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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
WAS
Wesleyan Assurance Society
United Kingdom
$19.1M +$758K 4 4.07% Increased
552
KTA
Keeley-Teton Advisors
Illinois
$19M -$147K 7 3.38% Reduced
553
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$19M +$3.96M 9 0.68% Increased
554
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$19M +$3.79M 7 0.78% Increased
555
HA
Heartland Advisors
Wisconsin
$19M +$425K 5 2.03% Increased
556
BPIM
Brant Point Investment Management
New York
$18.9M +$9.36M 4 2.4% Increased
557
Blackstone Inc
Blackstone Inc
New York
$18.9M +$20.3M 1 0.14% New
558
Donald Smith & Co
Donald Smith & Co
New York
$18.9M +$3.09M 1 1.13% Increased
559
DVI
Deccan Value Investors
Connecticut
$18.9M +$26.9M 1 1.63% New
560
MCL
MIK Capital LP
New York
$18.7M +$15.9M 1 7.19% Increased
561
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$18.7M +$1.39M 8 0.64% Increased
562
Pinnacle Associates
Pinnacle Associates
New York
$18.6M +$1.67M 7 0.56% Increased
563
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$18.4M +$5.91M 2 0.31% Increased
564
CC
Cannell Capital
Wyoming
$18.3M +$2.83M 3 7.61% Increased
565
Nicholas Company
Nicholas Company
Wisconsin
$18.3M -$5.29M 3 0.52% Reduced
566
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$18.2M +$1.6M 2 0.34% Increased
567
LCS
Levin Capital Strategies
New York
$18.2M +$4.88M 5 2.94% Increased
568
Congress Asset Management
Congress Asset Management
Massachusetts
$18.2M -$4.36M 6 0.28% Reduced
569
Gofen & Glossberg
Gofen & Glossberg
Illinois
$18.2M -$512K 3 0.71% Reduced
570
NSCM
New South Capital Management
Tennessee
$18.2M +$18.1M 1 0.81% Increased
571
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$18.2M -$143K 48 1.03% Reduced
572
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$18.1M +$20.4M 1 0.54% Increased
573
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$18.1M -$167K 20 1.1% Reduced
574
Kohlberg Kravis Roberts & Co
Kohlberg Kravis Roberts & Co
New York
$18.1M +$22.3M 1 0.12% Increased
575
FG
Formula Growth
Quebec, Canada
$17.9M -$5.71M 4 3.42% Reduced