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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
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$38.6M -$14.2M 2 0.4% Reduced
452
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$38.5M +$25.5M 14 0.36% Increased
453
GPGA
Grandeur Peak Global Advisors
Utah
$38.5M -$6.83M 2 4.37% Reduced
454
CC
Cannell Capital
Wyoming
$38.3M -$4.11M 3 9.31% Reduced
455
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$38.2M -$2.38M 26 0.68% Reduced
456
BBP
Banco BTG Pactual
Brazil
$38.1M +$20.8M 1 10.95% Increased
457
Braun Stacey Associates
Braun Stacey Associates
New York
$38M +$851K 3 2.53% Increased
458
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$37.9M -$8.05M 5 0.9% Reduced
459
PWLP
Prio Wealth Limited Partnership
Massachusetts
$37.8M -$390K 4 1.77% Reduced
460
TAM
Third Avenue Management
New York
$37.2M +$10.5M 5 2.88% Increased
461
WI
Wafra Inc
New York
$37.2M -$997K 3 1.29% Reduced
462
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$37.1M -$8.75M 5 3.11% Reduced
463
AIM
Atlantic Investment Management
New York
$36.9M +$623K 1 9.44% Increased
464
OI
Oakbrook Investments
Illinois
$36.9M -$320K 8 2.24% Reduced
465
HSC
Harbor Spring Capital
New York
$36.9M $0 1 4.19% Maintained
466
HBK Investments
HBK Investments
Texas
$36.8M +$1.49M 13 0.37% Increased
467
Suntrust Banks
Suntrust Banks
Georgia
$36.5M +$1.53M 13 0.19% Increased
468
Voloridge Investment Management
Voloridge Investment Management
Florida
$36.4M +$21.6M 8 1.1% Increased
469
ECP
Electron Capital Partners
New York
$36.2M +$9.91M 3 4.62% Increased
470
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$36.2M +$7.91M 27 1.03% Increased
471
MDSL
M.D. Sass LLC
New York
$36.1M +$14.5M 2 5.76% Increased
472
Zacks Investment Management
Zacks Investment Management
Illinois
$36.1M +$1.65M 12 0.77% Increased
473
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$35.9M +$380K 20 0.65% Increased
474
Foresters Investment Management
Foresters Investment Management
New York
$35.7M +$2.51M 4 0.63% Increased
475
SCM
Schneider Capital Management
Pennsylvania
$35.1M -$989K 2 8.02% Reduced