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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
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$31M -$10.9M 4 0.65% Reduced
527
Driehaus Capital Management
Driehaus Capital Management
Illinois
$30.6M +$5.56M 11 0.96% Increased
528
NCM
Narwhal Capital Management
Georgia
$30.3M -$452K 2 6.27% Reduced
529
C
Chescapmanager
Maryland
$30.3M -$7.67M 2 3.02% Reduced
530
KCM
Knighthead Capital Management
New York
$30.1M $0 1 4.19% Maintained
531
LIM
Lathrop Investment Management
Arkansas
$30.1M -$292K 2 8.54% Reduced
532
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$30.1M +$6.08M 11 0.24% Increased
533
First Manhattan
First Manhattan
New York
$30.1M -$2.01M 13 0.17% Reduced
534
GHCM
Glen Harbor Capital Management
California
$30M +$14.6M 23 0.63% Increased
535
Robeco Schweiz
Robeco Schweiz
Switzerland
$29.9M +$5.42M 5 1.27% Increased
536
CC
Cannell & Co
New York
$29.9M +$3.64M 4 1.13% Increased
537
RGI
River Global Investors
United Kingdom
$29.5M -$3.45M 4 2.06% Reduced
538
OCAM
Onex Canada Asset Management
Ontario, Canada
$29.5M +$24.4M 1 1.76% Increased
539
FBA
Front Barnett Associates
Illinois
$29.3M -$2.87M 2 4.92% Reduced
540
Bridgewater Associates
Bridgewater Associates
Connecticut
$29.3M -$28.1M 4 0.23% Reduced
541
ARTA
A.R.T. Advisors
New York
$29.2M -$6.28M 26 1.66% Reduced
542
3CP
3G Capital Partners
New York
$29.2M +$28.8M 1 3.77% New
543
VDBMI
Van Den Berg Management I
Texas
$29M -$4.81M 2 4.33% Reduced
544
LPAM
Legion Partners Asset Management
California
$28.8M $0 1 7.07% Maintained
545
Trillium Asset Management
Trillium Asset Management
Massachusetts
$28.7M +$1.27M 4 1.38% Increased
546
WCM Investment Management
WCM Investment Management
California
$28.3M +$801K 4 0.18% Increased
547
PC
Packer & Co
Australia
$28.3M $0 1 2.79% Maintained
548
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$28.2M +$12.3M 12 1.33% Increased
549
TCM
Tran Capital Management
California
$28.1M -$885K 1 3.5% Reduced
550
LCS
Levin Capital Strategies
New York
$28.1M +$15.7M 3 2.77% Increased