← 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
CC
Capital Counsel
New York
$67.7M -$2.74M 1 5.57% Reduced
352
Boston Trust Walden
Boston Trust Walden
Massachusetts
$67.6M -$154K 4 0.99% Reduced
353
WC
Walthausen & Co
New York
$67.5M +$15.9M 6 6.37% Increased
354
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$67.1M -$103M 41 0.89% Reduced
355
Beck Mack & Oliver
Beck Mack & Oliver
New York
$67.1M +$2.33M 3 2.2% Increased
356
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$66.9M +$47.5M 2 0.91% Increased
357
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$66.6M -$10M 18 1.47% Reduced
358
QS Investors
QS Investors
New York
$66.3M -$722K 40 0.62% Reduced
359
CII
Chapter IV Investors
North Carolina
$65.8M +$4.54M 2 39.28% Increased
360
Vident Investment Advisory
Vident Investment Advisory
Georgia
$64.9M +$8.17M 7 2.92% Increased
361
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$64.5M -$300K 8 0.82% Reduced
362
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$64M -$2.37M 3 3.87% Reduced
363
Squarepoint
Squarepoint
New York
$63.9M +$15M 36 1.11% Increased
364
FWSM
First Wilshire Securities Management
California
$63.8M -$2.7M 10 17.47% Reduced
365
Rockefeller Financial Services
Rockefeller Financial Services
New York
$63.8M +$5.83M 7 1.01% Increased
366
Driehaus Capital Management
Driehaus Capital Management
Illinois
$63.6M +$9.89M 15 2.41% Increased
367
Candriam SCA
Candriam SCA
Luxembourg
$63.5M +$10.2M 9 1.1% Increased
368
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$63.5M +$5.06M 7 1.23% Increased
369
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$62.5M -$186K 10 1.36% Reduced
370
SAM
Shell Asset Management
Netherlands
$62.3M +$1.24M 23 1.24% Increased
371
Curi RMB Capital
Curi RMB Capital
Illinois
$62M -$4.62M 12 1.61% Reduced
372
FG
Formula Growth
Quebec, Canada
$61.7M +$42.5M 4 8.12% Increased
373
Hosking Partners
Hosking Partners
United Kingdom
$61.5M +$4.41M 3 1.41% Increased
374
Envestnet Asset Management
Envestnet Asset Management
Illinois
$61.4M +$8.06M 42 0.14% Increased
375
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$61.4M +$3.75M 52 0.59% Increased