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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
CRM
Cramer Rosenthal McGlynn
Connecticut
$64.4M -$2.33M 2 1.63% Reduced
302
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$63.3M +$25.7M 3 1.28% Increased
303
ProShare Advisors
ProShare Advisors
Maryland
$62.9M +$12.6M 24 0.44% Increased
304
Guggenheim Capital
Guggenheim Capital
Illinois
$62M -$16.4M 24 0.53% Reduced
305
FP
Foundry Partners
Minnesota
$61.6M +$7.87M 14 2.77% Increased
306
Castleark Management
Castleark Management
Illinois
$61.6M +$634K 3 2.63% Increased
307
HCM
Hahn Capital Management
California
$61.3M +$8.92M 3 8.88% Increased
308
BOI
Bank of Italy
Italy
$61.2M $0 1 3.5% Maintained
309
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$60.8M -$1.95M 19 0.55% Reduced
310
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$60.6M -$2.01M 2 1.75% Reduced
311
PPC
Park Presidio Capital
California
$59.7M +$17.4M 1 7.47% Increased
312
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$59.6M +$49.6M 3 1.17% Increased
313
CC
Capital Counsel
New York
$59M -$2.94M 1 4.9% Reduced
314
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$58.9M +$12.1M 20 1.48% Increased
315
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.1M +$1.26M 34 0.98% Increased
316
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$57.8M -$6.85M 20 0.3% Reduced
317
Scout Investments
Scout Investments
Missouri
$57.7M -$12.9M 4 1.45% Reduced
318
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$57.7M +$340K 5 0.49% Increased
319
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$56.9M +$4.49M 10 1.43% Increased
320
Acadian Asset Management
Acadian Asset Management
Massachusetts
$55.8M -$1.14M 19 0.28% Reduced
321
Westfield Capital Management
Westfield Capital Management
Massachusetts
$55.4M -$28.9M 2 0.47% Reduced
322
Hood River Capital Management
Hood River Capital Management
Florida
$55M -$27.3M 3 3.24% Reduced
323
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$54.8M -$4.93M 2 1.15% Reduced
324
CRCP
Copper Rock Capital Partners
Massachusetts
$54.8M -$15.1M 3 4.3% Reduced
325
FWSM
First Wilshire Securities Management
California
$54.8M +$1.41M 11 20.6% Increased