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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
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$73.3M -$21.8M 8 0.78% Reduced
327
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$73.1M +$26.6M 11 0.17% Increased
328
CRM
Cramer Rosenthal McGlynn
Connecticut
$72.7M +$12.6M 2 1.39% Increased
329
FWSM
First Wilshire Securities Management
California
$72.7M +$2.94M 11 21.38% Increased
330
MWP
MYCIO Wealth Partners
Pennsylvania
$72.6M -$568K 1 7.04% Reduced
331
NCGI
Next Century Growth Investors
Minnesota
$71.7M -$16.8M 10 8.32% Reduced
332
FP
Foundry Partners
Minnesota
$71.4M +$16.8M 14 2.71% Increased
333
Boston Trust Walden
Boston Trust Walden
Massachusetts
$71.3M +$11.2M 5 0.98% Increased
334
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$71.1M +$640K 18 0.98% Increased
335
Voloridge Investment Management
Voloridge Investment Management
Florida
$71.1M +$64.1M 8 1.55% Increased
336
HCM
Hahn Capital Management
California
$71.1M -$2.61M 3 8.23% Reduced
337
OAM
Oxford Asset Management
United Kingdom
$70.7M +$5.59M 31 1.47% Increased
338
CAM
Cortina Asset Management
Wisconsin
$70.7M -$12.8M 6 3.3% Reduced
339
SGAM
Smith Group Asset Management
Texas
$70.1M -$5.69M 5 1.99% Reduced
340
GGHC
Gilder Gagnon Howe & Co
New York
$69.3M -$15.7M 5 0.71% Reduced
341
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$69.2M +$3.78M 8 0.82% Increased
342
CEP
Chicago Equity Partners
Illinois
$69.1M +$969K 13 2.03% Increased
343
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$68.6M +$28.8M 5 0.49% Increased
344
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$68.4M -$12.4M 19 1.49% Reduced
345
PPC
Park Presidio Capital
California
$68.2M -$13.5M 1 6.87% Reduced
346
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$67.3M +$2.08M 3 1.13% Increased
347
SCM
SG Capital Management
Illinois
$67M +$3.76M 4 16.45% Increased
348
VHMC
Value Holdings Management Company
New York
$67M -$1.54M 5 21.05% Reduced
349
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$66.6M +$4.07M 16 0.38% Increased
350
Marshall Wace
Marshall Wace
United Kingdom
$66.5M -$22M 21 0.57% Reduced