← 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
TC
Towle & Co
Colorado
$69.4M +$13.4M 3 9.19% Increased
377
Vaughan David Investments
Vaughan David Investments
Illinois
$69.2M -$1.84M 3 2.38% Reduced
378
CAM
Cacti Asset Management
Georgia
$68.7M -$205K 1 6.74% Reduced
379
Hood River Capital Management
Hood River Capital Management
Florida
$68.4M +$3.51M 4 2.26% Increased
380
SIG
Senator Investment Group
New York
$68.1M -$24.6M 1 1.29% Reduced
381
USS Investment Management
USS Investment Management
United Kingdom
$68M +$5.61M 9 0.62% Increased
382
Driehaus Capital Management
Driehaus Capital Management
Illinois
$67.2M +$22.6M 10 1.09% Increased
383
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$66.9M -$9.05M 9 0.67% Reduced
384
Squarepoint
Squarepoint
New York
$65.6M +$25.5M 36 0.49% Increased
385
RiverFront Investment Group
RiverFront Investment Group
Virginia
$65.5M +$32.7M 1 1.44% Increased
386
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$65.4M +$30.5M 19 0.88% Increased
387
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$64.8M -$7.46M 17 0.68% Reduced
388
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$64.5M +$8.66M 32 0.91% Increased
389
IECM
Intrinsic Edge Capital Management
Illinois
$64.4M +$16.9M 7 4.77% Increased
390
Braun Stacey Associates
Braun Stacey Associates
New York
$64.2M +$5.84M 3 2.88% Increased
391
B
BP
United Kingdom
$63.9M -$2.16M 7 1.93% Reduced
392
CC
Cannell & Co
New York
$63M -$40.6M 5 2.09% Reduced
393
GIP
Granite Investment Partners
California
$62.4M -$4.61M 5 2.18% Reduced
394
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$62.1M -$2.21M 8 2.95% Reduced
395
SGCIA
Smith Graham & Co Investment Advisors
Texas
$61.7M -$5.11M 6 5.68% Reduced
396
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$61.3M +$7.11M 18 0.36% Increased
397
CAM
Cidel Asset Management
Ontario, Canada
$61.2M -$27.8M 3 3.45% Reduced
398
KeyBank National Association
KeyBank National Association
Ohio
$61.2M -$997K 14 0.3% Reduced
399
Colony Group
Colony Group
Massachusetts
$60.7M -$259K 8 1.4% Reduced
400
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$60.6M -$2.34M 43 0.91% Reduced