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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
Natixis Advisors
Natixis Advisors
Massachusetts
$54.5M +$1.36M 12 0.75% Increased
327
Axiom Investors
Axiom Investors
Connecticut
$54.4M -$668K 5 1.58% Reduced
328
Envestnet Asset Management
Envestnet Asset Management
Illinois
$54M +$2.13M 37 0.22% Increased
329
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$53.9M +$25.5M 23 1.14% Increased
330
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$53.4M -$5.56M 3 0.96% Reduced
331
Capital International Sarl
Capital International Sarl
California
$53.3M -$5.7M 3 4.54% Reduced
332
HCM
Hoplite Capital Management
New York
$53.3M +$53.9M 1 2.64% New
333
Impax Asset Management (UK)
Impax Asset Management (UK)
United Kingdom
$53.3M +$7.94M 3 2.65% Increased
334
BOI
Bank of Italy
Italy
$53.3M $0 1 3.72% Maintained
335
CPM
Chesapeake Partners Management
Maryland
$52.7M -$22.7M 2 7.89% Reduced
336
GW&K Investment Management
GW&K Investment Management
Massachusetts
$52.7M +$13M 3 1.09% Increased
337
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$52.7M +$1.05M 15 0.45% Increased
338
MWP
MYCIO Wealth Partners
Pennsylvania
$52.5M -$1.16K 13 8.99% Reduced
339
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$52.4M +$16.3M 3 0.98% Increased
340
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$52.2M -$1.65M 8 0.6% Reduced
341
OAM
Oxford Asset Management
United Kingdom
$52.1M +$8.06M 12 1.72% Increased
342
NIP
Nicholas Investment Partners
California
$51.9M +$6.69M 9 3.6% Increased
343
Royal London Asset Management
Royal London Asset Management
United Kingdom
$51.4M +$20.1M 9 0.84% Increased
344
RCM
Riverhead Capital Management
Delaware
$51.2M -$21M 24 1.65% Reduced
345
Calamos Advisors
Calamos Advisors
Illinois
$50.9M +$35.9M 5 0.36% Increased
346
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$50.8M -$14.3M 2 0.64% Reduced
347
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$50.1M +$9.23M 2 1.02% Increased
348
NCM
Narwhal Capital Management
Georgia
$50.1M -$2.66M 1 15.73% Reduced
349
IAM
Impala Asset Management
Florida
$49.8M -$23M 2 3.59% Reduced
350
GA
GFS Advisors
Texas
$49.8M +$7.3M 4 12.04% Increased