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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
KBC Group
KBC Group
Belgium
$58.8M +$5.93M 22 0.95% Increased
327
Emerald Advisers
Emerald Advisers
Pennsylvania
$58.2M -$1.21M 9 3.29% Reduced
328
Corvex Management
Corvex Management
New York
$58.1M +$67M 1 1.08% New
329
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$58M -$15.9M 18 0.98% Reduced
330
SIM
Sprucegrove Investment Management
Ontario, Canada
$58M -$1.67M 2 1.05% Reduced
331
PIA
Piedmont Investment Advisors
North Carolina
$57.9M -$14M 6 3.03% Reduced
332
HCM
Hahn Capital Management
California
$57.9M +$17.1M 2 7.79% Increased
333
SEI Trust Company
SEI Trust Company
Pennsylvania
$57.8M +$14.6M 23 0.64% Increased
334
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$57.8M -$8.1M 6 3.5% Reduced
335
OAM
Oxford Asset Management
United Kingdom
$57.8M +$14.4M 15 1.29% Increased
336
CII
Chapter IV Investors
North Carolina
$57.8M +$9.41M 2 19.96% Increased
337
AC
Apex Capital
California
$57.6M -$32.4M 1 4.13% Reduced
338
Gates Capital Management
Gates Capital Management
New York
$57.5M +$2.55M 1 2.28% Increased
339
KeyBank National Association
KeyBank National Association
Ohio
$55.9M -$147M 17 0.38% Reduced
340
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$55.6M +$2.5M 38 0.49% Increased
341
PineBridge Investments
PineBridge Investments
New York
$55.4M +$11.8M 20 1.72% Increased
342
NAP
New Amsterdam Partners
New York
$55.3M +$3.48M 2 3.69% Increased
343
F&C Asset Management
F&C Asset Management
United Kingdom
$55M +$1.04M 13 0.71% Increased
344
GA
GRS Advisors
Illinois
$54.8M +$387K 1 2.49% Increased
345
Maverick Capital
Maverick Capital
Texas
$54.1M +$55.5M 1 0.73% New
346
UBS O'Connor
UBS O'Connor
Illinois
$53.9M +$11.3M 7 1.12% Increased
347
SCM
Sigma Capital Management
Connecticut
$53.9M +$4.1M 2 2.25% Increased
348
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$53.9M -$19.4M 5 0.61% Reduced
349
Cohen & Steers
Cohen & Steers
New York
$53.8M +$5.21M 2 0.17% Increased
350
DnB Asset Management
DnB Asset Management
Norway
$53.8M +$47.2M 5 1.47% Increased