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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
Winton Group
Winton Group
United Kingdom
$21.7M -$6.92M 1 0.37% Reduced
552
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$21.7M -$319K 1 0.51% Reduced
553
CAM
ClariVest Asset Management
California
$21.7M +$12.3M 16 0.63% Increased
554
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$21.6M -$21.1M 10 0.38% Reduced
555
CCP
Cryder Capital Partners
United Kingdom
$21.6M +$3.36M 1 12.68% Increased
556
SAM
Southernsun Asset Management
Tennessee
$21.6M +$21M 1 0.54% Increased
557
RSCM
Rail-Splitter Capital Management
Illinois
$21.6M +$9.54M 2 6.02% Increased
558
RCM
Riverhead Capital Management
Delaware
$21.5M -$59M 27 1.39% Reduced
559
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$21.5M -$1.07M 28 1.13% Reduced
560
RCM
Redwood Capital Management
New York
$21.5M -$14.5M 2 2.93% Reduced
561
OCG
Opus Capital Group
Ohio
$21.5M -$348K 4 4.43% Reduced
562
Nomura Asset Management
Nomura Asset Management
Japan
$21.4M -$1.61M 9 0.38% Reduced
563
Samlyn Capital
Samlyn Capital
New York
$21.4M +$22.2M 1 0.51% New
564
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$21.3M +$9.5M 6 0.71% Increased
565
Andra AP-fonden
Andra AP-fonden
Sweden
$21.2M -$3.51M 8 0.57% Reduced
566
PTC
Petrus Trust Company
Texas
$21.2M -$2.71M 4 4.84% Reduced
567
PRA
Parametric Risk Advisors
Connecticut
$21.1M +$18K 2 1.42% Increased
568
FBA
Front Barnett Associates
Illinois
$21.1M -$188K 2 4.02% Reduced
569
RIM
Ranger Investment Management
Texas
$21.1M -$15.5M 3 1.51% Reduced
570
WPC
Waters Parkerson & Co
Louisiana
$21M +$120K 3 2.15% Increased
571
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$20.9M -$22.3M 14 0.15% Reduced
572
SRC
Shufro Rose & Co
New York
$20.9M +$26.2K 4 2.34% Increased
573
AIS
American Investment Services
Massachusetts
$20.9M +$4.94M 2 8.68% Increased
574
PP
Paloma Partners
Connecticut
$20.9M -$12.5M 18 0.26% Reduced
575
FMW
Farr Miller & Washington
District of Columbia
$20.7M -$1.33M 1 2.26% Reduced