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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
CIBC World Markets
CIBC World Markets
New York
$48.6M +$40.4M 4 0.92% Increased
352
QS Investors
QS Investors
New York
$48.5M -$3.94M 31 0.38% Reduced
353
Vaughan David Investments
Vaughan David Investments
Illinois
$48M +$572K 2 2.61% Increased
354
TA
Teton Advisors
New York
$47.9M -$585K 10 4.2% Reduced
355
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$47.6M +$420K 3 3.51% Increased
356
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$47.5M -$1.15M 1 0.44% Reduced
357
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$47.4M +$45M 3 1.24% New
358
NCM
Narwhal Capital Management
Georgia
$47.3M $0 1 14.82% Maintained
359
AAM
ACK Asset Management
Connecticut
$47M -$10.4M 3 14.23% Reduced
360
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$46.8M +$1.98M 18 0.42% Increased
361
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$46.8M -$5.83M 11 0.35% Reduced
362
SAM
Shell Asset Management
Netherlands
$46.5M -$3.99M 19 0.97% Reduced
363
Hosking Partners
Hosking Partners
United Kingdom
$46.1M +$867K 3 1.55% Increased
364
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$45.9M -$7.23M 5 2.99% Reduced
365
Advisors Asset Management
Advisors Asset Management
Colorado
$45.8M -$2.72M 24 0.75% Reduced
366
LM
Luminus Management
Texas
$45.7M +$1.91M 7 1.16% Increased
367
Envestnet Asset Management
Envestnet Asset Management
Illinois
$45.5M -$12.3M 35 0.18% Reduced
368
Chilton Investment Company
Chilton Investment Company
Connecticut
$45.5M -$11.1M 1 1.78% Reduced
369
KeyBank National Association
KeyBank National Association
Ohio
$45.1M -$3.28M 14 0.28% Reduced
370
Baird Financial Group
Baird Financial Group
Wisconsin
$44.8M +$590K 11 0.4% Increased
371
FA
Friess Associates
Delaware
$44.7M -$17.7M 5 4.33% Reduced
372
ABC
Anchor Bolt Capital
Illinois
$44.5M +$42.4M 3 1.37% New
373
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$44.5M +$67K 5 1.68% Increased
374
SWITC
Stewart West Indies Trading Company
Colorado
$44.3M $0 1 4.23% Maintained
375
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$44.2M +$9.66M 41 0.46% Increased