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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
BG
Bollard Group
Massachusetts
$63.6M +$1.33M 6 2.02% Increased
427
Waverton Investment Management
Waverton Investment Management
United Kingdom
$63.5M +$1.75M 1 2.47% Increased
428
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$63.4M +$5.2M 1 1.21% Increased
429
KMC
Kirr Marbach & Co
Indiana
$63.3M -$891K 6 18% Reduced
430
Marshall Wace
Marshall Wace
United Kingdom
$63.3M -$10.9M 14 0.29% Reduced
431
Private Advisor Group
Private Advisor Group
New Jersey
$63.1M +$2.16M 13 0.55% Increased
432
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$62.7M +$6.09M 3 1.23% Increased
433
Xponance
Xponance
Pennsylvania
$61.7M +$23.9M 22 1.13% Increased
434
BBCM
Broad Bay Capital Management
New York
$61.4M -$21.5M 1 7.27% Reduced
435
Första AP-fonden
Första AP-fonden
Sweden
$61.3M +$5.25M 6 0.72% Increased
436
Alyeska Investment Group
Alyeska Investment Group
Illinois
$60.7M -$14.3M 4 0.7% Reduced
437
SAM
Shell Asset Management
Netherlands
$60.6M +$3.35M 32 1.17% Increased
438
BCAM
Boston Common Asset Management
Massachusetts
$60.6M +$26.9M 4 2.6% Increased
439
IP
Interval Partners
New York
$60.3M -$19.9M 4 2.49% Reduced
440
FSCM
Front Street Capital Management
Montana
$59.8M -$1.35M 2 10.87% Reduced
441
JVBC
J.V. Bruni & Co
Colorado
$59.5M +$3.1M 3 7.53% Increased
442
TAM
Telemark Asset Management
Massachusetts
$59.5M -$3.63M 3 4.75% Reduced
443
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$59.1M +$2.28M 52 1.18% Increased
444
EP
Edgestream Partners
New Jersey
$58.7M +$2.75M 13 3.46% Increased
445
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$58.1M -$240K 4 1.17% Reduced
446
Hosking Partners
Hosking Partners
United Kingdom
$57.6M -$722K 1 1.28% Reduced
447
SGCIA
Smith Graham & Co Investment Advisors
Texas
$57.6M -$7.49M 6 5.09% Reduced
448
Wolverine Trading
Wolverine Trading
Illinois
$57.6M +$25.1M 18 0.09% Increased
449
Chilton Investment Company
Chilton Investment Company
Connecticut
$57.4M +$25.4M 1 1.44% Increased
450
SW
SVB Wealth
Massachusetts
$57.1M +$1.43M 9 0.72% Increased