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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 Market
CIBC World Market
Ontario, Canada
$95.4M +$11.3M 16 0.31% Increased
352
WIM
Weitz Investment Management
Nebraska
$95M $0 2 3.98% Maintained
353
NC
Nitorum Capital
New York
$94.5M +$4.9M 2 4.49% Increased
354
Mariner
Mariner
Kansas
$94.2M +$29.9M 9 0.49% Increased
355
BRF
B. Riley Financial
California
$94.2M +$8.1M 2 11.92% Increased
356
ACB
Aristotle Capital Boston
Massachusetts
$94.1M +$2.17M 2 2.21% Increased
357
CDH
Charles D. Hyman
$93.7M +$1.18M 3 6.55% Increased
358
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$93.6M +$25.9K 3 0.98% Increased
359
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$93.4M -$16M 13 2.91% Reduced
360
Trillium Asset Management
Trillium Asset Management
Massachusetts
$93.1M +$459K 6 2.46% Increased
361
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$92.9M -$4.78M 5 2.18% Reduced
362
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$92.7M +$8.42M 37 0.17% Increased
363
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$92.7M -$16M 16 0.51% Reduced
364
Boston Trust Walden
Boston Trust Walden
Massachusetts
$92.4M -$258K 4 0.82% Reduced
365
RCM
Redwood Capital Management
New York
$91.2M -$6M 3 7% Reduced
366
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$90.9M -$833K 22 1.74% Reduced
367
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$90.6M +$509K 3 2.22% Increased
368
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$90.6M -$442K 2 1.23% Reduced
369
PIP
Permian Investment Partners
Texas
$90.6M +$2.28M 1 8.99% Increased
370
Eventide Asset Management
Eventide Asset Management
Massachusetts
$89.9M $0 1 1.19% Maintained
371
VVP
Vulcan Value Partners
Alabama
$88.6M -$206K 1 0.48% Reduced
372
D1 Capital Partners
D1 Capital Partners
New York
$88M +$93.1M 1 0.49% New
373
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$87.7M +$414K 27 0.43% Increased
374
ACM
Argent Capital Management
Missouri
$86.9M -$597K 2 2.75% Reduced
375
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$86.3M -$1.39M 31 0.87% Reduced