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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
PP
Paloma Partners
Connecticut
$24.2M +$18.1M 13 1.04% Increased
552
DnB Asset Management
DnB Asset Management
Norway
$24M -$15.2M 5 0.54% Reduced
553
GA
Geneva Advisors
Illinois
$24M -$11M 5 0.45% Reduced
554
JGUA
John G. Ullman & Associates
New York
$24M -$553K 7 4.51% Reduced
555
GMCM
Gruber & McBaine Capital Management
California
$23.9M +$2.56M 10 6.58% Increased
556
OI
Oakbrook Investments
Illinois
$23.8M +$4.16M 9 1.28% Increased
557
AG
Ashmore Group
United Kingdom
$23.8M +$6.16M 1 5% Increased
558
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$23.8M -$18M 6 1.13% Reduced
559
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$23.7M -$5.07M 15 0.54% Reduced
560
AIM
Atlantic Investment Management
New York
$23.6M -$4M 1 1.5% Reduced
561
NEI
Northwest & Ethical Investments
Ontario, Canada
$23.6M +$2.06M 3 1.59% Increased
562
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$23.6M +$3.91M 18 0.72% Increased
563
CPIM
Columbia Partners Investment Management
Virginia
$23.6M -$7.52M 4 1.22% Reduced
564
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$23.6M +$3.83M 1 2.61% Increased
565
FCIM
Fairview Capital Investment Management
California
$23.5M +$2.18M 2 1.88% Increased
566
Nomura Asset Management
Nomura Asset Management
Japan
$23.5M +$129K 10 0.41% Increased
567
SGCIA
Smith Graham & Co Investment Advisors
Texas
$23.4M -$516K 5 3.34% Reduced
568
Clal Insurance
Clal Insurance
Israel
$23.4M +$23.9M 2 0.56% New
569
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$23.3M -$51.2K 26 1.07% Reduced
570
Virtu KCG Holdings
Virtu KCG Holdings
New York
$23.2M -$664K 29 0.38% Reduced
571
SWITC
Stewart West Indies Trading Company
Colorado
$23M +$7.42M 1 2.2% Increased
572
Meyer Handelman Company
Meyer Handelman Company
New York
$23M +$53.5K 3 1.03% Increased
573
IIM
Ironwood Investment Management
Massachusetts
$22.8M -$757K 6 4.15% Reduced
574
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$22.6M -$997K 10 0.7% Reduced
575
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$22.5M +$3.97M 29 0.78% Increased