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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
Spot Trading
Spot Trading
Illinois
$25.7M -$7.47M 16 0.25% Reduced
527
TCCM
Two Creeks Capital Management
New York
$25.6M +$25.2M 1 2.79% New
528
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$25.4M +$605K 2 2.94% Increased
529
PineBridge Investments
PineBridge Investments
New York
$25.4M -$9.66M 17 0.94% Reduced
530
JGUA
John G. Ullman & Associates
New York
$25.3M +$2.87M 6 4.81% Increased
531
MAMU
Marathon Asset Management (UK)
United Kingdom
$25.3M -$280K 1 0.61% Reduced
532
Driehaus Capital Management
Driehaus Capital Management
Illinois
$25M -$5.29M 7 0.87% Reduced
533
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$24.9M +$1.18M 4 0.65% Increased
534
MAM
Majedie Asset Management
United Kingdom
$24.9M +$20.9M 2 5.7% Increased
535
Reinhart Partners
Reinhart Partners
Wisconsin
$24.9M +$1.09M 4 1.81% Increased
536
NPIC
Neumeier Poma Investment Counsel
California
$24.8M -$4.62M 3 5.43% Reduced
537
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$24.8M +$4.32M 1 2.42% Increased
538
CCM
Century Capital Management
Massachusetts
$24.7M -$1.89M 2 1.42% Reduced
539
DS
Dudley & Shanley
Florida
$24.7M +$3.94M 1 4.98% Increased
540
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$24.6M -$9.48M 5 0.49% Reduced
541
SGCIA
Smith Graham & Co Investment Advisors
Texas
$24.6M -$685K 5 3.33% Reduced
542
MP
Makaira Partners
California
$24.6M +$9.01M 1 4.27% Increased
543
PEAK6 Group
PEAK6 Group
Illinois
$24.5M +$6.59M 14 0.19% Increased
544
CIM
Corda Investment Management
Texas
$24.3M +$347K 1 4.48% Increased
545
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$24.2M +$6.34M 11 0.74% Increased
546
ACM
Ashford Capital Management
Delaware
$24.1M +$1.39M 2 4.92% Increased
547
Parnassus Investments
Parnassus Investments
California
$24.1M +$23.5M 1 0.17% Increased
548
ZC
Zelman Capital
Ohio
$24M +$16.6M 4 7.57% Increased
549
WBG
Wharton Business Group
Pennsylvania
$24M +$13.9M 2 1.98% Increased
550
BCMNY
Buckingham Capital Management (New York)
New York
$24M -$872K 3 2.09% Reduced