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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
BOK Financial
BOK Financial
Oklahoma
$37.3M +$4.44M 14 0.71% Increased
527
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$37.2M +$2.68M 30 1.08% Increased
528
HCM
Hodges Capital Management
Texas
$37.1M -$2.2M 7 5.85% Reduced
529
PFC
Poplar Forest Capital
California
$37.1M -$4.73M 5 4.35% Reduced
530
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$36.7M +$32.2M 11 0.68% New
531
Burney Company
Burney Company
Virginia
$36.3M -$1.55M 8 1.99% Reduced
532
NSCM
New South Capital Management
Tennessee
$36.3M +$245K 1 1.2% Increased
533
C
Chescapmanager
Maryland
$36.3M +$3.58M 2 4.42% Increased
534
Huntington National Bank
Huntington National Bank
Ohio
$36.2M -$392K 26 0.47% Reduced
535
Artisan Partners
Artisan Partners
Wisconsin
$35.9M +$113K 1 0.04% Increased
536
LCM
Lionstone Capital Management
New York
$35.7M $0 1 10.55% Maintained
537
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$35.5M +$13.3M 3 1.69% Increased
538
PPCM
Pillar Pacific Capital Management
California
$35.5M -$592K 7 2.96% Reduced
539
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$35.2M +$865K 3 2.39% Increased
540
GGHC
Gilder Gagnon Howe & Co
New York
$35.1M -$4.12M 4 0.17% Reduced
541
Mariner
Mariner
Kansas
$35M +$19.9M 5 0.27% Increased
542
AIA
AGF Investments America
Ontario, Canada
$35M -$1.54M 4 9.03% Reduced
543
MCM
Maryland Capital Management
Maryland
$35M +$385K 2 2.46% Increased
544
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$34.8M $0 1 3.25% Maintained
545
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$34.6M -$4.61M 2 0.47% Reduced
546
Nicholas Company
Nicholas Company
Wisconsin
$34.5M +$6.81M 3 0.65% Increased
547
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$34.3M -$16.9M 9 0.21% Reduced
548
JVBC
J.V. Bruni & Co
Colorado
$34.2M -$229K 2 5.25% Reduced
549
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$34.1M +$1.14M 20 0.45% Increased
550
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$33.9M -$16.7M 8 7.13% Reduced