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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
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$37.7M +$34M 1 2.44% New
427
ICM
IronBridge Capital Management
Illinois
$37.6M +$7.97M 5 1.05% Increased
428
Manning & Napier Advisors
Manning & Napier Advisors
New York
$37.6M -$10.4M 3 0.17% Reduced
429
CIBC World Market
CIBC World Market
Ontario, Canada
$37.6M -$213K 12 0.14% Reduced
430
PineBridge Investments
PineBridge Investments
New York
$37.3M -$1.12M 19 1.41% Reduced
431
ICOM
Investment Counselors of Maryland
Maryland
$37.1M +$7.84M 4 1.8% Increased
432
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$37.1M -$963K 18 0.87% Reduced
433
EBIM
Eagle Boston Investment Management
Massachusetts
$37M -$13.5M 3 2.44% Reduced
434
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$36.8M +$475K 10 0.8% Increased
435
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$36.8M +$734K 4 2.03% Increased
436
RHBC
R.H. Bluestein & Co
Michigan
$36.4M -$227K 10 2.28% Reduced
437
HHC
Hutchin Hill Capital
New York
$36.4M -$37.7M 12 1.3% Reduced
438
Oppenheimer & Co
Oppenheimer & Co
New York
$36.3M -$2.63M 14 1.04% Reduced
439
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$36.2M -$15.4M 2 0.53% Reduced
440
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$36M +$613K 17 0.53% Increased
441
GL
GLG LLC
New York
$35.8M -$28.1M 8 1.07% Reduced
442
SIC
Schwartz Investment Counsel
Michigan
$35.7M -$791K 4 2.37% Reduced
443
M2MC
Matthew 25 Management Corp
Pennsylvania
$35.7M +$5.6M 1 4.12% Increased
444
AH
Achievement Holdings
Illinois
$35.6M +$38.9M 4 1.04% New
445
Lazard Asset Management
Lazard Asset Management
New York
$35.4M -$2.62M 7 0.08% Reduced
446
CAM
Capstone Asset Management
Texas
$35.2M +$4.25M 29 1.02% Increased
447
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$35.2M -$1.29M 10 0.69% Reduced
448
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$35.1M +$537K 3 3.13% Increased
449
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$34.9M +$310K 5 0.7% Increased
450
AAM
ACK Asset Management
Connecticut
$34.9M -$11.9M 2 12.57% Reduced