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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
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$59.4M +$1.32M 3 3.63% Increased
377
Nomura Asset Management
Nomura Asset Management
Japan
$59.1M +$605K 8 0.61% Increased
378
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$59M +$8.92M 11 1.75% Increased
379
CRCP
Copper Rock Capital Partners
Massachusetts
$58.9M +$5.59M 3 3.39% Increased
380
Boston Trust Walden
Boston Trust Walden
Massachusetts
$58.7M -$6.19M 3 0.86% Reduced
381
Walleye Trading
Walleye Trading
New York
$57.9M +$35M 22 0.31% Increased
382
Capital Guardian Trust
Capital Guardian Trust
California
$57.9M -$7.37M 3 0.82% Reduced
383
NC
Nitorum Capital
New York
$57.6M +$11M 2 6.45% Increased
384
HCM
Highfields Capital Management
Massachusetts
$57.6M -$28.7M 1 0.63% Reduced
385
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$57.3M -$4.29M 13 0.7% Reduced
386
Norinchukin Bank
Norinchukin Bank
Japan
$57M +$9.89M 8 0.85% Increased
387
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$56.3M +$10.6M 2 0.6% Increased
388
TA
Teton Advisors
New York
$56.2M +$3.02M 10 5% Increased
389
GPGA
Grandeur Peak Global Advisors
Utah
$56.2M +$2.11M 2 5.77% Increased
390
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$56.1M -$9.71M 24 0.38% Reduced
391
JLBC
J.L. Bainbridge & Co
Florida
$55.8M +$61.8M 1 8.28% New
392
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$55.8M +$4.18M 14 0.42% Increased
393
Calamos Advisors
Calamos Advisors
Illinois
$55.4M +$7.12M 4 0.34% Increased
394
MPMG
Minneapolis Portfolio Management Group
Minnesota
$55.2M -$230K 2 7.28% Reduced
395
SPI
Santori & Peters Inc
Pennsylvania
$55.2M -$5.88M 1 48.54% Reduced
396
CAM
Cacti Asset Management
Georgia
$55M +$7.15K 1 4.44% Increased
397
CDH
Charles D. Hyman
$54.9M +$597K 3 6.17% Increased
398
MC
Maplelane Capital
New York
$54.9M -$22M 3 1.17% Reduced
399
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$54.8M +$7.2M 3 1.08% Increased
400
FA
Friess Associates
Delaware
$54.2M -$49.8M 5 4.28% Reduced