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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
Vident Investment Advisory
Vident Investment Advisory
Georgia
$27.1M +$12.3M 7 1.67% Increased
477
CAM
Capstone Asset Management
Texas
$27M -$3.22M 28 0.78% Reduced
478
GCM
Gruss Capital Management
New York
$26.9M +$19.7M 1 0.85% Increased
479
QI
QV Investors
Alberta, Canada
$26.9M +$190K 1 3.58% Increased
480
Utah Retirement Systems
Utah Retirement Systems
Utah
$26.5M -$444K 17 0.72% Reduced
481
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$26.4M -$636K 1 0.59% Reduced
482
Jane Street
Jane Street
New York
$26.4M +$5.47M 21 0.15% Increased
483
FQ
First Quadrant
California
$26.3M -$10.4M 6 0.57% Reduced
484
Melvin Capital Management
Melvin Capital Management
New York
$26.3M -$4.27M 1 0.99% Reduced
485
CCM
Cadence Capital Management
Massachusetts
$26.1M +$516K 9 1.84% Increased
486
Westwood Holdings Group
Westwood Holdings Group
Texas
$26.1M -$33.3M 7 0.23% Reduced
487
HCMT
Highland Capital Management (Texas)
Texas
$26M +$1.53M 1 1.15% Increased
488
KCM
Knighthead Capital Management
New York
$25.9M -$2.09M 1 10.51% Reduced
489
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$25.9M +$395K 2 2.8% Increased
490
TAM
Third Avenue Management
New York
$25.8M -$1.86M 5 0.99% Reduced
491
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$25.8M -$5.53M 28 0.22% Reduced
492
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$25.8M -$6.07M 25 0.66% Reduced
493
ALPS Advisors
ALPS Advisors
Colorado
$25.8M -$1.78M 7 0.27% Reduced
494
IP
Interval Partners
New York
$25.7M +$15.2M 8 2.22% Increased
495
DFO
Duquesne Family Office
New York
$25.3M +$22.1M 1 1.89% New
496
RS Investment Management
RS Investment Management
California
$25.2M +$21.7M 2 0.25% New
497
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$25.2M -$168K 47 0.44% Reduced
498
EARNEST Partners
EARNEST Partners
Georgia
$24.8M -$12.2M 4 0.26% Reduced
499
SH
SeaTown Holdings
Singapore
$24.8M -$16.6M 1 6.92% Reduced
500
Barings
Barings
North Carolina
$24.7M +$7.23M 15 0.66% Increased