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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
JCI
Jet Capital Investors
New York
$66.7M +$3.69M 1 2.46% Increased
327
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$66.5M -$23.7M 8 0.47% Reduced
328
Wedge Capital Management
Wedge Capital Management
North Carolina
$66M +$18.6M 10 0.71% Increased
329
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$66M -$39.2M 1 1.45% Reduced
330
Arizona State Retirement System
Arizona State Retirement System
Arizona
$65.9M -$7.63M 26 0.82% Reduced
331
DF Dent & Co
DF Dent & Co
Maryland
$65.9M -$10.2M 2 1.64% Reduced
332
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$65.7M +$50M 22 0.21% Increased
333
BOI
Bank of Italy
Italy
$65.4M -$13.9M 1 5.11% Reduced
334
HCM
Huber Capital Management
California
$65.1M +$3.71M 3 1.89% Increased
335
CGM
Capital Growth Management
Massachusetts
$64.4M -$13.2M 1 1.81% Reduced
336
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$64.4M -$1.4M 34 0.53% Reduced
337
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$64M +$12.3M 14 0.82% Increased
338
GL
GLG LLC
New York
$63.9M +$20.6M 9 1.7% Increased
339
PEAK6 Group
PEAK6 Group
Illinois
$63.8M -$12.3M 25 0.49% Reduced
340
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$63.6M -$3.02M 10 1.55% Reduced
341
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$63.6M +$3.68M 7 5.29% Increased
342
Hermes Investment Management
Hermes Investment Management
United Kingdom
$63.3M +$17M 4 1.63% Increased
343
MWP
MYCIO Wealth Partners
Pennsylvania
$62.8M +$298 7 14.72% Increased
344
DCM
Daruma Capital Management
New York
$62.4M -$564K 1 2.74% Reduced
345
NIM
NXG Investment Management
Texas
$62.3M +$33.9M 10 1.29% Increased
346
Foresters Investment Management
Foresters Investment Management
New York
$62M +$592K 3 1.31% Increased
347
SFM
Systematic Financial Management
New Jersey
$61.7M -$91.6M 11 0.45% Reduced
348
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$61.7M -$47M 14 0.5% Reduced
349
Palisade Capital Management
Palisade Capital Management
New Jersey
$60.8M +$14.9M 8 1.54% Increased
350
ProShare Advisors
ProShare Advisors
Maryland
$60.7M -$8.59M 34 0.8% Reduced