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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
Advisors Asset Management
Advisors Asset Management
Colorado
$126M -$5.41M 37 2.55% Reduced
327
PineBridge Investments
PineBridge Investments
New York
$126M +$48.8M 17 1.36% Increased
328
CDH
Charles D. Hyman
$124M +$779K 3 7.78% Increased
329
Yousif Capital Management
Yousif Capital Management
Michigan
$124M -$422K 35 1.5% Reduced
330
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$123M +$10.5M 7 7.52% Increased
331
WCM Investment Management
WCM Investment Management
California
$123M +$30.4M 4 0.37% Increased
332
CRM
Cramer Rosenthal McGlynn
Connecticut
$122M -$12.9M 4 6.11% Reduced
333
River Road Asset Management
River Road Asset Management
Kentucky
$122M -$30.6M 5 1.68% Reduced
334
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$122M -$1.23M 8 2.56% Reduced
335
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$121M -$25.2M 17 0.8% Reduced
336
ING Group
ING Group
Netherlands
$121M +$47.7M 9 0.92% Increased
337
KeyBank National Association
KeyBank National Association
Ohio
$121M +$4.78M 18 0.55% Increased
338
First Pacific Advisors
First Pacific Advisors
California
$120M +$2.06M 2 1.75% Increased
339
Madison Asset Management
Madison Asset Management
Wisconsin
$119M -$2.81M 5 1.74% Reduced
340
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$119M -$25.7M 8 0.86% Reduced
341
AKO Capital
AKO Capital
United Kingdom
$118M +$23.8M 1 1.78% Increased
342
HCM
Hodges Capital Management
Texas
$118M +$15.7M 6 6.67% Increased
343
Oppenheimer & Co
Oppenheimer & Co
New York
$117M +$1.92M 20 2.34% Increased
344
VHMC
Value Holdings Management Company
New York
$116M -$1.52M 5 25.83% Reduced
345
M&G Investment Management
M&G Investment Management
United Kingdom
$115M -$17.4M 7 0.46% Reduced
346
Creative Planning
Creative Planning
Kansas
$115M +$2.13M 35 0.15% Increased
347
MML Investors Services
MML Investors Services
Massachusetts
$114M +$18.3M 26 0.63% Increased
348
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$114M $0 1 1.77% Maintained
349
PFM
Premier Fund Managers
United Kingdom
$113M -$13.3M 9 4.51% Reduced
350
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$113M -$5.61M 3 1.26% Reduced