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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
426
Geneva Capital Management
Geneva Capital Management
Wisconsin
$220M -$45.6M 5 5.04% Reduced
427
Pinnacle Associates
Pinnacle Associates
New York
$220M -$1.67M 20 2.4% Reduced
428
Sarasin & Partners
Sarasin & Partners
United Kingdom
$219M -$26.7M 3 2.56% Reduced
429
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$218M +$44.1M 4 1.48% Increased
430
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$218M -$11.1M 21 1.89% Reduced
431
VHMC
Value Holdings Management Company
New York
$218M +$4.5M 7 36.47% Increased
432
SAM
Scopus Asset Management
New York
$216M +$37.4M 9 3.04% Increased
433
Oberweis Asset Management
Oberweis Asset Management
Illinois
$216M -$6.5M 8 4.46% Reduced
434
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$214M +$65.9M 25 1.38% Increased
435
Cannell & Spears
Cannell & Spears
New York
$213M -$30.5M 11 3.8% Reduced
436
QRG Capital Management
QRG Capital Management
Illinois
$212M +$12.1M 26 1.74% Increased
437
Tocqueville Asset Management
Tocqueville Asset Management
New York
$211M -$2.05M 9 2.79% Reduced
438
J. Safra Sarasin Holding
J. Safra Sarasin Holding
$210M +$64M 18 3.01% Increased
439
Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel
California
$210M +$6.39M 6 14.35% Increased
440
Midwest Trust
Midwest Trust
Kansas
$208M -$10.6M 11 2.36% Reduced
441
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$208M -$2.17M 17 0.92% Reduced
442
Pacer Advisors
Pacer Advisors
Pennsylvania
$207M +$25M 31 0.53% Increased
443
BDT Capital Partners
BDT Capital Partners
Illinois
$207M $0 1 4.76% Maintained
444
Lido Advisors
Lido Advisors
California
$207M -$99.3K 25 0.56% Reduced
445
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$205M +$86.1M 8 7.21% Increased
446
Waverly Advisors
Waverly Advisors
Alabama
$203M +$36.2M 24 1.18% Increased
447
UniSuper Management
UniSuper Management
Australia
$203M +$8.5M 13 1.05% Increased
448
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$203M -$23.4M 20 2.01% Reduced
449
USS Investment Management
USS Investment Management
United Kingdom
$203M +$33.9M 16 0.73% Increased
450
Whittier Trust
Whittier Trust
California
$203M +$18M 25 1.99% Increased