← All themes

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
Wedge Capital Management
Wedge Capital Management
North Carolina
$65.3M +$5.8M 6 1.11% Increased
402
VVP
Vulcan Value Partners
Alabama
$65.1M +$34.7M 1 0.76% Increased
403
PineBridge Investments
PineBridge Investments
New York
$64.4M +$15.3M 15 0.83% Increased
404
ACM
Argent Capital Management
Missouri
$64.4M -$718K 3 2.53% Reduced
405
New York Life Investment Management
New York Life Investment Management
New York
$64.1M +$4.22M 25 0.78% Increased
406
Quadrature Capital
Quadrature Capital
United Kingdom
$63.4M +$27.9M 16 2.05% Increased
407
Colony Group
Colony Group
Massachusetts
$62.8M -$2.14M 8 1.11% Reduced
408
FP
Foundry Partners
Minnesota
$61.9M +$2.38M 8 3.9% Increased
409
IECM
Intrinsic Edge Capital Management
Illinois
$61.8M +$29.9M 9 6.74% Increased
410
RAA
RWC Asset Advisors
Florida
$61.5M -$6.97M 1 6.13% Reduced
411
RCM
Redwood Capital Management
New York
$61.3M -$16.5M 3 9.14% Reduced
412
Great Lakes Advisors
Great Lakes Advisors
Illinois
$61.2M +$39M 10 1.33% Increased
413
ACM
Alua Capital Management
New York
$61M $0 1 4.97% Maintained
414
SAM
Southernsun Asset Management
Tennessee
$61M +$669K 2 7.53% Increased
415
AIA
AGF Investments America
Ontario, Canada
$60.5M +$5.49M 5 22.32% Increased
416
MPMG
Minneapolis Portfolio Management Group
Minnesota
$60.4M -$729K 3 10.08% Reduced
417
MDSL
M.D. Sass LLC
New York
$60.4M -$10.7M 2 11.07% Reduced
418
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$60.4M +$810K 28 0.72% Increased
419
Chilton Investment Company
Chilton Investment Company
Connecticut
$59.9M -$11.9M 1 1.86% Reduced
420
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$59.6M +$64M 14 0.67% New
421
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$59.5M +$1.64M 22 0.78% Increased
422
Xponance
Xponance
Pennsylvania
$59.3M +$3.98M 21 1.14% Increased
423
Meitav Investment House
Meitav Investment House
Israel
$59.3M +$8.02M 5 1.04% Increased
424
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$58.5M +$3.99M 10 1.33% Increased
425
BCAM
Boston Common Asset Management
Massachusetts
$58M -$222K 5 3.04% Reduced