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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
Holocene Advisors
Holocene Advisors
New York
$70.4M -$59.6M 15 0.9% Reduced
327
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$70.1M +$4.67M 32 0.95% Increased
328
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$70.1M -$76.7K 10 1.2% Reduced
329
OAM
Oxford Asset Management
United Kingdom
$70M +$23.1M 31 1.51% Increased
330
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$69.6M -$5.98M 16 1.45% Reduced
331
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$68.6M -$503K 6 0.88% Reduced
332
GTP
Global Thematic Partners
New York
$68.5M +$3.29M 1 3.67% Increased
333
RP
RR Partners
New York
$68.3M +$3.73M 1 7.57% Increased
334
CC
Carlson Capital
Texas
$68.3M -$1.39M 4 1.03% Reduced
335
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$67.9M +$7.37M 17 0.41% Increased
336
VHMC
Value Holdings Management Company
New York
$67.3M +$60.2K 6 21.85% Increased
337
TCM
Tributary Capital Management
Nebraska
$66.7M +$5.8M 6 4.7% Increased
338
WC
Walthausen & Co
New York
$65.9M -$3.43M 9 8.71% Reduced
339
Homestead Advisers
Homestead Advisers
Virginia
$65.5M -$18.2M 3 1.24% Reduced
340
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$65.4M -$20M 10 0.57% Reduced
341
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$65.2M -$258K 18 2.31% Reduced
342
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$65.1M +$516K 25 0.5% Increased
343
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$64.9M +$2.13M 35 0.96% Increased
344
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$64.8M -$4.56M 8 0.76% Reduced
345
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$64.7M +$3.78M 44 1.09% Increased
346
Beck Mack & Oliver
Beck Mack & Oliver
New York
$64.6M +$871K 3 2.27% Increased
347
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$64.5M +$13.6M 6 1.59% Increased
348
Gotham Asset Management
Gotham Asset Management
New York
$64.3M -$24.4M 19 1.03% Reduced
349
JLBC
J.L. Bainbridge & Co
Florida
$64.1M +$265K 2 9.7% Increased
350
SCM
SG Capital Management
Illinois
$64M -$4.27M 4 10.13% Reduced