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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
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$99.8M +$941K 26 1.14% Increased
502
USS Investment Management
USS Investment Management
United Kingdom
$99.3M +$4.89M 11 0.59% Increased
503
Ancora Advisors
Ancora Advisors
Ohio
$98.9M +$4.25M 36 2.05% Increased
504
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$98.4M +$23.7M 9 0.27% Increased
505
Huntington National Bank
Huntington National Bank
Ohio
$96.2M -$2.78M 49 0.63% Reduced
506
GACM
Global Alpha Capital Management
Quebec, Canada
$96.1M +$11.5M 4 5.99% Increased
507
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$95.7M +$212K 6 3.03% Increased
508
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$95.3M -$4M 7 0.7% Reduced
509
CSM Advisors
CSM Advisors
Pennsylvania
$94.8M +$59.5M 11 2.76% Increased
510
Engineers Gate Manager
Engineers Gate Manager
New York
$94.6M -$27.4M 35 1.18% Reduced
511
Vident Advisory
Vident Advisory
Georgia
$94.4M +$14.8M 24 1.06% Increased
512
EP
Edgestream Partners
New Jersey
$93.4M +$33.9M 20 2.6% Increased
513
Evercore Wealth Management
Evercore Wealth Management
New York
$93.3M +$14.1M 9 1.45% Increased
514
KMC
Kirr Marbach & Co
Indiana
$93.2M +$4.29M 5 18.42% Increased
515
Private Advisor Group
Private Advisor Group
New Jersey
$92.8M +$6.87M 23 0.5% Increased
516
AGA
Altrinsic Global Advisors
Connecticut
$92.4M +$32.3M 2 3.34% Increased
517
Nissay Asset Management
Nissay Asset Management
Japan
$92.3M -$56.2M 11 0.54% Reduced
518
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$92.3M -$960K 13 0.74% Reduced
519
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$91.9M +$25.3M 7 0.46% Increased
520
NCGI
Next Century Growth Investors
Minnesota
$91.9M +$14.5M 7 7.1% Increased
521
GIA
Guyasuta Investment Advisors
Pennsylvania
$91.6M -$1.35M 8 5.61% Reduced
522
WCM Investment Management
WCM Investment Management
California
$91.5M +$10.5M 7 0.21% Increased
523
First Pacific Advisors
First Pacific Advisors
California
$91.3M +$1.15M 1 1.31% Increased
524
Country Trust Bank
Country Trust Bank
Illinois
$90.6M -$1.34M 9 2.03% Reduced
525
MPMG
Minneapolis Portfolio Management Group
Minnesota
$90M -$645K 3 11.12% Reduced