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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
ACK Asset Management
ACK Asset Management
Connecticut
$41.8M -$16.4M 3 16.63% Reduced
552
Covalis Capital
Covalis Capital
United Kingdom
$41.6M +$43.4M 2 8.53% New
553
Southeastern Asset Management
Southeastern Asset Management
Tennessee
$41.6M -$4.7M 1 0.89% Reduced
554
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$41.4M -$432K 3 2.55% Reduced
555
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$41.3M -$14.5M 10 0.91% Reduced
556
Spire Wealth Management
Spire Wealth Management
Virginia
$41.3M +$38.1M 26 1.1% New
557
SAM
Sandbar Asset Management
United Kingdom
$41.3M +$13.3M 4 5.47% Increased
558
ING Group
ING Group
Netherlands
$41.2M -$1.05M 8 0.85% Reduced
559
Levin Capital Strategies
Levin Capital Strategies
New York
$41.1M -$559K 6 4.38% Reduced
560
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$41.1M -$4.74M 6 0.41% Reduced
561
Marathon Asset Management (UK)
Marathon Asset Management (UK)
United Kingdom
$41M -$1.27M 1 0.57% Reduced
562
RI
Redwood Investments
Massachusetts
$41M +$1.06M 2 3.6% Increased
563
Castleark Management
Castleark Management
Illinois
$40.7M +$24.3M 6 1.47% Increased
564
Cadinha & Co
Cadinha & Co
Hawaii
$40.3M +$13.7M 2 5.8% Increased
565
SCM
Stadium Capital Management
Connecticut
$40.3M -$13.3M 1 18.81% Reduced
566
Sit Investment Associates
Sit Investment Associates
Minnesota
$40.3M -$424K 11 1.05% Reduced
567
HCM
Hahn Capital Management
California
$40.1M -$5.36M 3 8.71% Reduced
568
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$40M -$662K 8 1.05% Reduced
569
Xponance
Xponance
Pennsylvania
$40M -$56.8K 20 0.85% Reduced
570
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$39.9M +$12.9M 9 1.03% Increased
571
Cutler Investment Counsel
Cutler Investment Counsel
Oregon
$39.5M -$3.92M 2 6.86% Reduced
572
Maryland Capital Management
Maryland Capital Management
Maryland
$39.2M +$898K 2 2.62% Increased
573
Quilter Plc
Quilter Plc
United Kingdom
$39M +$183K 4 1.23% Increased
574
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$38.3M +$22.1M 35 0.67% Increased
575
First Manhattan
First Manhattan
New York
$38.3M -$98.9K 19 0.17% Reduced