% Reduced
314
Hosking Partners
Hosking Partners
United Kingdom
$70M -$1.73M 3 1.85% Reduced
315
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$69.7M -$83.4M 15 0.56% Reduced
316
GA
GFS Advisors
Texas
$69.7M -$9.24K 3 15.14% Reduced
317
KBC Group
KBC Group
Belgium
$69.6M -$22.7M 27 0.67% Reduced
318
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$69M -$15.6M 4 1.42% Reduced
319
Oaktree Capital Management
Oaktree Capital Management
California
$68.9M +$1.29M 1 1.13% Increased
320
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$68.5M +$212K 18 0.52% Increased
321
Rockefeller Financial Services
Rockefeller Financial Services
New York
$68.3M -$703K 6 1.36% Reduced
322
Capital Guardian Trust
Capital Guardian Trust
California
$68.2M -$29.3M 4 1.25% Reduced
323
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$68M +$27.6M 12 0.8% Increased
324
MWP
MYCIO Wealth Partners
Pennsylvania
$67.6M -$513K 1 7.91% Reduced
325
HCM
Hahn Capital Management
California
$67.3M -$1.95M 3 6.99% Reduced