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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
NCGI
Next Century Growth Investors
Minnesota
$26.7M -$4.37M 5 2.78% Reduced
552
SCM
Snow Capital Management
Pennsylvania
$26.5M -$1.05M 3 5.28% Reduced
553
PFC
Poplar Forest Capital
California
$26.5M +$4.58M 2 3.24% Increased
554
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$26.4M +$12.4M 24 1.15% Increased
555
First Manhattan
First Manhattan
New York
$26.4M -$493K 16 0.14% Reduced
556
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$26.3M +$533K 16 0.5% Increased
557
Gofen & Glossberg
Gofen & Glossberg
Illinois
$26.2M -$183K 4 0.81% Reduced
558
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$26.2M +$3.9M 9 0.2% Increased
559
WAS
Wesleyan Assurance Society
United Kingdom
$26M $0 4 4.28% Maintained
560
RI
Redwood Investments
Massachusetts
$26M -$5.75M 2 2.19% Reduced
561
Whittier Trust
Whittier Trust
California
$25.6M +$369K 21 0.61% Increased
562
BOK Financial
BOK Financial
Oklahoma
$25.6M +$2.44M 10 0.56% Increased
563
SAM
Shell Asset Management
Netherlands
$25.6M +$1.24M 30 0.59% Increased
564
PCM
Parsifal Capital Management
Connecticut
$25.2M +$1.88M 1 4.5% Increased
565
PEAK6 Investments
PEAK6 Investments
Illinois
$25.2M -$25.5M 20 0.06% Reduced
566
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$25.1M -$3.61M 2 1.4% Reduced
567
SAM
Securian Asset Management
Minnesota
$25M -$442K 20 0.61% Reduced
568
Curi RMB Capital
Curi RMB Capital
Illinois
$24.9M -$1.05M 10 1.08% Reduced
569
Chilton Investment Company
Chilton Investment Company
Connecticut
$24.8M -$47.9M 1 0.73% Reduced
570
Quilter Plc
Quilter Plc
United Kingdom
$24.6M -$1.01M 5 0.97% Reduced
571
Xponance
Xponance
Pennsylvania
$24.5M +$4.52M 19 0.6% Increased
572
ET
Equitable Trust
Tennessee
$24.5M +$97.9K 4 2.08% Increased
573
OCAM
Onex Canada Asset Management
Ontario, Canada
$24.4M -$4.58M 2 1.6% Reduced
574
Nicholas Company
Nicholas Company
Wisconsin
$24.4M +$6.31K 3 0.51% Increased
575
TCM
Tygh Capital Management
Oregon
$24.4M -$7.25M 4 4.62% Reduced