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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
Laurion Capital Management
Laurion Capital Management
New York
$75.1M -$15.8M 16 0.61% Reduced
327
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$75M -$410K 7 2.28% Reduced
328
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$74.7M +$803K 18 0.6% Increased
329
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$74.3M +$9.55M 18 0.43% Increased
330
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$73.8M +$792K 18 1.11% Increased
331
SWITC
Stewart West Indies Trading Company
Colorado
$73.5M $0 1 6.36% Maintained
332
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$73.3M -$2.33M 2 2.81% Reduced
333
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$72.8M -$1.73M 14 1.69% Reduced
334
CRM
Cramer Rosenthal McGlynn
Connecticut
$72.7M -$109M 2 1.19% Reduced
335
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$72.2M +$1.32M 3 1.29% Increased
336
HCM
Hahn Capital Management
California
$71.3M -$8.92M 3 7.52% Reduced
337
DnB Asset Management
DnB Asset Management
Norway
$71.1M +$13.7M 6 0.86% Increased
338
FG
Formula Growth
Quebec, Canada
$70.8M +$17.3M 5 8.39% Increased
339
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$69.5M +$8.68M 2 1.78% Increased
340
GTP
Global Thematic Partners
New York
$69M +$78.1M 1 2.37% New
341
PM
Pembroke Management
Quebec, Canada
$68.8M -$5.8M 4 7.29% Reduced
342
AAM
ACK Asset Management
Connecticut
$68.5M -$19.2M 3 17.22% Reduced
343
Acadian Asset Management
Acadian Asset Management
Massachusetts
$68M -$85.2M 20 0.29% Reduced
344
Baird Financial Group
Baird Financial Group
Wisconsin
$67.8M -$13.2M 12 0.48% Reduced
345
CC
Capital Counsel
New York
$67.8M +$33.2K 1 5.48% Increased
346
PPC
Park Presidio Capital
California
$67.2M +$12.1M 1 8.64% Increased
347
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$66.9M +$84K 17 1.53% Increased
348
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$66.8M -$1.1M 16 0.81% Reduced
349
HP
Holowesko Partners
Bahamas
$66.8M -$63.3M 1 4.6% Reduced
350
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$66.1M -$2.27M 23 0.46% Reduced