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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
Martingale Asset Management
Martingale Asset Management
Massachusetts
$28.3M +$3.82M 10 0.42% Increased
477
TAM
Third Avenue Management
New York
$28.2M +$4.2M 6 1.29% Increased
478
DCM
Dynamic Capital Management
Jersey
$28M +$9.82M 8 3.61% Increased
479
Asset Management One
Asset Management One
Japan
$27.8M -$5.71M 20 0.41% Reduced
480
Utah Retirement Systems
Utah Retirement Systems
Utah
$27.8M -$728K 14 0.72% Reduced
481
Driehaus Capital Management
Driehaus Capital Management
Illinois
$27.6M -$10.2M 9 0.93% Reduced
482
WIC
Willis Investment Counsel
Georgia
$27.5M +$1.9M 3 2.2% Increased
483
HCM
Huber Capital Management
California
$27.4M -$8.35M 3 1.08% Reduced
484
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$27.4M -$2.04M 2 2.73% Reduced
485
DCM
Dulcet Capital Management
New York
$27.3M -$6.38M 1 8.76% Reduced
486
TCM
Tributary Capital Management
Nebraska
$27.2M -$1.71M 6 3.54% Reduced
487
Barings
Barings
North Carolina
$27.2M +$312K 16 0.71% Increased
488
GPGA
Grandeur Peak Global Advisors
Utah
$27.1M +$2.92M 4 5.28% Increased
489
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$26.9M +$399K 31 1.39% Increased
490
ECP
Electron Capital Partners
New York
$26.9M +$27.5M 7 5.98% Increased
491
UBS O'Connor
UBS O'Connor
Illinois
$26.8M +$3.55M 4 0.4% Increased
492
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$26.8M -$27.5M 2 0.32% Reduced
493
CAM
Capstone Asset Management
Texas
$26.8M -$1.44M 27 0.77% Reduced
494
AHL Partners
AHL Partners
United Kingdom
$26.7M -$6.31K 23 0.99% Reduced
495
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$26.6M -$570K 26 0.22% Reduced
496
HA
Halsey Associates
Connecticut
$26.6M -$390K 4 5.76% Reduced
497
CIM
Corda Investment Management
Texas
$26.3M +$424K 1 4.29% Increased
498
Hood River Capital Management
Hood River Capital Management
Florida
$26.2M +$8M 1 2.69% Increased
499
FCIM
Fairview Capital Investment Management
California
$26M +$1.61M 2 1.99% Increased
500
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$25.8M +$7.64M 2 2.23% Increased