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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
Durable Capital Partners
Durable Capital Partners
Maryland
$55.5M +$15.7M 1 0.49% Increased
427
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$55.1M +$8.24M 9 0.52% Increased
428
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.9M -$11.5M 31 0.66% Reduced
429
HCC
Hill City Capital
Massachusetts
$54.8M +$50M 3 29.7% New
430
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$54.7M -$27.4M 39 1.49% Reduced
431
BAM
Barrett Asset Management
New York
$54.3M -$2.08M 4 2.84% Reduced
432
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$54.1M -$1.25M 12 0.36% Reduced
433
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$54M -$5.72M 15 0.04% Reduced
434
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$53.9M -$2.66M 1 1.04% Reduced
435
RAM
RWC Asset Management
United Kingdom
$53.9M +$10.1M 2 1.79% Increased
436
Junto Capital Management
Junto Capital Management
New York
$53.6M +$51.6M 1 1.75% New
437
Douglas Lane & Associates
Douglas Lane & Associates
New York
$53.5M -$872K 5 0.9% Reduced
438
SPI
Santori & Peters Inc
Pennsylvania
$53.5M $0 1 30.01% Maintained
439
SCA
Summit Creek Advisors
Minnesota
$53.3M -$5.46M 3 6.83% Reduced
440
WI
Wafra Inc
New York
$52.9M +$33.5M 3 2.36% Increased
441
PFM
Premier Fund Managers
United Kingdom
$52.6M +$283K 3 2.27% Increased
442
PWLP
Prio Wealth Limited Partnership
Massachusetts
$52.5M -$3.21M 3 1.97% Reduced
443
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$52.1M -$13.5M 13 0.83% Reduced
444
AssetMark Inc
AssetMark Inc
California
$52M +$10.2M 20 0.29% Increased
445
Trillium Asset Management
Trillium Asset Management
Massachusetts
$52M +$4.55M 6 1.87% Increased
446
MPMG
Minneapolis Portfolio Management Group
Minnesota
$51.9M -$186K 2 6.56% Reduced
447
Daiwa Securities Group
Daiwa Securities Group
Japan
$51M -$6.34M 13 0.39% Reduced
448
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$50.9M +$4.17M 23 1.08% Increased
449
Första AP-fonden
Första AP-fonden
Sweden
$50.7M +$7.93M 7 0.76% Increased
450
Glenview Trust
Glenview Trust
Kentucky
$50.5M +$79.6K 4 2.35% Increased