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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
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$23.3M +$8.22M 2 0.77% Increased
527
Maverick Capital
Maverick Capital
Texas
$23.2M -$117M 1 0.32% Reduced
528
Andra AP-fonden
Andra AP-fonden
Sweden
$23.2M -$6.78M 8 0.59% Reduced
529
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$23.2M -$115K 2 2.32% Reduced
530
Curi RMB Capital
Curi RMB Capital
Illinois
$23M -$1.36M 3 1.2% Reduced
531
Bridgewater Associates
Bridgewater Associates
Connecticut
$23M +$4.21M 6 0.29% Increased
532
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$22.9M -$4.19M 1 0.51% Reduced
533
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$22.7M -$3.17M 8 0.69% Reduced
534
SW
SVB Wealth
Massachusetts
$22.4M +$2.29M 7 0.91% Increased
535
EAM
Exane Asset Management
France
$22.4M +$1.88M 3 8.68% Increased
536
WBC
Westpac Banking Corp
Australia
$22.3M +$4.6M 15 0.24% Increased
537
KBI Global Investors
KBI Global Investors
Ireland
$22.2M +$21.6M 4 0.59% New
538
FMW
Farr Miller & Washington
District of Columbia
$22.2M +$226K 2 2.5% Increased
539
Martingale Asset Management
Martingale Asset Management
Massachusetts
$22.1M -$872K 10 0.37% Reduced
540
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$22.1M +$314K 7 2.16% Increased
541
HCM
Hutchinson Capital Management
California
$22.1M -$104K 2 6.7% Reduced
542
PTC
Petrus Trust Company
Texas
$22.1M +$517K 6 4.98% Increased
543
TAM
Third Avenue Management
New York
$22M -$5.46M 5 0.98% Reduced
544
SAM
Skyline Asset Management
Illinois
$22M -$7.22M 1 1.62% Reduced
545
Burney Company
Burney Company
Virginia
$22M +$1.06M 5 1.58% Increased
546
TPCM
Tide Point Capital Management
Connecticut
$21.9M -$62.3M 1 1.66% Reduced
547
MAM
Majedie Asset Management
United Kingdom
$21.9M +$2.45M 1 3.61% Increased
548
WIC
Willis Investment Counsel
Georgia
$21.7M +$158K 3 1.85% Increased
549
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$21.5M -$617K 11 0.56% Reduced
550
USS Investment Management
USS Investment Management
United Kingdom
$21.4M -$6 1 0.37% Reduced