← 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
VHMC
Value Holdings Management Company
New York
$65.6M +$106K 5 21.19% Increased
352
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$65.6M -$4.58M 18 0.96% Reduced
353
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$65.6M +$11.7M 5 1.15% Increased
354
OAM
Oxford Asset Management
United Kingdom
$65.4M +$8.3M 27 1.25% Increased
355
CEP
Chicago Equity Partners
Illinois
$65.1M -$8.39M 14 2% Reduced
356
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$64.2M +$21.5M 4 1.85% Increased
357
TCM
Tygh Capital Management
Oregon
$64.2M +$1.2M 9 10.86% Increased
358
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$63.1M -$6.61M 7 0.36% Reduced
359
LCS
Levin Capital Strategies
New York
$63.1M +$13.8M 5 1.09% Increased
360
Baird Financial Group
Baird Financial Group
Wisconsin
$62.9M -$263K 14 0.43% Reduced
361
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$62.8M +$290K 40 1.02% Increased
362
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$62.1M -$861K 33 0.93% Reduced
363
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$62M +$925K 10 1.37% Increased
364
Samlyn Capital
Samlyn Capital
New York
$61.6M +$26.9M 2 1.44% Increased
365
FWSM
First Wilshire Securities Management
California
$61.1M -$6.35M 10 18.21% Reduced
366
QS Investors
QS Investors
New York
$61M -$26.1K 35 0.6% Reduced
367
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$61M +$2.46M 8 0.76% Increased
368
SAM
Scopus Asset Management
New York
$60.6M -$91M 6 0.56% Reduced
369
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$60.5M -$96.1K 51 0.56% Reduced
370
H
Hexavest
Quebec, Canada
$60.1M +$64.6M 2 0.78% Increased
371
SIM
Sadoff Investment Management
Wisconsin
$60.1M +$46.6K 2 5.19% Increased
372
Laurion Capital Management
Laurion Capital Management
New York
$59.9M -$11.8M 17 0.48% Reduced
373
PM
Pembroke Management
Quebec, Canada
$59.8M -$11.1M 4 6.11% Reduced
374
Williams Jones & Associates
Williams Jones & Associates
New York
$59.6M -$614K 4 1.31% Reduced
375
ICOM
Investment Counselors of Maryland
Maryland
$59.4M -$399K 7 2.77% Reduced