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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
Energy Income Partners
Energy Income Partners
Connecticut
$113M +$5.99M 3 2.52% Increased
402
QRG Capital Management
QRG Capital Management
Illinois
$113M +$6.64M 15 1.34% Increased
403
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$113M +$34.4M 19 0.71% Increased
404
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$112M +$1.03M 6 1.26% Increased
405
ACM
Argent Capital Management
Missouri
$111M -$399K 4 3.27% Reduced
406
Engineers Gate Manager
Engineers Gate Manager
New York
$111M +$40.5M 35 2.51% Increased
407
Trillium Asset Management
Trillium Asset Management
Massachusetts
$111M -$7.2M 7 2.81% Reduced
408
Moran Wealth Management
Moran Wealth Management
Florida
$111M +$5.35M 13 3.64% Increased
409
Soros Fund Management
Soros Fund Management
New York
$110M +$317K 4 1.97% Increased
410
Algert Global
Algert Global
California
$110M +$14.5M 33 3.65% Increased
411
MDSL
M.D. Sass LLC
New York
$110M +$34.5M 2 7.87% Increased
412
Commerce Bank
Commerce Bank
Missouri
$109M +$1.58M 16 0.7% Increased
413
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$109M +$74.5M 1 1.05% Increased
414
LA
Legacy Advisors
Pennsylvania
$108M -$18.5M 3 13.13% Reduced
415
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$108M -$8.44M 9 0.7% Reduced
416
ZP
Zimmer Partners
New York
$107M +$81.4M 6 1.96% Increased
417
IP
Interval Partners
New York
$106M -$72.3M 4 2.32% Reduced
418
First Pacific Advisors
First Pacific Advisors
California
$106M -$14.9M 2 1.43% Reduced
419
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$105M +$1.86M 9 1.3% Increased
420
PPC
Park Presidio Capital
California
$104M -$16.2M 2 25.46% Reduced
421
Trexquant Investment
Trexquant Investment
Connecticut
$102M +$23.2M 24 1.56% Increased
422
Regions Financial Corp
Regions Financial Corp
Alabama
$102M -$3.68M 12 0.77% Reduced
423
WTA
Washington Trust Advisors
Massachusetts
$101M -$2.89M 9 9.31% Reduced
424
FMI
F/M Investments
District of Columbia
$101M +$103M 12 3.65% Increased
425
NewEdge Advisors
NewEdge Advisors
Louisiana
$101M +$8.4M 47 0.73% Increased