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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
ING Group
ING Group
Netherlands
$66.5M +$15.5M 9 0.65% Increased
452
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$66.2M +$7.1M 4 0.83% Increased
453
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$66.2M +$3.91M 2 1.56% Increased
454
New York Life Investment Management
New York Life Investment Management
New York
$66M -$5.16M 24 0.73% Reduced
455
CU
CDAM (UK)
United Kingdom
$65.7M +$2.19M 1 9.62% Increased
456
PineBridge Investments
PineBridge Investments
New York
$65.3M -$7.76M 17 0.74% Reduced
457
OFI Invest Asset Management
OFI Invest Asset Management
France
$64.8M +$66M 4 2.74% New
458
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$64.8M +$2.63M 54 0.44% Increased
459
SFM
Stack Financial Management
Montana
$64.8M +$20.1M 2 7.88% Increased
460
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$64.1M -$35.8M 3 1.69% Reduced
461
SPI
Santori & Peters Inc
Pennsylvania
$64M +$1.51M 1 34.45% Increased
462
Meitav Investment House
Meitav Investment House
Israel
$63.9M -$7.72M 5 1.1% Reduced
463
Castleark Management
Castleark Management
Illinois
$62.4M +$3.79M 11 3.07% Increased
464
FCM
Fairholme Capital Management
Florida
$62.2M -$49.5M 1 5.15% Reduced
465
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$62.2M +$4.02M 22 0.98% Increased
466
Whittier Trust
Whittier Trust
California
$62.1M +$1.26M 26 1.13% Increased
467
CAM
ClariVest Asset Management
California
$61.7M +$11.5M 21 2.76% Increased
468
AAM
AMI Asset Management
California
$61.2M -$553K 1 3.9% Reduced
469
JVBC
J.V. Bruni & Co
Colorado
$60.8M -$8.72M 3 8.42% Reduced
470
CI
Cooper Investors
Australia
$60.7M +$2.11M 2 5.17% Increased
471
FCI
Financial Counselors Inc
Kansas
$59.5M -$3.08M 6 1.28% Reduced
472
Private Advisor Group
Private Advisor Group
New Jersey
$59.5M +$2.52M 16 0.57% Increased
473
RCM
Redwood Capital Management
New York
$59.4M -$1.64M 2 8.79% Reduced
474
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$59.1M -$7.64M 2 0.68% Reduced
475
VVP
Vulcan Value Partners
Alabama
$59M -$2.28M 1 0.75% Reduced