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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
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$34.1M -$25.6K 17 0.33% Reduced
427
CIBC World Market
CIBC World Market
Ontario, Canada
$33.9M +$6.45M 14 0.15% Increased
428
ARTA
A.R.T. Advisors
New York
$33.7M +$11.9M 23 1.68% Increased
429
DCM
Dulcet Capital Management
New York
$33.4M -$15.7M 1 10.22% Reduced
430
Braun Stacey Associates
Braun Stacey Associates
New York
$33M +$7.86M 2 2.14% Increased
431
BCM
Billings Capital Management
Virginia
$32.9M +$3.2M 2 35.07% Increased
432
ACM
Ashford Capital Management
Delaware
$32.9M -$3.56M 2 7.35% Reduced
433
HHC
Hutchin Hill Capital
New York
$32.8M -$16.8M 9 1.1% Reduced
434
1SAMC
12th Street Asset Management Company
Tennessee
$32.7M +$2.99M 1 12.96% Increased
435
FQ
First Quadrant
California
$32.4M +$5.61M 10 0.71% Increased
436
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$32.3M -$5.94M 41 0.42% Reduced
437
EI
EAM Investors
California
$32.1M +$7.69M 14 4.83% Increased
438
MSA
Mason Street Advisors
Wisconsin
$32.1M +$1.64M 28 0.94% Increased
439
FP
Foundry Partners
Minnesota
$31.9M +$17M 9 1.81% Increased
440
KMC
Kirr Marbach & Co
Indiana
$31.9M -$404K 3 6.84% Reduced
441
Asset Management One
Asset Management One
Japan
$31.9M -$967K 22 0.48% Reduced
442
CDH
Charles D. Hyman
$31.8M -$142K 3 4.77% Reduced
443
IA
Icon Advisers
Colorado
$31.7M +$953K 6 2.15% Increased
444
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$31.6M -$1.88M 30 0.93% Reduced
445
GCP
GSA Capital Partners
United Kingdom
$31.5M -$3.81M 29 1.74% Reduced
446
QIM
Quantitative Investment Management
Virginia
$31.5M +$24.2M 12 1.47% Increased
447
PP
Paloma Partners
Connecticut
$31.4M +$10.9M 21 0.35% Increased
448
HCM
Herndon Capital Management
Georgia
$31.1M -$15.5M 9 1.19% Reduced
449
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$31.1M +$2M 13 0.35% Increased
450
CEP
Chicago Equity Partners
Illinois
$31M +$8.05M 12 0.9% Increased