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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
Norinchukin Bank
Norinchukin Bank
Japan
$38M -$2.53M 8 0.6% Reduced
452
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$37.9M +$7.27M 6 1% Increased
453
VVP
Vulcan Value Partners
Alabama
$37.9M +$34.5M 1 0.29% New
454
SC
Skylands Capital
Wisconsin
$37.8M +$1.66M 7 6.29% Increased
455
Trillium Asset Management
Trillium Asset Management
Massachusetts
$37.6M -$4.12M 6 1.59% Reduced
456
TAL
TIG Advisors LLC
New York
$37.4M -$27.9M 1 2.02% Reduced
457
MPMG
Minneapolis Portfolio Management Group
Minnesota
$37.1M -$2.67M 2 5.63% Reduced
458
EMG
ETF Managers Group
New Jersey
$37M +$4.65M 5 1.17% Increased
459
Andra AP-fonden
Andra AP-fonden
Sweden
$36.7M +$3.06M 6 0.99% Increased
460
WestEnd Advisors
WestEnd Advisors
North Carolina
$36.6M -$1.55M 1 2.15% Reduced
461
CU
CDAM (UK)
United Kingdom
$36.5M +$11.8M 1 6.1% Increased
462
SW
SVB Wealth
Massachusetts
$36.4M +$1.27M 8 0.6% Increased
463
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$36.1M +$9.7M 1 0.48% Increased
464
MAP
Managed Asset Portfolios
Michigan
$36M -$172K 1 7.16% Reduced
465
SAM
Southeastern Asset Management
Tennessee
$35.9M +$1.18M 2 0.93% Increased
466
HCM
Hodges Capital Management
Texas
$35.9M -$6.28M 6 6.96% Reduced
467
FCI
Financial Counselors Inc
Kansas
$35.9M +$2.29M 5 1.05% Increased
468
RAM
RWC Asset Management
United Kingdom
$35.8M -$6.74M 1 1.44% Reduced
469
Första AP-fonden
Första AP-fonden
Sweden
$35.6M +$7.64M 7 0.74% Increased
470
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$35.5M +$322K 12 4.4% Increased
471
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$35.5M +$5.08M 8 0.64% Increased
472
CIM
Corda Investment Management
Texas
$35.3M -$1.13M 1 3.84% Reduced
473
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$35.3M -$1.67M 28 0.99% Reduced
474
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$35.3M -$9.82M 12 3.46% Reduced
475
PGGM Investments
PGGM Investments
Netherlands
$35M $0 1 0.18% Maintained