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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
$82.3M +$6.16M 3 1.47% Increased
302
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$82M -$160K 9 0.77% Reduced
303
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$81.6M -$783K 8 0.71% Reduced
304
Suntrust Banks
Suntrust Banks
Georgia
$81M -$4.04M 15 0.48% Reduced
305
Hood River Capital Management
Hood River Capital Management
Florida
$80.3M +$3.86M 2 5.1% Increased
306
CEP
Chicago Equity Partners
Illinois
$78.7M -$14.8M 18 2.49% Reduced
307
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$78.5M +$67.5M 8 0.73% Increased
308
QIM
Quantitative Investment Management
Virginia
$78.3M +$11.5M 11 0.89% Increased
309
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$78.2M +$19.1M 25 0.34% Increased
310
CRCP
Copper Rock Capital Partners
Massachusetts
$78.1M -$15M 3 5.22% Reduced
311
BAPIM
British Airways Pensions Investment Management
United Kingdom
$76.6M -$17.6M 2 2.32% Reduced
312
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$76.4M -$21.5M 7 0.45% Reduced
313
HCM
Hahn Capital Management
California
$76.3M +$6.54M 3 7.54% Increased
314
William Blair & Company
William Blair & Company
Illinois
$76.3M -$4.88M 13 0.57% Reduced
315
AC
Ascend Capital
California
$75.6M +$33.1M 3 2.85% Increased
316
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$74.9M +$23.3M 10 0.48% Increased
317
Calamos Advisors
Calamos Advisors
Illinois
$74.1M -$12.2M 8 0.57% Reduced
318
Capital Guardian Trust
Capital Guardian Trust
California
$74M +$5.91M 3 1.29% Increased
319
Hancock Whitney
Hancock Whitney
Mississippi
$73.4M +$2.92M 13 3.11% Increased
320
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$73.2M +$3.24M 23 0.44% Increased
321
First Manhattan
First Manhattan
New York
$72.6M -$2.05M 16 0.42% Reduced
322
SAM
Southernsun Asset Management
Tennessee
$70.5M +$36.2M 2 1.73% Increased
323
Rockefeller Financial Services
Rockefeller Financial Services
New York
$69.4M -$662K 6 1.32% Reduced
324
PM
Pembroke Management
Quebec, Canada
$69.1M -$11.4M 4 6.75% Reduced
325
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$68.7M +$8.48M 14 0.22% Increased