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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
Foresters Investment Management
Foresters Investment Management
New York
$54M +$2.26M 3 1.04% Increased
352
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$52.8M +$10M 19 1.03% Increased
353
AMF Tjänstepension
AMF Tjänstepension
Sweden
$52.4M -$954K 3 0.66% Reduced
354
MPMG
Minneapolis Portfolio Management Group
Minnesota
$51.9M -$3.93M 2 7.63% Reduced
355
UBS O'Connor
UBS O'Connor
Illinois
$51.8M +$23.7M 8 0.5% Increased
356
FC
Finepoint Capital
Massachusetts
$51.5M +$49.4M 1 17.27% New
357
CIM
Corbyn Investment Management
Maryland
$50.9M +$1.02M 3 11.39% Increased
358
KeyBank National Association
KeyBank National Association
Ohio
$50.9M -$2.39M 19 0.33% Reduced
359
Select Equity Group
Select Equity Group
New York
$50.7M -$4.45M 1 0.46% Reduced
360
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$50.5M -$4.88M 40 0.44% Reduced
361
PIM
Profit Investment Management
Maryland
$50.2M +$11.2M 3 2.69% Increased
362
SAM
Shell Asset Management
Netherlands
$49.8M +$8.44M 16 0.87% Increased
363
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$49.5M +$369K 6 5.11% Increased
364
M&T Bank
M&T Bank
New York
$49.2M -$2.14M 19 0.31% Reduced
365
Axiom Investors
Axiom Investors
Connecticut
$48.7M -$104M 1 1.32% Reduced
366
PP
PDT Partners
New York
$48.7M +$39.3M 25 1.21% Increased
367
First Pacific Advisors
First Pacific Advisors
California
$48.4M -$5.71M 2 0.4% Reduced
368
TA
Teton Advisors
New York
$48.3M -$806K 13 3.31% Reduced
369
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$48M -$38.3M 13 0.82% Reduced
370
CAM
Cortina Asset Management
Wisconsin
$47.9M -$17.1M 6 2.07% Reduced
371
WCP
Waterfront Capital Partners
New York
$47.9M +$26M 4 8.69% Increased
372
Marshall Wace
Marshall Wace
United Kingdom
$47.5M -$13.1M 8 0.62% Reduced
373
Numeric Investors
Numeric Investors
Massachusetts
$47.4M -$7.22M 9 0.58% Reduced
374
GMI
Greystone Managed Investments
Saskatchewan, Canada
$47M +$6.88M 1 1.06% Increased
375
Advisors Asset Management
Advisors Asset Management
Colorado
$46.7M +$7.35M 25 0.62% Increased