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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
476
Intact Investment Management
Intact Investment Management
Quebec, Canada
$31M +$3.95M 3 1.25% Increased
477
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$30.9M -$2.72M 36 1.51% Reduced
478
1SAMC
12th Street Asset Management Company
Tennessee
$30.9M +$1.49M 1 11.32% Increased
479
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$30.6M +$477K 3 1.47% Increased
480
GCP
GSA Capital Partners
United Kingdom
$30.6M +$9.6M 30 1.22% Increased
481
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$30.6M -$21.4K 8 0.69% Reduced
482
BA
Boston Advisors
Massachusetts
$30.5M +$15.7M 8 1.21% Increased
483
MSA
Mason Street Advisors
Wisconsin
$30.3M -$72.4M 26 0.92% Reduced
484
Utah Retirement Systems
Utah Retirement Systems
Utah
$30.3M +$466K 16 0.79% Increased
485
Lazard Asset Management
Lazard Asset Management
New York
$30.2M -$3.42M 8 0.07% Reduced
486
CI Investments Inc
CI Investments Inc
Ontario, Canada
$30M -$14.2M 1 0.32% Reduced
487
HBWM
Hollow Brook Wealth Management
New York
$29.8M $0 1 9.91% Maintained
488
OA
OFI Advisors
Pennsylvania
$29.8M +$3.26M 29 1.76% Increased
489
AC
Ascend Capital
California
$29.6M +$30.4M 2 1.02% New
490
SH
SeaTown Holdings
Singapore
$29.5M +$27M 1 2.94% New
491
PWLP
Prio Wealth Limited Partnership
Massachusetts
$29.5M -$92.3K 3 1.46% Reduced
492
CAM
Cacti Asset Management
Georgia
$29.3M +$3.27M 1 3.09% Increased
493
PIM
Platinum Investment Management
Australia
$29.2M -$43.6M 1 0.58% Reduced
494
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$29.1M -$2.99M 5 0.84% Reduced
495
CDH
Charles D. Hyman
$29M -$449K 3 4.66% Reduced
496
HC
Hosking & Co
Ireland
$28.8M +$1.6M 3 2.04% Increased
497
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$28.8M -$463K 2 0.54% Reduced
498
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$28.7M +$28.4M 13 0.58% New
499
NEI
Northwest & Ethical Investments
Ontario, Canada
$28.6M +$8.12M 5 1.99% Increased
500
LCP
Lombardia Capital Partners
California
$28.4M -$1.54M 1 0.85% Reduced