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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
TAM
THB Asset Management
Connecticut
$38.9M +$9.5M 6 4.81% Increased
427
SCM
Schneider Capital Management
Pennsylvania
$38.6M +$1.97M 2 6.6% Increased
428
Creative Planning
Creative Planning
Kansas
$38.6M +$18.4M 43 0.24% Increased
429
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$38.4M +$3.06M 1 0.45% Increased
430
GPGA
Grandeur Peak Global Advisors
Utah
$38M +$8.75M 3 6.97% Increased
431
Driehaus Capital Management
Driehaus Capital Management
Illinois
$37.8M +$5.49M 14 1.34% Increased
432
SCM
Steadfast Capital Management
New York
$37.7M +$34.3M 1 0.78% New
433
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$37.3M -$46.9M 25 0.96% Reduced
434
UBS O'Connor
UBS O'Connor
Illinois
$37.2M +$5.41M 5 0.72% Increased
435
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$37.1M +$2.73M 51 0.52% Increased
436
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$37M -$15.4M 2 0.96% Reduced
437
CBOA
Commonwealth Bank of Australia
Australia
$36.9M +$832K 14 0.45% Increased
438
EI
EAM Investors
California
$36.8M +$6.85M 13 4.9% Increased
439
FQ
First Quadrant
California
$36.7M -$209K 11 0.76% Reduced
440
DZ Bank
DZ Bank
Germany
$36.7M +$34.5M 12 0.18% New
441
Capital Guardian Trust
Capital Guardian Trust
California
$36.3M -$14.8M 10 0.29% Reduced
442
EAM
Exane Asset Management
France
$36.3M +$3.04M 2 11.96% Increased
443
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$36.2M +$8.32M 4 5.01% Increased
444
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$36.2M -$13.1M 18 0.38% Reduced
445
M&T Bank
M&T Bank
New York
$36.1M -$1.44M 20 0.23% Reduced
446
PFC
Phocas Financial Corp
California
$35.9M -$35.8K 3 2.36% Reduced
447
Virtu KCG Holdings
Virtu KCG Holdings
New York
$35.8M +$10.5M 31 0.88% Increased
448
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$35.5M -$1.78M 15 0.31% Reduced
449
Jane Street
Jane Street
New York
$35.5M -$9.7M 21 0.15% Reduced
450
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$35.3M +$33.5M 8 1.04% New