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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
M&T Bank
M&T Bank
New York
$34.3M -$3.34M 17 0.22% Reduced
427
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$34.2M +$850K 2 1% Increased
428
USS Investment Management
USS Investment Management
United Kingdom
$34.2M +$6.13M 1 0.53% Increased
429
CIM
Corbyn Investment Management
Maryland
$34.2M -$1.46M 2 11.04% Reduced
430
TCM
Tygh Capital Management
Oregon
$34.2M +$2.02M 6 9.26% Increased
431
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$33.8M +$26.2M 30 0.87% New
432
OAMA
Oslo Asset Management AS
Norway
$33.8M -$3.83M 1 27.35% Reduced
433
Artemis Investment Management
Artemis Investment Management
United Kingdom
$33.8M +$2.91M 5 0.95% Increased
434
FTCM
Fir Tree Capital Management
New York
$33.7M -$54.8M 1 1.44% Reduced
435
Great Lakes Advisors
Great Lakes Advisors
Illinois
$33.6M -$50.6M 8 0.91% Reduced
436
RIG
Roosevelt Investment Group
New York
$33.5M +$27.6M 4 2.65% Increased
437
CDH
Charles D. Hyman
$33.4M -$174K 3 4.96% Reduced
438
FQ
First Quadrant
California
$33.3M +$354K 10 0.71% Increased
439
OAM
Oxford Asset Management
United Kingdom
$33.2M -$25.4M 12 1.03% Reduced
440
CBOA
Commonwealth Bank of Australia
Australia
$33.1M +$1.53M 14 0.39% Increased
441
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$33M -$20.5M 4 0.59% Reduced
442
GCP
GSA Capital Partners
United Kingdom
$32.9M +$546K 30 1.77% Increased
443
SR
Sloane Robinson
United Kingdom
$32.8M +$12.9M 1 17.09% Increased
444
Ruffer LLP
Ruffer LLP
United Kingdom
$32.8M +$18.2M 3 1.96% Increased
445
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$32.5M -$683K 8 0.68% Reduced
446
Palisade Capital Management
Palisade Capital Management
New Jersey
$31.9M +$6.7M 8 1.13% Increased
447
DIA
Denver Investment Advisors
Colorado
$31.4M +$347K 8 1.38% Increased
448
Trillium Asset Management
Trillium Asset Management
Massachusetts
$31.4M -$4.19M 3 2.02% Reduced
449
BIM
Bogle Investment Management
Massachusetts
$31.3M +$18.4M 5 2.26% Increased
450
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$31.3M +$2.94M 2 8.05% Increased