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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
EARNEST Partners
EARNEST Partners
Georgia
$41.1M -$997K 4 0.42% Reduced
377
Natixis
Natixis
France
$40.7M +$40.6M 3 0.68% Increased
378
SAM
Shell Asset Management
Netherlands
$40.7M +$5.78M 19 0.96% Increased
379
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$40.1M +$19.4M 7 0.15% Increased
380
Vaughan David Investments
Vaughan David Investments
Illinois
$40M +$643K 2 2.4% Increased
381
WC
Walthausen & Co
New York
$39.9M +$5.36M 6 3.85% Increased
382
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$39.8M +$22.1M 4 2.28% Increased
383
TA
Teton Advisors
New York
$39.3M -$2.15M 10 3.5% Reduced
384
GW&K Investment Management
GW&K Investment Management
Massachusetts
$39.1M -$1.36M 2 0.92% Reduced
385
SH
SeaTown Holdings
Singapore
$38.9M +$11.2M 2 9.41% Increased
386
CIBC World Market
CIBC World Market
Ontario, Canada
$38.9M +$4.45M 13 0.2% Increased
387
Lazard Asset Management
Lazard Asset Management
New York
$38.9M -$4.3M 4 0.09% Reduced
388
AMF Tjänstepension
AMF Tjänstepension
Sweden
$38.8M +$2.47M 2 0.55% Increased
389
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$38.8M +$8.27M 6 2.05% Increased
390
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$37.9M -$10.6M 6 4.22% Reduced
391
KBC Group
KBC Group
Belgium
$37.4M -$5.09M 22 0.69% Reduced
392
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$37.3M +$2.87M 6 3.64% Increased
393
LIM
Lorem Ipsum Management
New York
$37.2M +$17.6M 3 13.16% Increased
394
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$36.5M -$542K 3 2.88% Reduced
395
KeyBank National Association
KeyBank National Association
Ohio
$36.2M -$2.1M 13 0.24% Reduced
396
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$36.2M +$2.28M 13 0.07% Increased
397
Axiom Investors
Axiom Investors
Connecticut
$36M +$1.77M 3 1.16% Increased
398
Mutual of America Capital Management
Mutual of America Capital Management
New York
$35.9M -$293K 20 0.81% Reduced
399
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$35.8M +$891K 10 0.62% Increased
400
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$35.6M +$1.46M 18 0.84% Increased