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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
Huntington National Bank
Huntington National Bank
Ohio
$60.4M -$3.97M 11 1.24% Reduced
352
ACM
Atlanta Capital Management
Georgia
$59.2M -$62.6K 1 0.43% Reduced
353
M&T Bank
M&T Bank
New York
$58.7M +$50.3M 23 0.38% Increased
354
MPMG
Minneapolis Portfolio Management Group
Minnesota
$58.7M -$618K 2 7.6% Reduced
355
RCM
Rutabaga Capital Management
Massachusetts
$58.6M +$21.4M 6 5.83% Increased
356
Nordea Investment Management
Nordea Investment Management
Sweden
$58.4M -$622K 13 0.23% Reduced
357
KCM
Kingdon Capital Management
New York
$58.4M +$11.5M 3 2.62% Increased
358
AC
Amici Capital
New York
$57.9M +$11.9M 1 1.92% Increased
359
TAM
THB Asset Management
Connecticut
$57.8M +$26.2M 10 3.99% Increased
360
GA
GRS Advisors
Illinois
$57.5M +$6.28M 1 3.55% Increased
361
RCM
Redwood Capital Management
New York
$57.5M +$7.07M 2 6.12% Increased
362
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$57.1M -$7.11M 3 2.79% Reduced
363
Aperio Group
Aperio Group
California
$57M +$2.51M 28 0.77% Increased
364
NIP
Nicholas Investment Partners
California
$56.7M +$3.62M 8 3.54% Increased
365
QS Batterymarch Financial Management
QS Batterymarch Financial Management
New York
$55.8M -$1.8M 14 1.48% Reduced
366
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$55.7M -$545K 30 0.51% Reduced
367
AP
Alydar Partners
Massachusetts
$55.2M -$18.6M 4 5.98% Reduced
368
Castleark Management
Castleark Management
Illinois
$55M -$11.5M 5 1.57% Reduced
369
CIM
Corbyn Investment Management
Maryland
$55M +$8.85K 3 10.03% Increased
370
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$53.8M +$15.5M 17 0.29% Increased
371
KeyBank National Association
KeyBank National Association
Ohio
$53.8M +$529K 20 0.37% Increased
372
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$53.6M +$11.6M 7 2.3% Increased
373
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$53.4M -$56M 3 0.8% Reduced
374
New Mountain Vantage Advisers
New Mountain Vantage Advisers
New York
$53.2M +$6.07M 1 2.31% Increased
375
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$53.2M -$1.78M 4 5.09% Reduced