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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
Emerald Advisers
Emerald Advisers
Pennsylvania
$111M -$24.3M 5 4.03% Reduced
327
ACI
AMP Capital Investors
Australia
$111M -$20.2M 12 0.61% Reduced
328
GIP
Granite Investment Partners
California
$110M -$2.9M 8 3.42% Reduced
329
Manning & Napier Group
Manning & Napier Group
New York
$110M -$1.68M 5 0.94% Reduced
330
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$110M +$116M 1 0.52% New
331
SAM
Scopus Asset Management
New York
$109M +$1.04M 7 1.85% Increased
332
ORIO
Old Republic International (ORI)
Illinois
$109M $0 1 2.27% Maintained
333
Calamos Advisors
Calamos Advisors
Illinois
$109M +$18.2M 8 0.47% Increased
334
GGHC
Gilder Gagnon Howe & Co
New York
$108M -$3.48M 7 0.56% Reduced
335
SIM
Sprucegrove Investment Management
Ontario, Canada
$108M +$4.47M 2 2.65% Increased
336
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$106M -$30.2M 5 3.68% Reduced
337
Madison Asset Management
Madison Asset Management
Wisconsin
$106M -$12.2M 4 1.46% Reduced
338
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$105M -$8.57M 5 0.91% Reduced
339
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$104M -$8.05M 39 1.31% Reduced
340
PM
Pembroke Management
Quebec, Canada
$104M +$12M 4 7.84% Increased
341
ACM
Atlanta Capital Management
Georgia
$104M -$12.3M 2 0.37% Reduced
342
Laurion Capital Management
Laurion Capital Management
New York
$102M +$94.8M 4 0.43% Increased
343
Nissay Asset Management
Nissay Asset Management
Japan
$102M +$25.1M 8 0.86% Increased
344
VHMC
Value Holdings Management Company
New York
$101M -$585K 7 22.8% Reduced
345
PineBridge Investments
PineBridge Investments
New York
$101M -$7.4M 6 1.21% Reduced
346
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$100M +$2.07M 12 0.5% Increased
347
SG Americas Securities
SG Americas Securities
New York
$99M -$18.8M 55 0.46% Reduced
348
Guggenheim Capital
Guggenheim Capital
Illinois
$98.4M -$25.8M 26 0.59% Reduced
349
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$98.4M -$2.48M 20 0.56% Reduced
350
Alyeska Investment Group
Alyeska Investment Group
Illinois
$97.4M +$34.1M 6 1.2% Increased