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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
CAM
Cortina Asset Management
Wisconsin
$73.9M +$11.4M 11 2.8% Increased
327
ACP
Ashfield Capital Partners
California
$73.8M -$14.6M 6 3.47% Reduced
328
RS Investment Management
RS Investment Management
California
$73.2M -$6.98M 4 0.61% Reduced
329
GH
GAM Holding
Switzerland
$72.4M -$3.53M 18 1.1% Reduced
330
OAMG
Odey Asset Management Group
United Kingdom
$72.2M -$122M 1 1.88% Reduced
331
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$72.1M +$32.2M 36 0.6% Increased
332
PM
Pembroke Management
Quebec, Canada
$71.6M +$35.8M 2 5.54% Increased
333
KIG
Kovitz Investment Group
Illinois
$71.3M -$3.01M 3 3.72% Reduced
334
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$71.2M -$395K 3 3.32% Reduced
335
Soros Fund Management
Soros Fund Management
New York
$71M +$52.2M 4 0.53% Increased
336
AP
Alydar Partners
Massachusetts
$70.5M +$53.1M 4 6% Increased
337
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$70M +$26.1M 1 0.39% Increased
338
JCI
Jet Capital Investors
New York
$70M +$11.2M 1 3.15% Increased
339
Huntington National Bank
Huntington National Bank
Ohio
$69.4M -$3.9M 14 1.37% Reduced
340
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$69.2M +$1.06M 11 1.04% Increased
341
HCM
Huber Capital Management
California
$68.7M +$1.88M 3 1.76% Increased
342
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$68.6M -$6.36M 8 0.67% Reduced
343
MPMG
Minneapolis Portfolio Management Group
Minnesota
$68.5M -$972K 2 8.7% Reduced
344
Great Lakes Advisors
Great Lakes Advisors
Illinois
$68.5M +$1.9M 5 2.82% Increased
345
Castleark Management
Castleark Management
Illinois
$68.2M +$11.9M 5 1.88% Increased
346
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$68.2M -$6.24M 13 1.48% Reduced
347
OCG
Opus Capital Group
Ohio
$67.9M -$72.5K 4 4.72% Reduced
348
HCM
Highline Capital Management
New York
$66.1M -$3.62M 1 3.36% Reduced
349
GC
GMT Capital
Georgia
$66.1M +$7.32M 1 1.37% Increased
350
Geneva Capital Management
Geneva Capital Management
Wisconsin
$65.7M -$16.4M 1 1.61% Reduced