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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
USS Investment Management
USS Investment Management
United Kingdom
$111M +$6.84M 10 0.81% Increased
427
WTA
Washington Trust Advisors
Massachusetts
$111M -$4.77M 8 9.56% Reduced
428
Regions Financial Corp
Regions Financial Corp
Alabama
$111M -$1.48M 12 0.8% Reduced
429
First Pacific Advisors
First Pacific Advisors
California
$110M -$11.1M 2 1.53% Reduced
430
Mediolanum International Funds
Mediolanum International Funds
Ireland
$109M +$10.2M 7 1.51% Increased
431
Whittier Trust
Whittier Trust
California
$109M +$1.57M 22 1.45% Increased
432
SPI
Santori & Peters Inc
Pennsylvania
$108M $0 1 42.78% Maintained
433
Blackstone Inc
Blackstone Inc
New York
$107M +$27.8M 3 0.47% Increased
434
Xponance
Xponance
Pennsylvania
$106M +$2.08M 33 1.02% Increased
435
FMI
F/M Investments
District of Columbia
$106M -$12.5M 11 3.33% Reduced
436
HP
Harvey Partners
New York
$106M -$4.16M 5 12.01% Reduced
437
CRM
Cramer Rosenthal McGlynn
Connecticut
$105M +$1.21M 5 5.84% Increased
438
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$105M -$768K 14 1.94% Reduced
439
Alpha Cubed Investments
Alpha Cubed Investments
California
$105M +$4.52M 6 4.67% Increased
440
AIA Group
AIA Group
Hong Kong
$104M +$5.92M 5 2.68% Increased
441
Czech National Bank
Czech National Bank
Czech Republic
$104M +$4.99M 8 1.04% Increased
442
NAM
NorthCrest Asset Manangement
Minnesota
$103M +$1.96M 14 3.13% Increased
443
PPC
Park Presidio Capital
California
$103M -$8.02M 2 23.56% Reduced
444
Vaughan David Investments
Vaughan David Investments
Illinois
$103M +$359K 4 2.37% Increased
445
EULAV Asset Management
EULAV Asset Management
Florida
$102M +$24.2M 4 2.48% Increased
446
Empyrean Capital Partners
Empyrean Capital Partners
California
$102M -$22.3M 2 4.29% Reduced
447
Achmea Investment Management
Achmea Investment Management
Netherlands
$101M +$15M 9 1.67% Increased
448
Empowered Funds
Empowered Funds
Pennsylvania
$101M +$18.4M 26 1.59% Increased
449
Cartenna Capital
Cartenna Capital
Connecticut
$101M +$40.2M 2 3.95% Increased
450
Sterling Capital Management
Sterling Capital Management
North Carolina
$100M +$91.9M 59 1.3% New