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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
CIM
Corda Investment Management
Texas
$47.2M -$795K 1 4.1% Reduced
502
BOK Financial
BOK Financial
Oklahoma
$47M +$48M 15 0.81% New
503
Glenview Trust
Glenview Trust
Kentucky
$46.9M -$65.6K 4 1.81% Reduced
504
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$46.8M -$4.56M 27 0.59% Reduced
505
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$46.3M -$1.08M 7 0.6% Reduced
506
NRS
Neville Rodie & Shaw
New York
$46.3M -$268K 6 3.6% Reduced
507
ZCM
Ziegler Capital Management
Illinois
$46.2M +$2.47M 9 1.67% Increased
508
FBA
Front Barnett Associates
Illinois
$46M -$1.05M 2 4.72% Reduced
509
2L
22NW LP
Washington
$46M +$8.12M 5 13.7% Increased
510
UBS O'Connor
UBS O'Connor
Illinois
$45.8M -$68.3K 4 0.36% Reduced
511
WIC
Willis Investment Counsel
Georgia
$45.6M +$15.2M 4 2.61% Increased
512
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$45.4M -$18.3M 1 0.9% Reduced
513
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$45.2M -$288K 31 1.09% Reduced
514
ING Group
ING Group
Netherlands
$45M +$3.2M 8 0.58% Increased
515
MCM
Maryland Capital Management
Maryland
$44.8M +$860K 2 2.68% Increased
516
HCC
Hill City Capital
Massachusetts
$44.7M $0 2 11.34% Maintained
517
TCM
Tran Capital Management
California
$43.9M -$212K 1 3.68% Reduced
518
ACM
Atika Capital Management
New York
$43.8M -$1.02M 2 2.61% Reduced
519
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$43.6M -$4.02M 14 0.26% Reduced
520
Wolverine Trading
Wolverine Trading
Illinois
$43.6M -$14.6M 26 0.05% Reduced
521
RG
Renaissance Group
Kentucky
$43.5M -$820K 6 1.88% Reduced
522
Samlyn Capital
Samlyn Capital
New York
$43.4M -$23M 3 0.58% Reduced
523
ECG
Edge Capital Group
Georgia
$43.2M +$3.11M 3 3.44% Increased
524
Pacer Advisors
Pacer Advisors
Pennsylvania
$42.6M -$2.26M 25 0.54% Reduced
525
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$42.6M +$878K 3 2.41% Increased