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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
451
Old National Bancorp
Old National Bancorp
Indiana
$32.3M +$34.1M 7 3.41% New
452
PWLP
Prio Wealth Limited Partnership
Massachusetts
$32.2M +$33.7M 4 1.93% New
453
GLG Inc
GLG Inc
New York
$31.8M +$33.7M 10 0.78% New
454
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$31.8M +$33.1M 6 0.8% New
455
ACG
Anchorage Capital Group
New York
$31.8M +$31.7M 1 1.93% New
456
WBG
Wharton Business Group
Pennsylvania
$31.5M +$32.9M 2 2.75% New
457
LPC
Long Pond Capital
New York
$31.5M +$33.5M 1 5.56% New
458
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$31.2M +$33.1M 11 0.16% New
459
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$30.9M +$30.5M 16 0.82% New
460
HA
Halsey Associates
Connecticut
$30.9M +$31.3M 4 7.92% New
461
TAM
THB Asset Management
Connecticut
$30.7M +$30.5M 5 2.04% New
462
Hancock Whitney
Hancock Whitney
Mississippi
$30.7M +$31.2M 7 1.53% New
463
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$30.7M +$30.3M 4 1.2% New
464
SGCIA
Smith Graham & Co Investment Advisors
Texas
$30.6M +$30.3M 5 4.72% New
465
SFSIG
San Francisco Sentry Investment Group
California
$30.5M +$31.4M 5 10.98% New
466
OI
Oakbrook Investments
Illinois
$30.4M +$31.3M 10 0.88% New
467
Sentry Investments
Sentry Investments
Ontario, Canada
$30.3M +$29M 1 0.65% New
468
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$30.3M +$31.3M 12 0.21% New
469
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$30.2M +$31.2M 11 2.12% New
470
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$29.9M +$30.2M 1 0.18% New
471
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$29.9M +$34.3M 4 0.15% New
472
Chilton Investment Company
Chilton Investment Company
Connecticut
$29.9M +$30.6M 1 0.8% New
473
MTIP
Magee Thomson Investment Partners
California
$29.8M +$28.4M 5 6.78% New
474
PM
Pembroke Management
Quebec, Canada
$29.8M +$27.3M 1 5.64% New
475
HH
Harbinger Holdings
New York
$29.7M +$29.5M 1 1.17% New