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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
Candriam SCA
Candriam SCA
Luxembourg
$35.1M +$19.1M 9 0.81% Increased
452
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$35M +$3.89M 31 1.7% Increased
453
RCM
Roystone Capital Management
New York
$34.9M -$11.1M 1 2.06% Reduced
454
QI
QV Investors
Alberta, Canada
$34.7M -$7.68M 2 3.89% Reduced
455
CIM
Corbyn Investment Management
Maryland
$34.6M -$6.97M 2 10.29% Reduced
456
SGCIA
Smith Graham & Co Investment Advisors
Texas
$34.4M +$6.46M 5 3.72% Increased
457
MCM
Marcato Capital Management
California
$34.3M -$82.7M 1 3.97% Reduced
458
Great Lakes Advisors
Great Lakes Advisors
Illinois
$34.3M -$3.66M 8 0.9% Reduced
459
Artemis Investment Management
Artemis Investment Management
United Kingdom
$34.2M -$5.8M 4 0.92% Reduced
460
HP
Holowesko Partners
Bahamas
$34.2M +$33.9M 1 2.39% New
461
ZP
Zimmer Partners
New York
$33.7M +$22.1M 1 1.06% Increased
462
HBK Investments
HBK Investments
Texas
$33.5M +$4.02M 13 0.32% Increased
463
CG
Clinton Group
New York
$33.5M -$5.02M 12 1.95% Reduced
464
LW
Linscomb Wealth
Texas
$33.2M -$4.88M 5 3.09% Reduced
465
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$33.1M -$3.29M 8 0.74% Reduced
466
FA
Friess Associates
Delaware
$33M -$12M 3 3.24% Reduced
467
DIA
Denver Investment Advisors
Colorado
$32.7M -$4.73M 7 1.38% Reduced
468
PIA
Piedmont Investment Advisors
North Carolina
$32.7M +$6.83M 8 0.67% Increased
469
Trillium Asset Management
Trillium Asset Management
Massachusetts
$32.7M -$1.93M 3 2.15% Reduced
470
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$32.6M -$227K 2 3.13% Reduced
471
NI
Nuance Investments
Missouri
$32.5M -$37.8M 3 2.73% Reduced
472
Braun Stacey Associates
Braun Stacey Associates
New York
$32.5M -$158K 5 2.13% Reduced
473
PP
PDT Partners
New York
$32.3M +$9.2M 10 2.12% Increased
474
SCA
Secor Capital Advisors
New York
$32.2M +$15.2M 13 3.94% Increased
475
VIA
Virtus Investment Advisers
Connecticut
$32.2M +$8.81M 8 2.49% Increased