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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
376
LOAMU
Lombard Odier Asset Management (USA)
New York
$43M +$45M 2 2.41% New
377
PIM
Profit Investment Management
Maryland
$42.8M +$44.7M 3 2.07% New
378
Fisher Asset Management
Fisher Asset Management
Washington
$42.8M +$45.4M 4 0.11% New
379
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$42.8M +$43.3M 23 0.74% New
380
BPM
Bronson Point Management
Connecticut
$42.7M +$42.2M 3 3.87% New
381
ProShare Advisors
ProShare Advisors
Maryland
$42.6M +$43.6M 35 0.84% New
382
DCM
Dupont Capital Management
Delaware
$42.6M +$43M 8 0.8% New
383
Acadian Asset Management
Acadian Asset Management
Massachusetts
$42.3M +$44.2M 12 0.29% New
384
PCM
Perritt Capital Management
Illinois
$42.2M +$40.2M 12 9.48% New
385
PineBridge Investments
PineBridge Investments
New York
$42M +$43.7M 15 1.33% New
386
CC
Carlson Capital
Texas
$41.9M +$43.8M 3 0.5% New
387
LPL Financial
LPL Financial
California
$41.6M +$43.3M 17 0.3% New
388
BCMNY
Buckingham Capital Management (New York)
New York
$41.5M +$42.1M 4 3.94% New
389
LCS
Levin Capital Strategies
New York
$41.4M +$41.9M 5 0.74% New
390
SEI Trust Company
SEI Trust Company
Pennsylvania
$41.2M +$41.9M 21 0.5% New
391
City National Bank
City National Bank
Delaware
$41.1M +$42M 6 0.77% New
392
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$41M +$42.3M 8 0.85% New
393
OAM
Oxford Asset Management
United Kingdom
$40.9M +$40.5M 14 1.11% New
394
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$40.7M +$42.1M 7 1% New
395
GIG
Goodnow Investment Group
Connecticut
$40.7M +$41.4M 2 7.38% New
396
CIM
Corbyn Investment Management
Maryland
$40.6M +$38.1M 3 8.08% New
397
Capital International Sarl
Capital International Sarl
California
$40.2M +$42.4M 2 2.83% New
398
TCM
Tetrem Capital Management
Manitoba, Canada
$39.9M +$40.8M 1 1.33% New
399
UBS O'Connor
UBS O'Connor
Illinois
$39.8M +$41.4M 6 0.75% New
400
MDSL
M.D. Sass LLC
New York
$39.6M +$38.9M 1 3.25% New