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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
Candriam SCA
Candriam SCA
Luxembourg
$55.1M +$58.2M 7 1.15% New
352
BA
Broadview Advisors
Wisconsin
$54.9M +$4.96M 4 5.58% Increased
353
M&T Bank
M&T Bank
New York
$54.7M -$855K 23 0.34% Reduced
354
MPMG
Minneapolis Portfolio Management Group
Minnesota
$54.5M -$2.65M 2 7.68% Reduced
355
First Pacific Advisors
First Pacific Advisors
California
$54.3M +$109K 2 0.43% Increased
356
ACM
Atlanta Capital Management
Georgia
$54M -$175K 1 0.37% Reduced
357
HT
HAP Trading
New York
$54M +$24.3M 6 2% Increased
358
Palisade Capital Management
Palisade Capital Management
New Jersey
$53.5M -$1.48M 6 1.29% Reduced
359
ProShare Advisors
ProShare Advisors
Maryland
$52.6M -$5.18M 26 0.61% Reduced
360
JIR
James Investment Research
Ohio
$52.2M +$22.8M 4 1.42% Increased
361
TAM
Third Avenue Management
New York
$52.1M -$48.6M 4 1.31% Reduced
362
CGM
Capital Growth Management
Massachusetts
$52M -$7.5M 1 1.43% Reduced
363
CIM
Corbyn Investment Management
Maryland
$51.8M +$3.43M 3 9.9% Increased
364
FA
Friess Associates
Delaware
$51.5M -$56.6M 3 4.15% Reduced
365
FP
FPR Partners
California
$51.4M $0 1 1.55% Maintained
366
GA
GRS Advisors
Illinois
$51.3M +$9.33M 1 3.88% Increased
367
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$51.3M -$9.5M 39 0.4% Reduced
368
TSU
TD Securities (USA)
New York
$51M +$3.51M 8 0.73% Increased
369
PFC
Poplar Forest Capital
California
$51M +$29.5M 1 4.23% Increased
370
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$50.9M +$3.92M 11 0.79% Increased
371
Select Equity Group
Select Equity Group
New York
$50.9M +$17.2M 2 0.48% Increased
372
ACP
Ashfield Capital Partners
California
$50.7M -$15.5M 5 2.45% Reduced
373
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$50.5M -$17.5M 6 4.98% Reduced
374
Calamos Advisors
Calamos Advisors
Illinois
$50.3M -$17.6M 7 0.33% Reduced
375
ARTA
A.R.T. Advisors
New York
$49.9M +$40.7M 29 1.86% Increased