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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
401
AA
Antipodean Advisors
New York
$39.2M +$41.7M 1 4.11% New
402
TSU
TD Securities (USA)
New York
$39.1M +$40.6M 6 0.78% New
403
Cambiar Investors
Cambiar Investors
Colorado
$38.8M +$43.9M 1 0.63% New
404
LCM
Logan Capital Management
Pennsylvania
$38.8M +$44.8M 3 3.13% New
405
WAM
Water Asset Management
New York
$38.7M +$40.9M 2 26.54% New
406
GA
Geneva Advisors
Illinois
$38.7M +$39.7M 4 0.9% New
407
SSM
Sound Shore Management
Connecticut
$38.5M +$39.4M 1 0.75% New
408
Thomaspartners
Thomaspartners
Massachusetts
$38M +$35.9M 2 1.49% New
409
CRM
Cramer Rosenthal McGlynn
Connecticut
$37.7M +$38.2M 1 0.28% New
410
EBIM
Eagle Boston Investment Management
Massachusetts
$37.7M +$34.6M 2 2.51% New
411
Impax Asset Management (UK)
Impax Asset Management (UK)
United Kingdom
$37.5M +$41.5M 2 4.5% New
412
MCC
Mid Continent Capital
Illinois
$37.4M +$38.1M 2 2.73% New
413
CEP
Chicago Equity Partners
Illinois
$37.2M +$37.5M 8 1.16% New
414
Hermes Investment Management
Hermes Investment Management
United Kingdom
$37.2M +$39M 2 1.45% New
415
PGGM Investments
PGGM Investments
Netherlands
$37M +$39.3M 1 0.22% New
416
Mutual of America Capital Management
Mutual of America Capital Management
New York
$36.9M +$38.1M 17 1.09% New
417
LM
Luminus Management
Texas
$36.8M +$37.7M 7 3.07% New
418
SGAM
Smith Group Asset Management
Texas
$36.6M +$36.1M 8 1.58% New
419
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36.5M +$38.7M 5 1.14% New
420
TP
Theleme Partners
United Kingdom
$36.5M +$35.8M 1 2.89% New
421
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$36.3M +$37.7M 8 0.8% New
422
NC
Northpointe Capital
Michigan
$36.3M +$34.3M 6 4.19% New
423
HCM
Hahn Capital Management
California
$36.1M +$35.4M 2 7.11% New
424
RHBC
R.H. Bluestein & Co
Michigan
$35.9M +$37.4M 8 3.15% New
425
CL
Croft-Leominster
Maryland
$35.7M +$36.9M 6 5.23% New