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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
ProShare Advisors
ProShare Advisors
Maryland
$48.8M +$4.02M 24 0.45% Increased
402
SCM
Stevens Capital Management
Pennsylvania
$48.8M -$16M 11 1.82% Reduced
403
Driehaus Capital Management
Driehaus Capital Management
Illinois
$48.6M +$26.8M 11 1.89% Increased
404
CIBC World Market
CIBC World Market
Ontario, Canada
$48.5M +$8.04M 9 0.23% Increased
405
Jefferies Group
Jefferies Group
New York
$48.5M -$8.4M 16 0.32% Reduced
406
MSA
Mason Street Advisors
Wisconsin
$48.3M +$609K 29 1.15% Increased
407
CDH
Charles D. Hyman
$47.9M -$358K 3 5.95% Reduced
408
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$47.8M -$6.04M 7 0.83% Reduced
409
WC
Walthausen & Co
New York
$47.5M +$231K 5 4.43% Increased
410
SIM
Stelliam Investment Management
New York
$47.4M +$7.37M 1 1.45% Increased
411
DnB Asset Management
DnB Asset Management
Norway
$47.4M +$28.4M 5 0.63% Increased
412
Saturna Capital
Saturna Capital
Washington
$47.4M -$457K 1 1.53% Reduced
413
Caxton Associates (New York)
Caxton Associates (New York)
New York
$47.3M -$21.4M 9 1.69% Reduced
414
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$47.2M +$13M 3 1.59% Increased
415
PCM
Pennant Capital Management
New Jersey
$47.2M -$2.22M 1 2.9% Reduced
416
MP
Makaira Partners
California
$47.1M -$287K 1 6.11% Reduced
417
Ariel Investments
Ariel Investments
Illinois
$46.9M +$8.12M 1 0.55% Increased
418
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$46.8M +$2.56M 51 0.51% Increased
419
Envestnet Asset Management
Envestnet Asset Management
Illinois
$46.7M -$9.66M 41 0.11% Reduced
420
SIM
Sprucegrove Investment Management
Ontario, Canada
$46.6M -$672K 3 2.62% Reduced
421
SC
Shellback Capital
Massachusetts
$46.5M +$40M 1 4.2% New
422
USS Investment Management
USS Investment Management
United Kingdom
$46M -$3.43M 1 0.36% Reduced
423
Candriam SCA
Candriam SCA
Luxembourg
$45.9M +$2.22M 8 0.8% Increased
424
TCM
Tributary Capital Management
Nebraska
$45.9M +$1.48M 6 3.94% Increased
425
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$45.5M +$15.9M 6 1.24% Increased