← 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
426
KMC
Kirr Marbach & Co
Indiana
$32.3M -$68.3K 3 6.55% Reduced
427
Fred Alger Management
Fred Alger Management
New York
$32.3M -$40.4M 7 0.16% Reduced
428
Asset Management One
Asset Management One
Japan
$32.1M +$1.55M 20 0.47% Increased
429
Jefferies Group
Jefferies Group
New York
$32M +$288K 12 0.18% Increased
430
VDBMI
Van Den Berg Management I
Texas
$31.8M -$1.05M 4 4.19% Reduced
431
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$31.8M -$13.1M 2 1.35% Reduced
432
Trillium Asset Management
Trillium Asset Management
Massachusetts
$31.7M -$124K 3 2.11% Reduced
433
ACM
Ashford Capital Management
Delaware
$31.7M -$83.5K 2 7.52% Reduced
434
Palisade Capital Management
Palisade Capital Management
New Jersey
$31.6M -$843K 5 1.03% Reduced
435
Huntington National Bank
Huntington National Bank
Ohio
$31.6M +$3.91M 24 0.77% Increased
436
BRC
Blue Ridge Capital
New York
$31.4M +$28.6M 1 0.38% New
437
CG
Clinton Group
New York
$31.2M +$14.4M 12 1.87% Increased
438
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$31.1M +$7.98M 11 0.36% Increased
439
SAM
Skyline Asset Management
Illinois
$30.9M -$5.01M 1 2.19% Reduced
440
EA
Euclid Advisors
Connecticut
$30.8M -$15.7M 8 1.17% Reduced
441
CRCP
Copper Rock Capital Partners
Massachusetts
$30.4M -$133K 1 2.61% Reduced
442
NEI
Northwest & Ethical Investments
Ontario, Canada
$30.4M -$4.68M 3 2.05% Reduced
443
GMI
Greystone Managed Investments
Saskatchewan, Canada
$30.3M +$191K 1 1.14% Increased
444
MCL
MIK Capital LLC
New York
$30.2M +$25.1M 1 6.16% New
445
CIBC World Market
CIBC World Market
Ontario, Canada
$30.2M -$8.66M 12 0.14% Reduced
446
CDH
Charles D. Hyman
$30.2M +$291K 3 4.77% Increased
447
CIM
Corbyn Investment Management
Maryland
$30.1M -$1.8M 2 9.47% Reduced
448
Virginia Retirement System
Virginia Retirement System
Virginia
$30.1M +$28.6M 14 0.44% New
449
Norinchukin Bank
Norinchukin Bank
Japan
$30M +$5.4M 8 0.73% Increased
450
Driehaus Capital Management
Driehaus Capital Management
Illinois
$29.9M +$7.68M 10 0.97% Increased