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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
RIG
Roosevelt Investment Group
New York
$68.5M -$16.6M 2 3.09% Reduced
327
CI Investments Inc
CI Investments Inc
Ontario, Canada
$68.3M -$208M 4 0.75% Reduced
328
PIM
Profit Investment Management
Maryland
$68.2M +$6.79M 3 3.1% Increased
329
ACP
Ashfield Capital Partners
California
$67.9M +$5.84M 5 3.25% Increased
330
GA
GRS Advisors
Illinois
$67.9M +$9.17M 1 3.93% Increased
331
KBC Group
KBC Group
Belgium
$67.5M +$1.96M 23 1.02% Increased
332
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$67M -$2.94M 22 0.96% Reduced
333
ProShare Advisors
ProShare Advisors
Maryland
$66.5M +$26.4M 19 0.99% Increased
334
ACI
AMP Capital Investors
Australia
$66.5M -$1.78M 16 0.47% Reduced
335
QS Batterymarch Financial Management
QS Batterymarch Financial Management
New York
$66.4M -$37.7M 16 1.4% Reduced
336
Calamos Advisors
Calamos Advisors
Illinois
$66.3M -$111M 9 0.42% Reduced
337
UBS O'Connor
UBS O'Connor
Illinois
$66M +$2.06M 6 1.21% Increased
338
Todd Asset Management
Todd Asset Management
Kentucky
$66M -$21M 2 1.91% Reduced
339
EARNEST Partners
EARNEST Partners
Georgia
$66M +$67M 3 0.53% New
340
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$65.6M +$2.89M 9 0.67% Increased
341
HCM
Highline Capital Management
New York
$65M +$1.83M 1 3.95% Increased
342
PIA
Piedmont Investment Advisors
North Carolina
$65M -$905K 9 3.48% Reduced
343
Fisher Asset Management
Fisher Asset Management
Washington
$64.4M +$14M 4 0.15% Increased
344
OCAM
Onex Canada Asset Management
Ontario, Canada
$64.3M +$26.3M 2 3.46% Increased
345
Palisade Capital Management
Palisade Capital Management
New Jersey
$64.3M +$8.32M 7 1.67% Increased
346
GIG
Goodnow Investment Group
Connecticut
$63.8M -$2.31M 2 10.29% Reduced
347
MWP
MYCIO Wealth Partners
Pennsylvania
$62.6M +$354K 6 15.56% Increased
348
LBG
Lloyds Banking Group
United Kingdom
$62.4M +$6.26M 8 0.56% Increased
349
Castleark Management
Castleark Management
Illinois
$62.3M -$23.8M 5 1.81% Reduced
350
PEAK6 Group
PEAK6 Group
Illinois
$62.3M +$16.2M 16 0.43% Increased