← 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
376
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$48.2M -$6.31M 10 0.38% Reduced
377
RHBC
R.H. Bluestein & Co
Michigan
$48.1M -$34.3M 12 3.14% Reduced
378
WBC
Westpac Banking Corp
Australia
$48M +$12.1M 12 0.45% Increased
379
ELC
Edgar Lomax Company
Virginia
$47.8M -$4.17M 1 3.07% Reduced
380
SCM
Scopia Capital Management
New York
$47.5M +$38M 1 0.9% Increased
381
Nordea Investment Management
Nordea Investment Management
Sweden
$47.5M +$6.55M 20 0.13% Increased
382
CIP
Champlain Investment Partners
Vermont
$47.2M +$11.7M 1 0.65% Increased
383
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$47.1M +$4.6M 20 0.35% Increased
384
HA
Heartland Advisors
Wisconsin
$46.6M -$25.7M 5 2.57% Reduced
385
STB
S&T Bank
Pennsylvania
$46.5M -$16.6M 3 7.46% Reduced
386
SWITC
Stewart West Indies Trading Company
Colorado
$46.2M $0 1 4.12% Maintained
387
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$46M -$5.75M 22 0.09% Reduced
388
CIBC World Market
CIBC World Market
Ontario, Canada
$45.9M -$45.9M 16 0.16% Reduced
389
CCM
Conatus Capital Management
Connecticut
$45.9M -$12.3M 1 3.37% Reduced
390
KeyBank National Association
KeyBank National Association
Ohio
$45.8M -$4.36M 14 0.29% Reduced
391
FTCM
Fir Tree Capital Management
New York
$45.8M +$5.05M 1 1.85% Increased
392
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$45.8M -$2.82M 1 0.42% Reduced
393
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$45.1M -$2.13M 31 1.02% Reduced
394
AAM
ACK Asset Management
Connecticut
$44.9M -$1.81M 3 13.21% Reduced
395
PCM
Penn Capital Management
Pennsylvania
$44.4M -$14.8M 5 2.79% Reduced
396
ProShare Advisors
ProShare Advisors
Maryland
$44.3M +$10.9M 29 0.49% Increased
397
NCM
Narwhal Capital Management
Georgia
$44.3M -$7.48M 2 13.33% Reduced
398
CAM
Cacti Asset Management
Georgia
$44.2M +$605K 1 4.17% Increased
399
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$44.2M -$57M 7 1.51% Reduced
400
SAM
Shell Asset Management
Netherlands
$44.1M -$8.46M 19 1.03% Reduced