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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
Regions Financial Corp
Regions Financial Corp
Alabama
$177M -$4.69M 15 1.15% Reduced
377
John W. Bristol & Co
John W. Bristol & Co
New York
$177M -$36.5M 2 2.79% Reduced
378
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$176M +$12.2M 33 1.15% Increased
379
Antipodes Partners
Antipodes Partners
Australia
$176M +$125M 1 3.95% Increased
380
Sterling Capital Management
Sterling Capital Management
North Carolina
$175M -$17.2M 60 2.57% Reduced
381
Oberweis Asset Management
Oberweis Asset Management
Illinois
$175M -$5.99M 12 6.7% Reduced
382
Energy Income Partners
Energy Income Partners
Connecticut
$173M -$7.47M 3 3.33% Reduced
383
Empowered Funds
Empowered Funds
Pennsylvania
$172M +$871K 36 1.74% Increased
384
Munro Partners
Munro Partners
Australia
$169M +$116M 4 4.59% Increased
385
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$168M +$24.3M 6 3.12% Increased
386
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$168M +$10.6M 7 3.49% Increased
387
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$167M +$17.1M 31 1.01% Increased
388
AGF Management
AGF Management
Ontario, Canada
$166M -$44M 13 0.73% Reduced
389
Mediolanum International Funds
Mediolanum International Funds
Ireland
$166M +$30.3M 9 1.75% Increased
390
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$166M +$4.32M 28 1.06% Increased
391
MDSL
M.D. Sass LLC
New York
$166M -$50.9M 3 13.5% Reduced
392
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$165M +$10.4M 19 2.19% Increased
393
ARK Investment Management
ARK Investment Management
Florida
$165M +$53.2M 2 0.98% Increased
394
Todd Asset Management
Todd Asset Management
Kentucky
$165M -$7.84M 4 3.34% Reduced
395
BCM
Bornite Capital Management
New York
$165M +$11.1M 3 15.29% Increased
396
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$165M +$37.2M 8 1.62% Increased
397
Oppenheimer & Co
Oppenheimer & Co
New York
$164M -$1.64M 25 2% Reduced
398
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$164M -$12.7M 12 3.35% Reduced
399
Eventide Asset Management
Eventide Asset Management
Massachusetts
$163M +$5.8M 5 2.68% Increased
400
CCPM
Cooper Creek Partners Management
New York
$163M -$77.7M 4 4.99% Reduced