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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
HCM
Hahn Capital Management
California
$67.1M -$7.2M 3 8.92% Reduced
327
Silvercrest Asset Management
Silvercrest Asset Management
New York
$67M -$3.65M 11 0.55% Reduced
328
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$66.8M -$1.76M 31 0.88% Reduced
329
BBCM
Broad Bay Capital Management
New York
$66.7M +$19.9M 2 17.83% Increased
330
Acadian Asset Management
Acadian Asset Management
Massachusetts
$66.4M +$6.77M 21 0.28% Increased
331
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.9M +$596K 34 0.96% Increased
332
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$65.4M +$10.6M 15 0.34% Increased
333
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$65.2M +$6.65M 3 3.35% Increased
334
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$64.7M +$406K 11 0.63% Increased
335
Nomura Asset Management
Nomura Asset Management
Japan
$64M -$12.3M 9 0.61% Reduced
336
ValueAct Holdings
ValueAct Holdings
California
$63.8M -$146M 2 0.69% Reduced
337
HighTower Advisors
HighTower Advisors
Illinois
$63.7M -$10.7M 16 0.35% Reduced
338
Beck Mack & Oliver
Beck Mack & Oliver
New York
$63.5M -$1.08M 3 2.23% Reduced
339
Guggenheim Capital
Guggenheim Capital
Illinois
$63.3M +$2.41M 24 0.51% Increased
340
CIBC World Market
CIBC World Market
Ontario, Canada
$63M +$17M 15 0.28% Increased
341
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$62.5M +$3.8M 37 1.24% Increased
342
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$62.5M -$576K 23 0.45% Reduced
343
CDH
Charles D. Hyman
$62.4M -$356K 3 6.53% Reduced
344
Castle Hook Partners
Castle Hook Partners
New York
$62.3M +$59M 1 2.01% New
345
FC
Fairpointe Capital
Illinois
$62.2M -$23.3M 2 3.16% Reduced
346
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$62M +$1.56M 21 0.56% Increased
347
JLBC
J.L. Bainbridge & Co
Florida
$61.6M +$686K 2 9.21% Increased
348
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$60.4M -$3.87M 44 1.02% Reduced
349
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$60.3M +$18.7M 32 0.82% Increased
350
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$60.3M -$143K 1 1.12% Reduced