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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
QS Investors
QS Investors
New York
$41M -$22.3M 25 0.46% Reduced
402
BAPIM
British Airways Pensions Investment Management
United Kingdom
$40.8M +$25M 4 1.26% Increased
403
STB
S&T Bank
Pennsylvania
$40.4M +$6.42M 3 6.05% Increased
404
RHBC
R.H. Bluestein & Co
Michigan
$40.4M +$8.51M 10 2.44% Increased
405
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$40.1M +$1.86M 3 3.09% Increased
406
Castleark Management
Castleark Management
Illinois
$40M -$9.88M 3 0.97% Reduced
407
LCG
Luxor Capital Group
New York
$39.8M +$38M 2 0.64% New
408
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$39.8M +$18.7M 17 0.82% Increased
409
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$39.7M +$5.66M 6 1.38% Increased
410
SAM
Sentinel Asset Management
Vermont
$39.7M +$1.14M 4 0.86% Increased
411
AAM
ACK Asset Management
Connecticut
$39.7M -$2.21M 2 12.55% Reduced
412
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$39.6M +$17.7M 1 2.93% Increased
413
AIM
Atlantic Investment Management
New York
$39.5M +$15.8M 2 2.97% Increased
414
CRCP
Copper Rock Capital Partners
Massachusetts
$39.5M +$4.1M 2 3.23% Increased
415
FA
Friess Associates
Delaware
$39.2M -$12.6M 2 3.17% Reduced
416
GW&K Investment Management
GW&K Investment Management
Massachusetts
$39.1M +$7.85M 4 0.89% Increased
417
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$39.1M -$7.18M 5 0.12% Reduced
418
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$39M +$3.85M 4 3.03% Increased
419
VHMC
Value Holdings Management Company
New York
$38.9M +$1.12M 6 25.7% Increased
420
NCM
Narwhal Capital Management
Georgia
$38.9M +$153K 3 14.23% Increased
421
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$38.9M -$25.2M 7 0.14% Reduced
422
Envestnet Asset Management
Envestnet Asset Management
Illinois
$38.6M +$33.7M 21 0.2% Increased
423
RCM
Riverhead Capital Management
Delaware
$38.3M -$19.8M 10 0.58% Reduced
424
Robeco Schweiz
Robeco Schweiz
Switzerland
$38.2M +$13.7M 5 3% Increased
425
IAM
Impala Asset Management
Florida
$37.8M +$5.37M 2 0.86% Increased