← All themes

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
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$24.6M -$12.9M 3 0.14% Reduced
502
AHL Partners
AHL Partners
United Kingdom
$24.6M +$17.2M 15 1.54% Increased
503
PFC
Phocas Financial Corp
California
$24.6M +$4.89M 4 1.89% Increased
504
USS Investment Management
USS Investment Management
United Kingdom
$24.5M -$5.86M 1 0.41% Reduced
505
ING Group
ING Group
Netherlands
$24.5M -$32.3M 8 0.31% Reduced
506
TCM
Tygh Capital Management
Oregon
$24.4M +$358K 5 7.13% Increased
507
GPGA
Grandeur Peak Global Advisors
Utah
$24.4M +$2.26M 4 4.87% Increased
508
FCIM
Fairview Capital Investment Management
California
$24.3M +$1.78M 2 2.01% Increased
509
NA
Navellier & Associates
Nevada
$24.3M -$3.46M 6 3.16% Reduced
510
DILH
Dai-ichi Life Holdings
Japan
$24.1M +$3.53M 7 0.73% Increased
511
NAP
New Amsterdam Partners
New York
$23.9M -$651K 2 2.5% Reduced
512
HA
Halsey Associates
Connecticut
$23.7M -$606K 4 5.33% Reduced
513
MAM
Majedie Asset Management
United Kingdom
$23.7M -$51.1M 1 3.48% Reduced
514
HEIP
Hudson Edge Investment Partners
New Jersey
$23.7M -$2.09M 3 2.34% Reduced
515
LG
Leuthold Group
Minnesota
$23.5M -$2.31M 5 2.57% Reduced
516
Washington Trust
Washington Trust
Rhode Island
$23.5M +$1.25M 3 1.57% Increased
517
ECP
Elk Creek Partners
Colorado
$23.5M +$10.8M 3 1.74% Increased
518
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$23.4M +$2.13M 10 0.72% Increased
519
BP
Banbury Partners
North Carolina
$23.3M -$1.09M 1 7.9% Reduced
520
FMA
Fiduciary Management Associates
Illinois
$23.2M -$201K 1 1.52% Reduced
521
Magnetar Financial
Magnetar Financial
Illinois
$23.1M +$1M 6 0.36% Increased
522
RCMC
RK Capital Management (Colorado)
Colorado
$23.1M +$256K 1 3.83% Increased
523
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$22.9M +$320K 7 2.41% Increased
524
AC
Amici Capital
New York
$22.9M -$6.75M 3 2.71% Reduced
525
CIM
Corda Investment Management
Texas
$22.9M +$74.8K 1 4.01% Increased