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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
Foresters Investment Management
Foresters Investment Management
New York
$45.4M +$9.06M 5 0.74% Increased
427
Country Trust Bank
Country Trust Bank
Illinois
$45.3M -$1.06M 3 2.05% Reduced
428
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$44.3M -$1.78M 18 0.73% Reduced
429
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$44.2M +$5.04M 1 0.52% Increased
430
KMC
Kirr Marbach & Co
Indiana
$44.2M +$166K 3 9.67% Increased
431
CBOA
Commonwealth Bank of Australia
Australia
$43.5M +$1.33M 13 0.42% Increased
432
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$43.1M +$307K 4 2.84% Increased
433
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$43M +$229K 1 0.23% Increased
434
Sentry Investments
Sentry Investments
Ontario, Canada
$42.5M +$31.8K 1 0.43% Increased
435
BP
Banbury Partners
North Carolina
$42.5M +$16.1M 2 10.4% Increased
436
NCM
Narwhal Capital Management
Georgia
$42.3M -$52.1K 2 10.49% Reduced
437
Artemis Investment Management
Artemis Investment Management
United Kingdom
$42.2M +$23.9M 3 0.87% Increased
438
M&T Bank
M&T Bank
New York
$41.8M +$500K 18 0.23% Increased
439
PCM
Penn Capital Management
Pennsylvania
$41.8M -$6.34M 6 3.05% Reduced
440
Squarepoint
Squarepoint
New York
$41.3M -$24.4M 20 0.8% Reduced
441
VVP
Vulcan Value Partners
Alabama
$41.3M -$10.4M 1 0.35% Reduced
442
JGC
J. Goldman & Co
New York
$41.1M +$5.44M 2 2.07% Increased
443
PPC
Park Presidio Capital
California
$40.9M +$3.08M 1 6.65% Increased
444
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$40.5M +$1.04M 8 0.77% Increased
445
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$40.4M -$3.11M 9 0.76% Reduced
446
ACPU
Arrowgrass Capital Partners (US)
Delaware
$40.2M -$9.2M 3 0.3% Reduced
447
2L
22NW LP
Washington
$40.2M +$1.02M 9 23.47% Increased
448
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$40.1M -$13.2M 8 1.37% Reduced
449
PC
Pier Capital
Connecticut
$39.8M +$1.34M 7 6.9% Increased
450
CC
Cannell & Co
New York
$39.4M +$31.8M 3 1.37% Increased