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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
Silvercrest Asset Management
Silvercrest Asset Management
New York
$54.6M -$16.8M 7 0.6% Reduced
327
GTP
Global Thematic Partners
New York
$54M -$7.58M 1 2.93% Reduced
328
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$53.5M -$28.8M 1 1.71% Reduced
329
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$53.4M +$35M 8 0.81% Increased
330
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$53.3M +$4.35M 13 0.42% Increased
331
Boston Trust Walden
Boston Trust Walden
Massachusetts
$53.3M -$6.77M 4 0.85% Reduced
332
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$53.1M +$6.53M 22 0.51% Increased
333
Rockefeller Capital Management
Rockefeller Capital Management
New York
$52.8M -$5.39M 14 0.93% Reduced
334
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$52.6M +$2.37M 52 0.47% Increased
335
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$52.4M +$492K 41 1.05% Increased
336
VHMC
Value Holdings Management Company
New York
$52.4M +$3.16M 6 21.08% Increased
337
HCM
Highline Capital Management
New York
$52.1M +$12.5M 1 3.49% Increased
338
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$52.1M -$6.23M 2 0.55% Reduced
339
SCM
SG Capital Management
Illinois
$51.9M -$4.46M 3 15.52% Reduced
340
Norinchukin Bank
Norinchukin Bank
Japan
$51.7M +$571K 8 0.72% Increased
341
William Blair & Company
William Blair & Company
Illinois
$51.3M -$23.2M 14 0.37% Reduced
342
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$51.2M -$9.16M 4 2.54% Reduced
343
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$51.1M -$3.45M 31 0.81% Reduced
344
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$51.1M -$12.9M 16 0.69% Reduced
345
Advisors Asset Management
Advisors Asset Management
Colorado
$51M -$26.6M 33 1.03% Reduced
346
CAM
Cacti Asset Management
Georgia
$50.8M $0 1 4.45% Maintained
347
SGAM
Smith Group Asset Management
Texas
$50.7M -$617K 5 1.79% Reduced
348
CDH
Charles D. Hyman
$50.3M -$618K 3 5.97% Reduced
349
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$50M +$2.64M 13 0.34% Increased
350
WC
Walthausen & Co
New York
$49.9M -$1.16M 9 6.91% Reduced