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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
DnB Asset Management
DnB Asset Management
Norway
$60.9M +$7.1M 6 0.73% Increased
377
ICOM
Investment Counselors of Maryland
Maryland
$60.8M -$5.96M 7 3.01% Reduced
378
AIM
Assured Investment Management
New York
$60.4M -$2.44M 9 1.22% Reduced
379
Ariel Investments
Ariel Investments
Illinois
$60.4M +$2.49M 1 0.68% Increased
380
MWP
MYCIO Wealth Partners
Pennsylvania
$60.2M $0 1 6.5% Maintained
381
SG Americas Securities
SG Americas Securities
New York
$60.2M -$41.1M 32 0.56% Reduced
382
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$60M -$30.5M 8 0.42% Reduced
383
Foresters Investment Management
Foresters Investment Management
New York
$60M +$10.7M 6 0.94% Increased
384
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$60M +$3.99M 2 1.52% Increased
385
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$59.5M -$45.1M 6 0.55% Reduced
386
GA
Greenhaven Associates
New York
$59.4M -$249K 1 0.9% Reduced
387
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$59.3M -$27.2M 13 0.61% Reduced
388
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$59.2M -$5.23M 7 1.82% Reduced
389
CRCP
Copper Rock Capital Partners
Massachusetts
$58.6M -$25.6M 2 3.65% Reduced
390
VHMC
Value Holdings Management Company
New York
$58.6M -$1.13M 4 20.53% Reduced
391
KeyBank National Association
KeyBank National Association
Ohio
$58.5M -$3.32M 13 0.34% Reduced
392
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$58.4M +$8.36M 8 0.89% Increased
393
CDH
Charles D. Hyman
$58.3M +$859K 3 6.7% Increased
394
CAM
Cacti Asset Management
Georgia
$56.5M +$22.7K 1 4.57% Increased
395
AP
Altarock Partners
Florida
$55.9M $0 1 7.34% Maintained
396
Saturna Capital
Saturna Capital
Washington
$55.8M $0 1 1.71% Maintained
397
MSA
Mason Street Advisors
Wisconsin
$55.6M +$12.3K 29 1.25% Increased
398
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$55.4M +$1.67M 12 0.43% Increased
399
Hancock Whitney
Hancock Whitney
Mississippi
$55.1M -$21.6M 11 2.28% Reduced
400
PPC
Park Presidio Capital
California
$55M +$10.3M 1 8.53% Increased