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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
SAM
Southernsun Asset Management
Tennessee
$51.2M +$630K 1 5.61% Increased
477
Glenview Trust
Glenview Trust
Kentucky
$51.2M -$266K 5 1.98% Reduced
478
Norinchukin Bank
Norinchukin Bank
Japan
$50.8M +$613K 8 0.73% Increased
479
CM
Cartica Management
District of Columbia
$50.8M +$48.1M 1 9.74% New
480
CAM
Cidel Asset Management
Ontario, Canada
$50.7M -$32.7M 4 2.05% Reduced
481
PFM
Premier Fund Managers
United Kingdom
$50.5M -$6.26M 4 1.71% Reduced
482
Whittier Trust
Whittier Trust
California
$50.5M +$1.3M 22 0.9% Increased
483
Junto Capital Management
Junto Capital Management
New York
$50.5M +$51.9M 1 1.61% New
484
CIM
Corda Investment Management
Texas
$50.4M -$1.27M 1 4.33% Reduced
485
AIA
AGF Investments America
Ontario, Canada
$50.3M -$1.02M 4 11.88% Reduced
486
HRT Financial
HRT Financial
New York
$50.3M +$35.7M 28 0.46% Increased
487
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$50.2M -$13.5M 11 0.3% Reduced
488
LPU
Lansdowne Partners (UK)
United Kingdom
$50.2M +$475K 1 2% Increased
489
Nicholas Company
Nicholas Company
Wisconsin
$50.2M +$1.67M 4 0.88% Increased
490
ZCM
Ziegler Capital Management
Illinois
$50M -$22.7M 8 1.67% Reduced
491
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$49.6M +$6.48M 22 0.66% Increased
492
FBA
Front Barnett Associates
Illinois
$49.6M +$265K 2 5.05% Increased
493
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$49.4M -$4.3M 7 0.62% Reduced
494
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$49.1M +$5.36M 9 1.17% Increased
495
Hancock Whitney
Hancock Whitney
Mississippi
$48.7M +$14.6M 14 1.56% Increased
496
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$48.4M +$3.94M 2 1.45% Increased
497
UBS O'Connor
UBS O'Connor
Illinois
$48.4M +$12.5K 4 0.43% Increased
498
Conning Inc
Conning Inc
Connecticut
$48.1M +$46.8M 5 1.39% Increased
499
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$48.1M -$18.1M 11 0.86% Reduced
500
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$47.7M +$59.2K 31 1.16% Increased