← All themes

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
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$56.2M -$43.2M 3 0.76% Reduced
352
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$56M +$24.1M 8 0.42% Increased
353
ICOM
Investment Counselors of Maryland
Maryland
$55.7M +$11M 8 2.59% Increased
354
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$55.7M -$3.82M 1 1.13% Reduced
355
FA
Friess Associates
Delaware
$55.6M +$16.7M 5 4.65% Increased
356
FWSM
First Wilshire Securities Management
California
$55M -$4.91M 6 12.37% Reduced
357
BA
Broadview Advisors
Wisconsin
$54.9M -$8.1M 5 5.79% Reduced
358
Castleark Management
Castleark Management
Illinois
$53.7M +$13M 6 1.44% Increased
359
CIM
Corbyn Investment Management
Maryland
$53.3M +$173K 3 11.66% Increased
360
TSU
TD Securities (USA)
New York
$53.1M +$5.8M 8 0.72% Increased
361
Eventide Asset Management
Eventide Asset Management
Massachusetts
$52.7M +$13.2M 3 2.85% Increased
362
WC
Weatherbie Capital
Massachusetts
$51.9M +$30.1M 3 5.27% Increased
363
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$51.9M +$5.36M 14 0.79% Increased
364
HCM
Huber Capital Management
California
$51.7M -$1.05M 3 1.5% Reduced
365
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$51.6M +$56.2M 1 0.47% New
366
SAM
Shell Asset Management
Netherlands
$51.2M -$645K 17 1.03% Reduced
367
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$50.5M -$2.32M 39 0.44% Reduced
368
Advisors Asset Management
Advisors Asset Management
Colorado
$50.1M +$2.2M 25 0.69% Increased
369
FP
FPR Partners
California
$49.7M -$13.9M 1 1.27% Reduced
370
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$49.7M +$2.69M 7 5.13% Increased
371
Vaughan David Investments
Vaughan David Investments
Illinois
$49.5M +$3.19K 2 2.93% Increased
372
Polar Capital
Polar Capital
United Kingdom
$49.4M +$205K 1 0.95% Increased
373
M&T Bank
M&T Bank
New York
$49.4M -$1.32M 20 0.3% Reduced
374
National Pension Service
National Pension Service
South Korea
$49.3M +$7.17M 5 0.64% Increased
375
PEAK6 Group
PEAK6 Group
Illinois
$49.3M +$26.2M 15 0.29% Increased