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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
551
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$29.2M -$72.8K 26 1.35% Reduced
552
NIM
NXG Investment Management
Texas
$29.1M +$6.11M 13 0.68% Increased
553
SCM
Sandler Capital Management
New York
$29M -$110M 3 1.22% Reduced
554
KCA
KR Capital Advisors
New York
$29M +$5.69M 3 6.57% Increased
555
Placemark Investments
Placemark Investments
Illinois
$28.9M +$1.56M 23 0.52% Increased
556
CEP
Chicago Equity Partners
Illinois
$28.6M -$10.6M 9 0.76% Reduced
557
Spot Trading
Spot Trading
Illinois
$28.5M +$18.8M 18 0.14% Increased
558
SG
Swarthmore Group
Pennsylvania
$28.5M +$4.29M 1 3% Increased
559
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$28.1M -$1.75M 4 2.39% Reduced
560
GWM
Greenwich Wealth Management
Connecticut
$28M $0 4 1.86% Maintained
561
BII
Baring International Investment
United Kingdom
$28M -$246K 2 1.78% Reduced
562
Highbridge Capital Management
Highbridge Capital Management
New York
$27.9M +$22.2M 11 0.34% Increased
563
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$27.9M -$15.5K 2 0.86% Reduced
564
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$27.8M -$884K 4 1.81% Reduced
565
ACG
Anchorage Capital Group
New York
$27.8M -$6.5M 1 0.78% Reduced
566
GA
GFS Advisors
Texas
$27.7M -$475K 4 11.28% Reduced
567
FAM
Foundation Asset Management
New York
$27.6M +$1.56M 1 7.92% Increased
568
Meyer Handelman Company
Meyer Handelman Company
New York
$27.6M +$159K 3 1.28% Increased
569
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$27.4M +$470K 6 1.34% Increased
570
RAM
RWC Asset Management
United Kingdom
$27.2M +$10.6M 4 2.42% Increased
571
WAM
World Asset Management
Michigan
$27.1M -$869K 22 0.83% Reduced
572
Nomura Asset Management
Nomura Asset Management
Japan
$27M +$659K 9 0.5% Increased
573
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$27M -$2.77M 3 0.67% Reduced
574
EULAV Asset Management
EULAV Asset Management
Florida
$26.6M -$1.18M 3 1.42% Reduced
575
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$26.5M -$1.98M 3 0.55% Reduced