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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
DCM
Dupont Capital Management
Delaware
$48.9M +$14.8M 10 1.06% Increased
377
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$48.5M +$15.4M 4 2.41% Increased
378
Numeric Investors
Numeric Investors
Massachusetts
$47.9M -$1.86M 15 0.55% Reduced
379
AR
Advisory Research
Illinois
$47.8M -$32.9M 2 0.54% Reduced
380
MPMG
Minneapolis Portfolio Management Group
Minnesota
$47.6M -$1.05M 2 6.77% Reduced
381
BAPIM
British Airways Pensions Investment Management
United Kingdom
$47.4M +$6.71M 3 1.46% Increased
382
KeyBank National Association
KeyBank National Association
Ohio
$47.4M -$6.03M 17 0.32% Reduced
383
AC
Ascend Capital
California
$47.2M +$23.5M 2 1.55% Increased
384
Nordea Investment Management
Nordea Investment Management
Sweden
$46.9M +$431K 16 0.16% Increased
385
TA
Teton Advisors
New York
$46.8M +$967K 12 3.21% Increased
386
OAM
Oxford Asset Management
United Kingdom
$46.2M +$1.5M 7 1.25% Increased
387
Calamos Advisors
Calamos Advisors
Illinois
$46M +$16.9M 7 0.28% Increased
388
PCM
Penn Capital Management
Pennsylvania
$45.6M -$10.8M 5 1.88% Reduced
389
AMF Tjänstepension
AMF Tjänstepension
Sweden
$45M -$6.29M 2 0.62% Reduced
390
STB
S&T Bank
Pennsylvania
$44.8M +$2.23M 3 6.55% Increased
391
Confluence Investment Management
Confluence Investment Management
Missouri
$44.7M +$1.73M 1 1.63% Increased
392
NIM
NXG Investment Management
Texas
$44.3M -$11M 7 1.17% Reduced
393
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$44.2M -$4.11M 16 0.52% Reduced
394
Alyeska Investment Group
Alyeska Investment Group
Illinois
$44.2M -$15.7M 4 0.5% Reduced
395
SAM
Scopus Asset Management
New York
$44.1M -$45.2M 2 0.76% Reduced
396
B
BloombergSen
Ontario, Canada
$44M +$44.2M 1 2.24% New
397
CAM
Cortina Asset Management
Wisconsin
$43.7M -$2.97M 7 1.93% Reduced
398
VAM
Visium Asset Management
New York
$43.7M +$9.73M 17 0.62% Increased
399
LM
Luminus Management
Texas
$43.4M -$14.4M 3 1.42% Reduced
400
Voloridge Investment Management
Voloridge Investment Management
Florida
$43.4M +$31.6M 3 2.21% Increased