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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
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$45.4M +$24.7M 4 2.88% Increased
402
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$45.4M +$1.03M 8 0.79% Increased
403
CBOA
Commonwealth Bank of Australia
Australia
$45.1M +$4.03M 20 0.43% Increased
404
BBCM
Broad Bay Capital Management
New York
$44.9M +$9.31M 2 22.39% Increased
405
Baird Financial Group
Baird Financial Group
Wisconsin
$44.8M +$5.75M 12 0.26% Increased
406
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$44.8M +$12.9M 5 0.98% Increased
407
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$44.8M +$1.26M 3 1.56% Increased
408
SAM
Shell Asset Management
Netherlands
$44.8M +$109K 24 0.99% Increased
409
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$44.7M -$8.74M 2 0.6% Reduced
410
SIM
Sprucegrove Investment Management
Ontario, Canada
$44.7M -$669K 3 2.99% Reduced
411
TA
Teton Advisors
New York
$44.5M -$114K 10 4.4% Reduced
412
M&T Bank
M&T Bank
New York
$43.9M +$942K 18 0.23% Increased
413
Vaughan David Investments
Vaughan David Investments
Illinois
$43.9M +$273K 2 1.85% Increased
414
BGI
BlueDrive Global Investors
United Kingdom
$43.8M $0 1 14.59% Maintained
415
SPI
Santori & Peters Inc
Pennsylvania
$43.8M +$2.22M 1 36.5% Increased
416
ING Group
ING Group
Netherlands
$43.5M +$9.85M 15 0.94% Increased
417
Vident Investment Advisory
Vident Investment Advisory
Georgia
$43.4M -$2.88M 8 2.34% Reduced
418
TI
TT International
United Kingdom
$43.2M -$23.6M 1 4.55% Reduced
419
TCM
Tygh Capital Management
Oregon
$43.1M -$421K 7 7.58% Reduced
420
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$42.8M +$17.1M 10 0.3% Increased
421
DCM
Dupont Capital Management
Delaware
$42.7M -$2.03M 17 0.98% Reduced
422
CHCM
Columbus Hill Capital Management
New Jersey
$42.7M +$46.2M 1 3.88% New
423
HA
Heartland Advisors
Wisconsin
$42.7M +$7.73M 4 3.15% Increased
424
EIP
Easterly Investment Partners
Massachusetts
$42.4M +$41.5M 1 1.02% New
425
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$42.3M -$19M 7 0.33% Reduced