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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
526
Barings
Barings
North Carolina
$26.9M -$2.83M 13 0.59% Reduced
527
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$26.9M +$8.24M 42 0.6% Increased
528
Asset Management One
Asset Management One
Japan
$26.9M +$3.03M 17 0.35% Increased
529
OA
OFI Advisors
Pennsylvania
$26.8M +$2.67M 29 1.72% Increased
530
Driehaus Capital Management
Driehaus Capital Management
Illinois
$26.8M -$12.7M 8 1.08% Reduced
531
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$26.3M +$6.8M 1 1.89% Increased
532
AA
Ancient Art
Texas
$26.3M -$15.3M 1 6.83% Reduced
533
SGDR
SPX Gestao de Recursos
Brazil
$26.2M +$11.5M 2 8.95% Increased
534
MCC
Mid Continent Capital
Illinois
$26M -$5.08M 1 1.48% Reduced
535
Placemark Investments
Placemark Investments
Illinois
$26M -$722K 19 0.46% Reduced
536
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$25.7M +$25.9K 14 0.17% Increased
537
CAM
Cacti Asset Management
Georgia
$25.5M -$63.4K 1 2.88% Reduced
538
QI
QV Investors
Alberta, Canada
$25.5M +$794K 1 3.15% Increased
539
CCM
Century Capital Management
Massachusetts
$25.4M +$1.06M 2 1.47% Increased
540
AAP
Ardsley Advisory Partners
Connecticut
$25.3M -$5.09M 7 4.01% Reduced
541
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$25.1M +$2.41K 3 2.92% Increased
542
Gofen & Glossberg
Gofen & Glossberg
Illinois
$25.1M -$1.13M 2 1.08% Reduced
543
Robeco Schweiz
Robeco Schweiz
Switzerland
$25M +$616K 5 1.91% Increased
544
EULAV Asset Management
EULAV Asset Management
Florida
$25M -$801K 3 1.34% Reduced
545
Reinhart Partners
Reinhart Partners
Wisconsin
$24.6M -$1.83M 4 1.83% Reduced
546
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$24.6M -$4.85M 3 0.65% Reduced
547
ACG
Anchorage Capital Group
New York
$24.5M $0 1 0.51% Maintained
548
SC
Salzman & Co
New York
$24.3M -$8.5M 1 5.44% Reduced
549
BCMNY
Buckingham Capital Management (New York)
New York
$24.2M -$18.9M 2 2.14% Reduced
550
CIM
Corda Investment Management
Texas
$24.2M +$6.45M 1 4.56% Increased