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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
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$58.9M +$4.52M 23 0.52% Increased
477
Cantor Fitzgerald
Cantor Fitzgerald
New York
$57.7M -$9.31M 5 1.23% Reduced
478
Front Street Capital Management
Front Street Capital Management
Montana
$57.7M -$759K 2 12.45% Reduced
479
Wilkinson Global Asset Management
Wilkinson Global Asset Management
New York
$57.6M -$1.15M 1 4.56% Reduced
480
NAM
NorthCrest Asset Manangement
Minnesota
$57.5M +$728K 8 2.39% Increased
481
Nissay Asset Management
Nissay Asset Management
Japan
$57.2M -$24.3M 10 0.51% Reduced
482
Ziegler Capital Management
Ziegler Capital Management
Illinois
$57M -$438K 7 2.25% Reduced
483
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$57M +$2.34M 2 2.19% Increased
484
Gotham Asset Management
Gotham Asset Management
New York
$56.9M +$22.4M 26 1.38% Increased
485
Durable Capital Partners
Durable Capital Partners
Maryland
$56.6M +$57.4M 1 0.53% New
486
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$56M -$10.1M 5 0.76% Reduced
487
Punch & Associates Investment Management
Punch & Associates Investment Management
Minnesota
$55.7M -$1.1M 4 3.59% Reduced
488
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$55.7M +$7.74M 2 1.5% Increased
489
AC
Albar Capital
United Kingdom
$55.6M +$43.8M 3 10.44% Increased
490
Levin Capital Strategies
Levin Capital Strategies
New York
$55.5M +$11.8M 5 6.88% Increased
491
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$55.4M -$5.76M 19 1.47% Reduced
492
Leeward Investments
Leeward Investments
Massachusetts
$55.1M -$1.27M 3 2.51% Reduced
493
Banco Santander
Banco Santander
Spain
$55.1M +$12.6M 6 0.81% Increased
494
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$55M -$745K 2 0.86% Reduced
495
AAM
Ardevora Asset Management
United Kingdom
$54.9M +$1.43M 2 0.99% Increased
496
RWC Asset Management
RWC Asset Management
United Kingdom
$54.7M -$11.2M 2 1.69% Reduced
497
LCM
Lionstone Capital Management
New York
$54.6M $0 1 18.59% Maintained
498
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$54.3M +$4.07M 17 0.45% Increased
499
Natixis
Natixis
France
$53.8M -$31.7M 17 0.49% Reduced
500
KMC
Kirr Marbach & Co
Indiana
$53.6M -$292K 4 16.6% Reduced