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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
326
Gotham Asset Management
Gotham Asset Management
New York
$55.9M +$56.7M 22 2.4% New
327
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$55.6M +$58.1M 26 0.59% New
328
Janus Henderson Group
Janus Henderson Group
$55.2M +$57.2M 10 0.65% New
329
Silvercrest Asset Management
Silvercrest Asset Management
New York
$54.5M +$53.6M 7 1.15% New
330
SCM
Sandler Capital Management
New York
$54.4M +$54.5M 6 2.04% New
331
AC
Ascend Capital
California
$54.3M +$56.1M 4 2.31% New
332
Alpha Wave Global
Alpha Wave Global
New York
$53.7M +$52.7M 1 7.57% New
333
Emerald Advisers
Emerald Advisers
Pennsylvania
$53.5M +$55.6M 9 3.26% New
334
CCM
Cadence Capital Management
Massachusetts
$53M +$54M 9 2.48% New
335
ICM
IronBridge Capital Management
Illinois
$52.7M +$51.6M 3 1.03% New
336
Tocqueville Asset Management
Tocqueville Asset Management
New York
$52.7M +$52.9M 13 0.71% New
337
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$52.4M +$51.3M 2 0.89% New
338
F&C Asset Management
F&C Asset Management
United Kingdom
$52M +$53.3M 13 0.71% New
339
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$51.9M +$53.5M 38 0.47% New
340
MWP
MYCIO Wealth Partners
Pennsylvania
$51.5M +$50.8M 6 14.25% New
341
ACP
Ashfield Capital Partners
California
$51.5M +$53.6M 4 2.77% New
342
Robeco Schweiz
Robeco Schweiz
Switzerland
$51.2M +$54.7M 7 4.6% New
343
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$50.6M +$53.5M 6 0.16% New
344
Gates Capital Management
Gates Capital Management
New York
$50.5M +$51M 1 2.31% New
345
KBC Group
KBC Group
Belgium
$50.4M +$52.4M 20 0.93% New
346
BCPEM
Bain Capital Public Equity Management
Massachusetts
$50.3M +$49.4M 1 1.18% New
347
Marshfield Associates
Marshfield Associates
District of Columbia
$50.1M +$52.8M 1 3.91% New
348
Moore Capital Management
Moore Capital Management
New York
$50M +$49.1M 2 1.2% New
349
Natixis
Natixis
France
$49.9M +$51.5M 7 0.71% New
350
CHCM
Columbus Hill Capital Management
New Jersey
$49.7M +$49.7M 2 6.94% New