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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
IFM Investors
IFM Investors
Australia
$51M +$1.4M 8 0.93% Increased
452
JVBC
J.V. Bruni & Co
Colorado
$50.6M -$2.5M 3 7.94% Reduced
453
ACM
ADW Capital Management
Florida
$50.4M +$11.2M 1 23.8% Increased
454
AAM
Ardevora Asset Management
United Kingdom
$50.2M -$68.7M 2 0.9% Reduced
455
Glenview Trust
Glenview Trust
Kentucky
$50M +$1.23M 4 1.9% Increased
456
RAM
RWC Asset Management
United Kingdom
$49.9M -$1.98M 2 1.68% Reduced
457
Cetera Advisor Networks
Cetera Advisor Networks
California
$49.8M +$6.68M 17 0.62% Increased
458
WCM Investment Management
WCM Investment Management
California
$49M -$15.5M 3 0.18% Reduced
459
Glenview Capital Management
Glenview Capital Management
New York
$48.8M -$5.63M 1 1.22% Reduced
460
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$47.6M -$460K 2 0.9% Reduced
461
FFM
Fullerton Fund Management
Singapore
$47.5M -$47.4M 1 3.53% Reduced
462
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$47.3M +$6.89M 9 2.46% Increased
463
PFM
Premier Fund Managers
United Kingdom
$47.1M -$14.3M 3 3.52% Reduced
464
FCI
Financial Counselors Inc
Kansas
$46.9M +$94.7K 6 1.16% Increased
465
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$46.9M +$671K 2 1.55% Increased
466
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$46.6M +$19.2M 9 0.07% Increased
467
HRT Financial
HRT Financial
New York
$46.5M -$11.2M 25 0.5% Reduced
468
Cantor Fitzgerald
Cantor Fitzgerald
New York
$46.5M +$13.6M 4 1.01% Increased
469
ZCM
Ziegler Capital Management
Illinois
$46.3M +$923K 6 2.03% Increased
470
NAM
NorthCrest Asset Manangement
Minnesota
$46.3M +$67.8K 8 2.5% Increased
471
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$46.2M +$37.4M 2 2.12% Increased
472
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$46M +$1.43M 19 1.23% Increased
473
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$45.9M +$3.86M 12 0.83% Increased
474
Lighthouse Investment Partners
Lighthouse Investment Partners
Florida
$45.6M +$15.6M 5 9.07% Increased
475
SGCIA
Smith Graham & Co Investment Advisors
Texas
$45.5M -$1.71M 6 6.05% Reduced