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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
Voloridge Investment Management
Voloridge Investment Management
Florida
$30.7M +$21.3M 13 0.53% Increased
527
STB
S&T Bank
Pennsylvania
$30.7M -$1.3M 3 6.64% Reduced
528
IAM
Impala Asset Management
Florida
$30.5M -$122M 3 2.2% Reduced
529
FCI
Financial Counselors Inc
Kansas
$30.3M -$383K 8 1.19% Reduced
530
Trillium Asset Management
Trillium Asset Management
Massachusetts
$30.3M +$1.25M 4 1.42% Increased
531
FBA
Front Barnett Associates
Illinois
$30.2M +$170K 2 5% Increased
532
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$30.1M +$29.4M 2 0.71% New
533
First Manhattan
First Manhattan
New York
$29.9M -$2.92M 14 0.16% Reduced
534
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$29.7M -$88.9M 6 0.35% Reduced
535
RGI
River Global Investors
United Kingdom
$29.5M +$6.12M 4 2.07% Increased
536
AQR Arbitrage
AQR Arbitrage
Connecticut
$29.3M -$11.7M 3 0.43% Reduced
537
SW
SVB Wealth
Massachusetts
$29.2M -$6.71M 8 0.58% Reduced
538
KTA
Keeley-Teton Advisors
Illinois
$29.2M -$1.43M 8 3.08% Reduced
539
NCGI
Next Century Growth Investors
Minnesota
$29.1M -$8.37M 8 4.68% Reduced
540
Robeco Schweiz
Robeco Schweiz
Switzerland
$29.1M -$3.82M 5 1.25% Reduced
541
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$29.1M -$57.6M 12 0.19% Reduced
542
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$29M +$341K 2 2.26% Increased
543
GIP
Granite Investment Partners
California
$28.9M +$13.2M 6 1.49% Increased
544
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$28.9M +$5.68M 10 1.57% Increased
545
BB&T Securities
BB&T Securities
Virginia
$28.8M -$5.15M 18 0.26% Reduced
546
PC
Packer & Co
Australia
$28.8M $0 1 2.93% Maintained
547
GF
Greenhouse Funds
Maryland
$28.7M -$12.1M 2 5.82% Reduced
548
SCM
Sandler Capital Management
New York
$28.7M +$50.9K 3 2.51% Increased
549
NRS
Neville Rodie & Shaw
New York
$28.2M -$8.21K 5 2.98% Reduced
550
TAM
Telemark Asset Management
Massachusetts
$28M +$3.03M 1 4.39% Increased