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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
351
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$53.8M -$1.99M 24 0.55% Reduced
352
PC
Passport Capital
California
$53.7M +$56.1M 2 1.74% Increased
353
Pzena Investment Management
Pzena Investment Management
New York
$53.4M +$15.5M 3 0.34% Increased
354
BPM
Bronson Point Management
Connecticut
$53.1M +$15.6M 3 3.88% Increased
355
MWP
MYCIO Wealth Partners
Pennsylvania
$52.7M -$7.34M 5 14.33% Reduced
356
HEIP
Hudson Edge Investment Partners
New Jersey
$52.1M +$21M 2 2.16% Increased
357
PTC
Provident Trust Company
Wisconsin
$51.9M +$671K 1 3.72% Increased
358
Natixis Advisors
Natixis Advisors
Massachusetts
$51M -$10.8M 16 0.94% Reduced
359
FMA
Fiduciary Management Associates
Illinois
$51M -$12.2M 7 3.69% Reduced
360
SCM
Sandler Capital Management
New York
$50.8M -$5M 3 1.61% Reduced
361
Korea Investment Corp
Korea Investment Corp
South Korea
$50.8M -$11.8M 6 0.54% Reduced
362
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$50.7M -$5.4M 1 0.93% Reduced
363
GIG
Goodnow Investment Group
Connecticut
$50.6M +$10.6M 2 8.23% Increased
364
Natixis
Natixis
France
$50.6M -$1.11M 6 0.54% Reduced
365
ACP
Ashfield Capital Partners
California
$50.2M -$6.91M 5 2.6% Reduced
366
LBG
Lloyds Banking Group
United Kingdom
$50.1M +$1.59M 8 0.51% Increased
367
Tocqueville Asset Management
Tocqueville Asset Management
New York
$49.9M -$13.3M 12 0.62% Reduced
368
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$48.8M +$17.1M 5 0.25% Increased
369
PIMC
Praesidium Investment Management Company
New York
$48.5M -$1.78M 1 4.05% Reduced
370
Wedge Capital Management
Wedge Capital Management
North Carolina
$48.4M +$6.95M 8 0.56% Increased
371
CCM
Century Capital Management
Massachusetts
$48.3M -$7.19M 3 2.01% Reduced
372
SAM
Sentinel Asset Management
Vermont
$48.1M -$95.7K 4 1.01% Reduced
373
Great Lakes Advisors
Great Lakes Advisors
Illinois
$47.7M +$1.97M 3 2.14% Increased
374
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$47.7M +$7.5M 15 0.21% Increased
375
PCM
Perritt Capital Management
Illinois
$47.4M -$214K 12 9.25% Reduced