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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
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$25M -$848K 8 0.48% Reduced
552
Palisade Capital Management
Palisade Capital Management
New Jersey
$24.9M -$11.1M 5 0.93% Reduced
553
R.M. Davis Inc
R.M. Davis Inc
Maine
$24.8M +$7.71M 4 1.18% Increased
554
Polar Capital
Polar Capital
United Kingdom
$24.8M -$16M 1 0.4% Reduced
555
Oppenheimer & Co
Oppenheimer & Co
New York
$24.7M -$385K 16 0.72% Reduced
556
GIP
Granite Investment Partners
California
$24.5M +$11.7M 5 1.81% Increased
557
PIM
Provident Investment Management
Michigan
$24.5M +$330K 1 4.74% Increased
558
RCM
Riverhead Capital Management
Delaware
$24.4M -$1.18M 27 1.51% Reduced
559
Capstone Investment Advisors
Capstone Investment Advisors
New York
$24.4M +$5.24M 11 0.75% Increased
560
HCM
Hutchinson Capital Management
California
$24M -$957K 2 6.61% Reduced
561
B
BP
United Kingdom
$23.9M +$7.09M 5 0.9% Increased
562
MC
Menta Capital
California
$23.9M +$402K 19 2% Increased
563
Personal Capital Advisors
Personal Capital Advisors
California
$23.7M +$2.55M 2 0.71% Increased
564
CM
CS McKee
Pennsylvania
$23.7M -$6.31M 2 1.81% Reduced
565
Foresters Investment Management
Foresters Investment Management
New York
$23.7M +$4.61M 2 0.42% Increased
566
NIM
NXG Investment Management
Texas
$23.7M +$10.2M 4 0.71% Increased
567
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$23.6M -$754K 29 1.22% Reduced
568
Highbridge Capital Management
Highbridge Capital Management
New York
$23.6M -$8.4M 18 0.42% Reduced
569
1SAMC
12th Street Asset Management Company
Tennessee
$23.6M +$7.67M 1 7.14% Increased
570
HI
Honeywell International
North Carolina
$23.6M +$1.06M 1 0.79% Increased
571
NA
Neuburgh Advisers
California
$23.6M +$21.8M 16 1.06% New
572
QAM
QCI Asset Management
New York
$23.5M +$7.81M 7 3.13% Increased
573
Meyer Handelman Company
Meyer Handelman Company
New York
$23.4M $0 2 1.04% Maintained
574
Nomura Asset Management
Nomura Asset Management
Japan
$23.4M -$263K 19 0.42% Reduced
575
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$23.3M +$1.98M 18 0.46% Increased