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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
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$44.2M +$5.53M 17 0.27% Increased
377
QS Investors
QS Investors
New York
$43.9M -$7.99M 35 0.57% Reduced
378
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$43.9M +$19.3M 16 0.32% Increased
379
II
INCA Investments
Florida
$43.9M +$770K 1 7.4% Increased
380
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$43.6M +$19.2M 19 1.68% Increased
381
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$43.5M -$10.2M 5 1.53% Reduced
382
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$43.4M -$3.47M 2 0.46% Reduced
383
Candriam SCA
Candriam SCA
Luxembourg
$42.9M +$2.33M 9 0.66% Increased
384
KMC
Kirr Marbach & Co
Indiana
$42.5M +$4.77M 4 11.79% Increased
385
CEP
Chicago Equity Partners
Illinois
$42.5M -$14.5M 12 1.72% Reduced
386
Williams Jones & Associates
Williams Jones & Associates
New York
$42.5M -$1.57M 4 1.15% Reduced
387
JLBC
J.L. Bainbridge & Co
Florida
$42.4M +$3.56M 1 7.38% Increased
388
GPGA
Grandeur Peak Global Advisors
Utah
$42.4M -$5.99M 2 5.44% Reduced
389
Squarepoint
Squarepoint
New York
$42.3M +$4.63M 25 0.49% Increased
390
NEI
Northwest & Ethical Investments
Ontario, Canada
$42M +$7.38M 4 2.49% Increased
391
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$41.8M -$2.08M 2 0.6% Reduced
392
OFM
Okumus Fund Management
Cayman Islands
$41.6M +$49.2M 2 7.84% New
393
PPC
Precision Path Capital
New York
$40.9M +$20.8M 2 17.55% Increased
394
ACM
Ashford Capital Management
Delaware
$40.9M +$6.89M 2 6.69% Increased
395
CIBC World Market
CIBC World Market
Ontario, Canada
$40.8M -$19.8M 12 0.21% Reduced
396
Saturna Capital
Saturna Capital
Washington
$40.8M $0 1 1.37% Maintained
397
Vaughan David Investments
Vaughan David Investments
Illinois
$40.7M +$2.47M 2 1.9% Increased
398
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$40.7M -$9.19M 2 1.64% Reduced
399
Vident Investment Advisory
Vident Investment Advisory
Georgia
$40.6M -$12M 10 2.27% Reduced
400
Laurion Capital Management
Laurion Capital Management
New York
$40.4M +$39M 10 0.71% Increased