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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
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$44.1M +$103K 8 0.68% Increased
402
ARTA
A.R.T. Advisors
New York
$43.8M +$36.8M 30 2.61% Increased
403
VVP
Vulcan Value Partners
Alabama
$43.4M -$35.3M 1 0.39% Reduced
404
PPC
Park Presidio Capital
California
$43.2M +$4.53M 1 6.59% Increased
405
CIM
Calvert Investment Management
Maryland
$43.2M -$5.97M 14 1.61% Reduced
406
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$42.9M +$133K 5 1.6% Increased
407
QS Investors
QS Investors
New York
$42.7M -$13.2M 30 0.35% Reduced
408
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$42.7M -$31.6M 9 0.11% Reduced
409
USS Investment Management
USS Investment Management
United Kingdom
$41.9M +$7.6M 1 0.64% Increased
410
ALPS Advisors
ALPS Advisors
Colorado
$41.6M +$1.59M 10 0.31% Increased
411
Sentry Investments
Sentry Investments
Ontario, Canada
$41.6M -$3.11M 1 0.32% Reduced
412
KMC
Kirr Marbach & Co
Indiana
$41.5M -$2.83M 3 8.59% Reduced
413
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$41.5M +$6.57M 9 0.78% Increased
414
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$41.3M -$11.6M 5 2.41% Reduced
415
BA
Broadview Advisors
Wisconsin
$41.1M -$18.3M 3 5.49% Reduced
416
MSA
Mason Street Advisors
Wisconsin
$41M +$540K 29 1.11% Increased
417
BIM
Bogle Investment Management
Massachusetts
$40.8M +$3.63M 6 2.82% Increased
418
Chilton Investment Company
Chilton Investment Company
Connecticut
$40.5M -$14.7M 1 1.64% Reduced
419
CDH
Charles D. Hyman
$40.2M +$3.02M 3 5.66% Increased
420
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$40M +$10.1M 27 0.32% Increased
421
Country Trust Bank
Country Trust Bank
Illinois
$39.9M -$3.86M 3 2.03% Reduced
422
SH
SeaTown Holdings
Singapore
$39.6M +$15.6M 1 9.11% Increased
423
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$39.4M -$4.94M 13 0.52% Reduced
424
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$39.2M +$37M 5 2.01% New
425
Davenport & Co
Davenport & Co
Virginia
$38.9M +$24M 5 0.56% Increased