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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
Quadrature Capital
Quadrature Capital
United Kingdom
$37.6M +$14.5M 14 1.57% Increased
527
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$37M +$346K 16 0.32% Increased
528
JGUA
John G. Ullman & Associates
New York
$36.7M +$6.06M 8 5.89% Increased
529
CIM
Chiron Investment Management
New York
$36.6M -$55.4M 2 6.15% Reduced
530
PAIM
Punch & Associates Investment Management
Minnesota
$36.6M +$59.9K 4 2.56% Increased
531
Old National Bancorp
Old National Bancorp
Indiana
$36.4M +$19.8M 10 1.23% Increased
532
RG
Renaissance Group
Kentucky
$36.4M +$1.57M 7 1.88% Increased
533
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$36.4M +$5.62M 2 1.13% Increased
534
Gofen & Glossberg
Gofen & Glossberg
Illinois
$36.3M -$123K 6 0.96% Reduced
535
Winton Group
Winton Group
United Kingdom
$36.2M +$33.3M 13 1.92% Increased
536
MCI
McDonald Capital Investors
California
$36.1M -$288K 1 3.01% Reduced
537
Norinchukin Bank
Norinchukin Bank
Japan
$36M -$9.79M 8 0.71% Reduced
538
Banco Santander
Banco Santander
Spain
$36M -$2.57M 4 0.48% Reduced
539
TCW Group
TCW Group
California
$36M +$458K 8 0.47% Increased
540
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$35.9M -$1.65M 14 0.81% Reduced
541
Chilton Capital Management
Chilton Capital Management
Texas
$35.7M -$437K 7 2.18% Reduced
542
ACM
Atika Capital Management
New York
$35.6M -$12.5M 2 4% Reduced
543
Reinhart Partners
Reinhart Partners
Wisconsin
$35.4M +$20.6M 2 1.94% Increased
544
IECM
Intrinsic Edge Capital Management
Illinois
$35.3M -$32.8K 6 2.76% Reduced
545
RIA
RPG Investment Advisory
California
$35.1M +$50.4K 4 7.11% Increased
546
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$34.9M +$4.4M 7 2.32% Increased
547
HCM
Hahn Capital Management
California
$34.7M -$2.07M 3 9.17% Reduced
548
Penserra Capital Management
Penserra Capital Management
California
$34.5M -$11.5M 17 0.94% Reduced
549
WAS
Wesleyan Assurance Society
United Kingdom
$34.4M $0 3 4.92% Maintained
550
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$34.3M +$5.46M 4 1.31% Increased