← All themes

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
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$30.8M +$1.68M 8 0.65% Increased
452
Westwood Holdings Group
Westwood Holdings Group
Texas
$30.6M +$5.49M 7 0.27% Increased
453
Virtu KCG Holdings
Virtu KCG Holdings
New York
$30.6M +$7.2M 28 0.64% Increased
454
IAM
Impax Asset Management
New Hampshire
$30.6M -$938K 2 1.77% Reduced
455
DF Dent & Co
DF Dent & Co
Maryland
$30.6M +$33.8M 1 0.86% New
456
Artemis Investment Management
Artemis Investment Management
United Kingdom
$30.4M +$18.6M 4 0.83% Increased
457
Trillium Asset Management
Trillium Asset Management
Massachusetts
$30.4M +$362K 2 2% Increased
458
HCM
Huber Capital Management
California
$30.3M +$904K 3 1.25% Increased
459
JGC
J. Goldman & Co
New York
$30.3M +$7.44M 9 1.58% Increased
460
ProShare Advisors
ProShare Advisors
Maryland
$30.3M -$3M 23 0.39% Reduced
461
QI
QV Investors
Alberta, Canada
$30.1M +$711K 1 3.82% Increased
462
NEI
Northwest & Ethical Investments
Ontario, Canada
$30M +$833K 3 2.27% Increased
463
OAMA
Oslo Asset Management AS
Norway
$30M $0 1 24.24% Maintained
464
DILH
Dai-ichi Life Holdings
Japan
$29.8M +$2.94M 7 0.9% Increased
465
RIM
Ranger Investment Management
Texas
$29.2M -$3.16M 3 1.8% Reduced
466
DFO
Duquesne Family Office
New York
$29.2M +$4.3M 1 3.36% Increased
467
ALPS Advisors
ALPS Advisors
Colorado
$29M +$3.24M 7 0.26% Increased
468
TCM
Tygh Capital Management
Oregon
$29M +$1.25M 5 8.15% Increased
469
HBK Investments
HBK Investments
Texas
$28.9M -$24.7M 17 0.21% Reduced
470
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$28.7M +$2.44M 49 0.46% Increased
471
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$28.5M -$585K 8 0.6% Reduced
472
CIM
Corbyn Investment Management
Maryland
$28.2M -$3.62M 2 9.19% Reduced
473
CBOA
Commonwealth Bank of Australia
Australia
$28.2M +$5.92M 12 0.33% Increased
474
GMI
Greystone Managed Investments
Saskatchewan, Canada
$28.2M +$1.27M 1 1.15% Increased
475
Norinchukin Bank
Norinchukin Bank
Japan
$28M -$3.36M 8 0.68% Reduced