← All themes

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
IECM
Intrinsic Edge Capital Management
Illinois
$68.5M +$34.4M 13 13.49% Increased
327
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$68.4M -$4.65M 18 0.55% Reduced
328
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$68.1M +$476K 11 0.82% Increased
329
Hosking Partners
Hosking Partners
United Kingdom
$67.9M +$292K 3 1.77% Increased
330
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$67.6M +$6.64M 43 0.63% Increased
331
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$67.5M +$17.9M 20 0.82% Increased
332
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$67M +$7.39M 18 1.36% Increased
333
Numeric Investors
Numeric Investors
Massachusetts
$66.8M -$59.9M 14 0.51% Reduced
334
SGAM
Smith Group Asset Management
Texas
$66.4M +$12.6M 6 2.22% Increased
335
RCM
Rutabaga Capital Management
Massachusetts
$65.8M -$7.46M 5 14.04% Reduced
336
CC
Capital Counsel
New York
$65.7M -$161K 1 5.88% Reduced
337
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.7M +$16M 31 1.04% Increased
338
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$65.4M -$5.72M 4 0.71% Reduced
339
FA
Friess Associates
Delaware
$65.4M -$40.2M 5 5.73% Reduced
340
GA
GFS Advisors
Texas
$65.4M -$1.97M 2 14.73% Reduced
341
SCM
SG Capital Management
Illinois
$64.4M -$37.2M 4 6.96% Reduced
342
Impax Asset Management (UK)
Impax Asset Management (UK)
United Kingdom
$63.5M +$4.52M 2 1.95% Increased
343
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$63.3M -$3.39M 11 1.47% Reduced
344
CLM
ClearBridge LLC (Maryland)
Maryland
$63.1M +$59.7M 2 1.37% New
345
SCA
Southpoint Capital Advisors
New York
$63M -$5.45M 1 2.59% Reduced
346
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$62.8M -$3M 22 0.4% Reduced
347
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$62.8M +$1.18M 13 1.79% Increased
348
FWSM
First Wilshire Securities Management
California
$62.7M -$303K 10 17.78% Reduced
349
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$62.7M +$330K 16 0.53% Increased
350
RHBC
R.H. Bluestein & Co
Michigan
$62.4M +$13.2M 12 3.42% Increased