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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
$55.3M -$868K 4 3.15% Reduced
377
ORIO
Old Republic International (ORI)
Illinois
$54.9M +$22.4M 1 1.47% Increased
378
IECM
Intrinsic Edge Capital Management
Illinois
$54.5M -$1.62M 9 6.09% Reduced
379
Winton Group
Winton Group
United Kingdom
$54M +$13.9M 19 0.64% Increased
380
SH
SeaTown Holdings
Singapore
$53.9M +$31.8M 3 7.19% Increased
381
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$53.7M -$10.7M 13 1.58% Reduced
382
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$52.8M -$4.18M 8 1% Reduced
383
PineBridge Investments
PineBridge Investments
New York
$52.7M +$9.94M 19 0.85% Increased
384
SIM
Sprucegrove Investment Management
Ontario, Canada
$52.6M -$157K 3 3.27% Reduced
385
Glenview Capital Management
Glenview Capital Management
New York
$52.1M $0 1 0.55% Maintained
386
Fred Alger Management
Fred Alger Management
New York
$51.9M -$132M 5 0.2% Reduced
387
VM
Valinor Management
New York
$51.8M +$48.9M 1 3.5% New
388
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$51.5M -$554K 16 0.58% Reduced
389
GTP
Global Thematic Partners
New York
$51.2M -$14.9M 1 3.56% Reduced
390
Viking Global Investors
Viking Global Investors
Connecticut
$51M +$49.6M 1 0.27% New
391
PGEBT
Pactiv General Employee Benefit Trust
Illinois
$50.7M +$4.94M 1 4.89% Increased
392
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$50.7M -$5.67M 15 0.48% Reduced
393
Jane Street
Jane Street
New York
$50.7M -$21.7M 27 0.08% Reduced
394
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$50.6M +$1.65M 14 0.06% Increased
395
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$50.4M +$19.3M 4 1.14% Increased
396
MWP
MYCIO Wealth Partners
Pennsylvania
$50.3M -$2.7K 1 3.73% Reduced
397
Great Lakes Advisors
Great Lakes Advisors
Illinois
$50.2M +$14.9M 8 1.1% Increased
398
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$49.9M -$457K 10 0.91% Reduced
399
Ancora Advisors
Ancora Advisors
Ohio
$49.9M +$27.8M 14 2.18% Increased
400
Bridgewater Associates
Bridgewater Associates
Connecticut
$49.1M +$18.2M 5 0.43% Increased