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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
FBA
Front Barnett Associates
Illinois
$50.7M -$1.79M 2 6.08% Reduced
552
CCLA Investment Management
CCLA Investment Management
United Kingdom
$50.6M +$9.78M 1 0.94% Increased
553
WAS
Wesleyan Assurance Society
United Kingdom
$50.4M -$3.32M 3 5.61% Reduced
554
LCS
Levin Capital Strategies
New York
$49.9M -$9.11M 5 5.95% Reduced
555
WI
Wafra Inc
New York
$49.9M +$21.1M 2 1.66% Increased
556
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$49.8M +$1.83M 5 0.92% Increased
557
HCM
Hodges Capital Management
Texas
$49.7M -$27.3M 10 5.9% Reduced
558
Pathstone Family Office
Pathstone Family Office
New Jersey
$49.5M +$24.6M 23 0.38% Increased
559
SGCIA
Smith Graham & Co Investment Advisors
Texas
$49.4M +$171K 6 6.15% Increased
560
Manning & Napier Group
Manning & Napier Group
New York
$49.4M -$834K 2 0.61% Reduced
561
Pacer Advisors
Pacer Advisors
Pennsylvania
$49.3M -$2.63M 22 0.19% Reduced
562
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$49.1M -$1.98M 2 0.59% Reduced
563
Pinnacle Associates
Pinnacle Associates
New York
$48.6M +$3.13M 14 0.9% Increased
564
AFCM
Applied Finance Capital Management
Puerto Rico
$48.1M +$78.3K 3 5.23% Increased
565
Park Avenue Securities
Park Avenue Securities
New York
$48.1M +$9.7M 20 0.75% Increased
566
Railway Pension Investments
Railway Pension Investments
United Kingdom
$48M +$4.72M 3 0.52% Increased
567
First Manhattan
First Manhattan
New York
$48M +$1.68M 21 0.18% Increased
568
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$48M -$421K 4 2.66% Reduced
569
Oberweis Asset Management
Oberweis Asset Management
Illinois
$47.5M +$19.8M 11 5.04% Increased
570
P3I
Progeny 3 Inc
Washington
$47.4M +$6.01M 1 6.47% Increased
571
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$47.4M +$4.94M 7 2.09% Increased
572
Capital International Inc
Capital International Inc
California
$47.4M -$2.82M 4 0.91% Reduced
573
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$47.3M -$4.42M 16 4.32% Reduced
574
CAM
Claret Asset Management
Quebec, Canada
$47.1M -$1.46M 3 9.24% Reduced
575
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$47.1M -$297K 5 2.05% Reduced