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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
IAM
Impax Asset Management
New Hampshire
$31.3M -$4.89M 2 1.79% Reduced
452
MPMG
Minneapolis Portfolio Management Group
Minnesota
$31.1M -$136K 2 5.4% Reduced
453
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$31M +$140K 8 0.62% Increased
454
EAM
Exane Asset Management
France
$30.8M +$8.19M 2 9.64% Increased
455
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$30.7M +$26.3M 7 0.55% Increased
456
Highbridge Capital Management
Highbridge Capital Management
New York
$30.5M -$12.3M 16 0.48% Reduced
457
HCM
Herndon Capital Management
Georgia
$30.5M -$5.7M 9 1.52% Reduced
458
PFC
Phocas Financial Corp
California
$30.4M +$1.77M 3 2.12% Increased
459
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$30.2M -$809K 50 0.45% Reduced
460
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$30.1M +$917K 8 0.66% Increased
461
LW
Linscomb Wealth
Texas
$30.1M -$2.09M 5 2.93% Reduced
462
ProShare Advisors
ProShare Advisors
Maryland
$30M -$2.91M 24 0.42% Reduced
463
Braun Stacey Associates
Braun Stacey Associates
New York
$29.9M -$828K 3 1.9% Reduced
464
SCM
Schneider Capital Management
Pennsylvania
$29.8M +$6.54M 3 4.85% Increased
465
DILH
Dai-ichi Life Holdings
Japan
$29.7M -$333K 7 0.9% Reduced
466
Capital International Inc
Capital International Inc
California
$29.5M -$44M 2 3.51% Reduced
467
JGUA
John G. Ullman & Associates
New York
$29.4M -$706K 4 6.05% Reduced
468
Jefferies Group
Jefferies Group
New York
$29.3M +$3.95M 12 0.15% Increased
469
JGC
J. Goldman & Co
New York
$28.9M +$241K 2 1.63% Increased
470
CC
Cipher Capital
New York
$28.9M +$8.33M 13 1.79% Increased
471
GMI
Greystone Managed Investments
Saskatchewan, Canada
$28.6M -$5.99M 1 1.28% Reduced
472
Eventide Asset Management
Eventide Asset Management
Massachusetts
$28.6M $0 1 1.74% Maintained
473
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$28.6M -$156K 2 0.85% Reduced
474
WBC
Westpac Banking Corp
Australia
$28.5M +$4.11M 12 0.31% Increased
475
QIM
Quantitative Investment Management
Virginia
$28.4M -$4.43M 12 0.94% Reduced