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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
ORIO
Old Republic International (ORI)
Illinois
$69.2M $0 1 2.6% Maintained
552
LCM
Lionstone Capital Management
New York
$69M $0 1 18.59% Maintained
553
Andra AP-fonden
Andra AP-fonden
Sweden
$68.8M +$18.8M 7 1.01% Increased
554
Country Trust Bank
Country Trust Bank
Illinois
$68.8M -$5.87M 5 1.68% Reduced
555
HM Payson & Co
HM Payson & Co
Maine
$68.3M +$17.3M 16 1.17% Increased
556
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$68.3M -$7.52M 5 0.78% Reduced
557
Douglas Lane & Associates
Douglas Lane & Associates
New York
$68.2M -$1.87M 6 0.94% Reduced
558
Chilton Investment Company
Chilton Investment Company
Connecticut
$68.1M +$16.1M 6 1.78% Increased
559
ACM
ADW Capital Management
Florida
$68.1M -$137M 1 21.47% Reduced
560
DAM
Dorsey Asset Management
Illinois
$67.9M -$1.85M 1 7.32% Reduced
561
NZS Capital
NZS Capital
Colorado
$67.9M +$1.7M 1 2.65% Increased
562
PAIM
Punch & Associates Investment Management
Minnesota
$67.8M +$7.87M 5 3.74% Increased
563
Burney Company
Burney Company
Virginia
$67.5M +$707K 14 2.4% Increased
564
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$67.5M -$3.71M 8 1.31% Reduced
565
Madison Asset Management
Madison Asset Management
Wisconsin
$67.4M -$16.8K 4 0.76% Reduced
566
RG
Renaissance Group
Kentucky
$67.4M +$424K 7 2.77% Increased
567
AGA
Altrinsic Global Advisors
Connecticut
$66.9M -$1.66M 1 2.84% Reduced
568
Vest Financial
Vest Financial
Virginia
$66.6M +$11.8M 7 1.28% Increased
569
Jump Financial
Jump Financial
Illinois
$66.5M +$290K 31 1.36% Increased
570
PIP
Permian Investment Partners
Texas
$66.4M +$4.19M 1 9.18% Increased
571
Park Avenue Securities
Park Avenue Securities
New York
$65.9M -$2.34M 23 0.74% Reduced
572
Washington Trust
Washington Trust
Rhode Island
$65.4M -$3.23M 14 2.29% Reduced
573
Avantax Advisory Services
Avantax Advisory Services
Texas
$65.3M +$1.78M 33 0.43% Increased
574
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$65.3M +$2.04M 2 2.81% Increased
575
CAM
Cidel Asset Management
Ontario, Canada
$65M -$5.75M 7 4.59% Reduced