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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
501
FCG
FrontFour Capital Group
Connecticut
$28.7M +$11.6M 3 4.62% Increased
502
Marshall Wace North America
Marshall Wace North America
New York
$28.5M +$4.7M 11 0.87% Increased
503
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$28.4M -$886K 11 8.47% Reduced
504
TCM
Tygh Capital Management
Oregon
$28.3M -$1.98M 9 6.34% Reduced
505
OCAM
Onex Canada Asset Management
Ontario, Canada
$28.2M +$14.8M 1 1.78% Increased
506
KCA
KR Capital Advisors
New York
$28.2M +$17.2M 3 4.65% Increased
507
Saturna Capital
Saturna Capital
Washington
$28.1M +$86.9K 2 0.75% Increased
508
HCMT
Highland Capital Management (Texas)
Texas
$27.7M -$50.4M 3 1.79% Reduced
509
Stifel Nicolaus & Co
Stifel Nicolaus & Co
Missouri
$27.6M +$577K 13 0.46% Increased
510
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$27.4M -$498K 4 1% Reduced
511
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$27.2M +$22.7M 3 1.35% Increased
512
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$27.1M +$6.4M 10 0.07% Increased
513
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$27M -$1.32M 11 0.44% Reduced
514
Washington Trust
Washington Trust
Rhode Island
$27M -$234K 3 2.16% Reduced
515
DAM
Deltec Asset Management
New York
$26.8M -$462K 5 7.02% Reduced
516
MDCM
Morgan Dempsey Capital Management
Wisconsin
$26.8M +$508K 6 9.32% Increased
517
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$26.7M -$2.58M 4 2.12% Reduced
518
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$26.6M +$85.7K 18 1.08% Increased
519
VFM
Viking Fund Management
North Dakota
$26.6M +$7.56M 2 4.7% Increased
520
RCM
Rutabaga Capital Management
Massachusetts
$26.4M +$4.58M 3 2.87% Increased
521
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$26.4M +$476K 3 3.07% Increased
522
OI
Oakbrook Investments
Illinois
$26.3M -$5.25M 10 0.77% Reduced
523
TA
Teton Advisors
New York
$26.2M +$3.56M 10 2.03% Increased
524
Acadian Asset Management
Acadian Asset Management
Massachusetts
$26.2M -$22.2M 16 0.17% Reduced
525
FQ
First Quadrant
California
$26.1M +$6.36M 8 0.66% Increased