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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
TAM
Third Avenue Management
New York
$31M -$9.03M 5 4.3% Reduced
502
Winton Group
Winton Group
United Kingdom
$30.9M -$1.36M 20 1.01% Reduced
503
Pacer Advisors
Pacer Advisors
Pennsylvania
$30.8M +$8.69M 26 0.66% Increased
504
AssetMark Inc
AssetMark Inc
California
$30.8M +$28.6M 19 0.2% Increased
505
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$30.8M +$8.59M 25 0.92% Increased
506
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$30.8M +$7.26M 5 2.15% Increased
507
Artisan Partners
Artisan Partners
Wisconsin
$30.6M -$6.76M 2 0.04% Reduced
508
Driehaus Capital Management
Driehaus Capital Management
Illinois
$30.6M +$6.98M 8 0.63% Increased
509
CAM
ClariVest Asset Management
California
$30.4M -$11.7M 26 0.99% Reduced
510
NIMC
NWQ Investment Management Company
California
$30.4M -$12.5M 5 1.37% Reduced
511
Pinnacle Associates
Pinnacle Associates
New York
$30.3M +$569K 8 0.72% Increased
512
WCM Investment Management
WCM Investment Management
California
$30.3M +$2.86M 3 0.11% Increased
513
SAM
Sycomore Asset Management
France
$30.2M +$28.3M 1 8.81% New
514
Huntington National Bank
Huntington National Bank
Ohio
$30.1M +$422K 27 0.44% Increased
515
Beck Mack & Oliver
Beck Mack & Oliver
New York
$30M -$1.21M 2 1.1% Reduced
516
Donald Smith & Co
Donald Smith & Co
New York
$30M -$2.43M 1 1.56% Reduced
517
Squarepoint
Squarepoint
New York
$29.9M -$21.1M 39 0.4% Reduced
518
JGUA
John G. Ullman & Associates
New York
$29.8M +$39.5K 6 6.17% Increased
519
NTCM
Nut Tree Capital Management
New York
$29.7M $0 1 9.01% Maintained
520
WM
Wishbone Management
Illinois
$29.7M +$3.53M 1 6.26% Increased
521
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$29.7M -$155K 2 0.26% Reduced
522
MCM
Maryland Capital Management
Maryland
$29.5M +$417K 2 2.42% Increased
523
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$29.4M +$1.86M 3 0.82% Increased
524
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$29.4M +$96.2K 1 3.06% Increased
525
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$29.2M -$545K 2 2.34% Reduced