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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
M&T Bank
M&T Bank
New York
$74.3M -$2.49M 17 0.33% Reduced
402
BCAM
Boston Common Asset Management
Massachusetts
$73.2M +$10.8M 5 3.17% Increased
403
E
Ergoteles
New York
$72.8M +$45.4M 14 2.67% Increased
404
Erste Asset Management
Erste Asset Management
Austria
$72.4M +$2.2M 6 1.43% Increased
405
SAM
Sandbar Asset Management
United Kingdom
$72.2M +$4.35M 4 7.85% Increased
406
Chilton Investment Company
Chilton Investment Company
Connecticut
$71.9M +$18.8M 1 1.78% Increased
407
Första AP-fonden
Första AP-fonden
Sweden
$71M +$14.1M 7 0.8% Increased
408
WBC
Westpac Banking Corp
Australia
$70.4M -$4.55M 9 0.75% Reduced
409
Vident Investment Advisory
Vident Investment Advisory
Georgia
$70.1M -$4.83M 17 2.12% Reduced
410
Homestead Advisers
Homestead Advisers
Virginia
$69.2M +$1.32M 7 1.68% Increased
411
BAM
Barrett Asset Management
New York
$68.9M -$643K 5 3.16% Reduced
412
UMB Bank
UMB Bank
Missouri
$68.6M +$1.57M 5 1.54% Increased
413
Gates Capital Management
Gates Capital Management
New York
$67.8M -$82.6M 2 1.87% Reduced
414
KeyBank National Association
KeyBank National Association
Ohio
$67.2M -$484K 17 0.29% Reduced
415
TCIM
TOMS Capital Investment Management
New York
$67.1M +$67.6M 1 3.86% New
416
Wedge Capital Management
Wedge Capital Management
North Carolina
$67.1M -$964K 5 0.87% Reduced
417
Braun Stacey Associates
Braun Stacey Associates
New York
$67M -$3.32M 5 2.68% Reduced
418
GACM
Global Alpha Capital Management
Quebec, Canada
$65M -$7.73M 3 7.22% Reduced
419
WRBC
W.R. Berkley Corp
Connecticut
$64.5M +$39.7M 1 4.34% Increased
420
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$64.4M +$967K 9 1.23% Increased
421
Bartlett & Co
Bartlett & Co
Ohio
$64.2M +$967K 9 1.22% Increased
422
AG
Ashmore Group
United Kingdom
$63.9M +$25M 1 8.27% Increased
423
WI
Wafra Inc
New York
$63.8M -$14.7M 3 2.34% Reduced
424
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$63.4M -$404K 8 2.67% Reduced
425
AIA
AGF Investments America
Ontario, Canada
$63.3M +$9.57M 4 13.19% Increased