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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
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$55.4M -$251M 10 0.54% Reduced
327
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$55.2M +$9.52M 15 0.99% Increased
328
CEP
Chicago Equity Partners
Illinois
$54.3M +$19.8M 13 1.5% Increased
329
CRM
Cramer Rosenthal McGlynn
Connecticut
$54.2M -$30.3M 3 0.83% Reduced
330
GA
GFS Advisors
Texas
$54.1M -$7.98M 4 12.03% Reduced
331
Oaktree Capital Management
Oaktree Capital Management
California
$53.9M +$111K 1 0.7% Increased
332
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$53.8M -$4.39M 14 0.46% Reduced
333
STB
S&T Bank
Pennsylvania
$53.4M -$7.16M 3 8.86% Reduced
334
CCM
Conatus Capital Management
Connecticut
$53.3M +$55.2M 1 3.48% New
335
FWSM
First Wilshire Securities Management
California
$53.2M +$160K 9 15.96% Increased
336
BA
Broadview Advisors
Wisconsin
$52.6M -$4.08M 3 7.46% Reduced
337
BOI
Bank of Italy
Italy
$52.6M $0 1 3.69% Maintained
338
PM
Pembroke Management
Quebec, Canada
$52.6M -$37.5M 2 5.21% Reduced
339
Mutual of America Capital Management
Mutual of America Capital Management
New York
$52.5M +$2.58M 21 1.05% Increased
340
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$52.3M -$1.62M 10 0.49% Reduced
341
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$52.2M +$12M 5 2.76% Increased
342
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$51.9M +$7.11M 16 0.48% Increased
343
Arizona State Retirement System
Arizona State Retirement System
Arizona
$50.8M -$804K 28 0.77% Reduced
344
Boston Trust Walden
Boston Trust Walden
Massachusetts
$50.6M -$90.5K 3 0.83% Reduced
345
Capital Guardian Trust
Capital Guardian Trust
California
$50.4M -$19.7M 12 0.38% Reduced
346
ELC
Edgar Lomax Company
Virginia
$49.9M -$20.5K 1 3.09% Reduced
347
New Mountain Vantage Advisers
New Mountain Vantage Advisers
New York
$49.7M -$24.2M 1 2.91% Reduced
348
Maverick Capital
Maverick Capital
Texas
$49.3M +$28.6M 3 0.58% Increased
349
CRCP
Copper Rock Capital Partners
Massachusetts
$49.2M +$22.6M 3 3.19% Increased
350
AMF Tjänstepension
AMF Tjänstepension
Sweden
$48.9M +$2.68M 3 0.61% Increased