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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
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$25.8M +$3.94M 18 0.91% Increased
502
Norinchukin Bank
Norinchukin Bank
Japan
$25.7M -$4.75M 8 0.62% Reduced
503
PWLP
Prio Wealth Limited Partnership
Massachusetts
$25.7M +$287K 4 1.37% Increased
504
ACM
Ashford Capital Management
Delaware
$25.7M -$16.5M 2 5.28% Reduced
505
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$25.6M +$349K 10 0.28% Increased
506
Huntington National Bank
Huntington National Bank
Ohio
$25.6M +$2.39M 22 0.48% Increased
507
CM
CS McKee
Pennsylvania
$25.6M -$13.1M 2 1.63% Reduced
508
SL
Summitry LLC
California
$25.4M +$408K 2 2.55% Increased
509
IP
Interval Partners
New York
$25.3M -$1.41M 4 1.61% Reduced
510
TAM
THB Asset Management
Connecticut
$25.2M -$8.69M 3 3.69% Reduced
511
EI
EAM Investors
California
$24.9M -$11.8M 11 3.35% Reduced
512
Intact Investment Management
Intact Investment Management
Quebec, Canada
$24.9M +$3.18M 5 0.94% Increased
513
HBK Investments
HBK Investments
Texas
$24.8M -$1.72M 13 0.22% Reduced
514
OI
Oakbrook Investments
Illinois
$24.6M -$2.2M 8 1.5% Reduced
515
PSCM
Prince Street Capital Management
New York
$24.5M +$18.2M 1 4.53% Increased
516
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$24.3M -$1.34M 1 0.24% Reduced
517
SW
SVB Wealth
Massachusetts
$24.2M -$779K 7 0.98% Reduced
518
PIM
Provident Investment Management
Michigan
$23.7M +$286K 1 4.93% Increased
519
GIM
GCA Investment Management
New York
$23.7M -$1.93M 2 7.32% Reduced
520
WP
WMS Partners
Maryland
$23.7M -$92.6K 4 3.18% Reduced
521
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$23.7M +$2.51M 2 1.04% Increased
522
Curi RMB Capital
Curi RMB Capital
Illinois
$23.7M -$2.87M 4 1.29% Reduced
523
MAM
Majedie Asset Management
United Kingdom
$23.6M -$3.96M 1 3.79% Reduced
524
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$23.6M +$4.08M 16 0.34% Increased
525
SGCIA
Smith Graham & Co Investment Advisors
Texas
$23.5M -$946K 4 2.99% Reduced