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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
Calamos Advisors
Calamos Advisors
Illinois
$29M -$10.2M 5 0.23% Reduced
452
Oppenheimer & Co
Oppenheimer & Co
New York
$28.6M -$2.14M 16 0.87% Reduced
453
Winton Group
Winton Group
United Kingdom
$28.4M -$16.8M 18 0.75% Reduced
454
Alyeska Investment Group
Alyeska Investment Group
Illinois
$27.8M -$124M 4 0.55% Reduced
455
Homestead Advisers
Homestead Advisers
Virginia
$27.8M +$8.31M 4 0.82% Increased
456
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$27.7M -$11.8M 5 0.7% Reduced
457
Driehaus Capital Management
Driehaus Capital Management
Illinois
$27.7M -$22.5M 10 0.92% Reduced
458
SAM
Southeastern Asset Management
Tennessee
$27.5M -$4.21M 1 0.65% Reduced
459
Great Lakes Advisors
Great Lakes Advisors
Illinois
$27.2M -$6.21M 7 0.8% Reduced
460
FBA
Front Barnett Associates
Illinois
$27.2M +$267K 2 5.2% Increased
461
PineBridge Investments
PineBridge Investments
New York
$27.1M -$17.7M 10 0.64% Reduced
462
PEAK6 Investments
PEAK6 Investments
Illinois
$27.1M +$19.7M 20 0.16% Increased
463
NCGI
Next Century Growth Investors
Minnesota
$27M +$1.85M 7 4.38% Increased
464
MCI
McDonald Capital Investors
California
$26.9M +$34M 1 2.61% New
465
Hancock Whitney
Hancock Whitney
Mississippi
$26.6M +$4.7M 16 1.05% Increased
466
CAAM
Cape Ann Asset Management
United Kingdom
$26.6M +$2.68M 1 17.65% Increased
467
Artemis Investment Management
Artemis Investment Management
United Kingdom
$26.6M +$8.21M 2 0.04% Increased
468
MAP
Managed Asset Portfolios
Michigan
$26.5M -$5.54M 1 7.07% Reduced
469
QS Investors
QS Investors
New York
$26.4M -$7.31M 29 0.42% Reduced
470
TA
Teton Advisors
New York
$26.2M -$4.41M 10 4.26% Reduced
471
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$26.2M -$797K 26 0.94% Reduced
472
RCM
Rutabaga Capital Management
Massachusetts
$26.1M +$950K 7 15.65% Increased
473
Intact Investment Management
Intact Investment Management
Quebec, Canada
$26.1M +$14M 6 1.14% Increased
474
FMW
Farr Miller & Washington
District of Columbia
$26.1M +$518K 3 2.46% Increased
475
GTP
Global Thematic Partners
New York
$26.1M -$8.45M 1 2.1% Reduced