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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
576
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$21.9M -$7.1M 8 0.1% Reduced
577
WA
Westport Advisers
Connecticut
$21.9M $0 1 2% Maintained
578
HighTower Advisors
HighTower Advisors
Illinois
$21.8M +$209K 11 0.55% Increased
579
H
Hexavest
Quebec, Canada
$21.6M +$427K 2 0.32% Increased
580
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$21.5M +$1.54M 9 0.62% Increased
581
BLM
Bennett Lawrence Management
New York
$21.4M -$2.46M 2 3.47% Reduced
582
Confluence Investment Management
Confluence Investment Management
Missouri
$21.4M +$2.08M 1 1.33% Increased
583
VAM
Visium Asset Management
New York
$21.4M +$3.86M 7 0.48% Increased
584
CIBC World Market
CIBC World Market
Ontario, Canada
$21.3M +$2.05M 9 0.09% Increased
585
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$21.3M -$4.45M 17 0.8% Reduced
586
AIM
ADAR Investment Management
New Jersey
$21.3M -$6.4M 1 6.45% Reduced
587
Nomura Asset Management
Nomura Asset Management
Japan
$21.2M -$6.29M 8 0.4% Reduced
588
CCIA
Campbell & Co Investment Adviser
Maryland
$21.1M +$11.5M 4 4.13% Increased
589
ICOM
Investment Counselors of Maryland
Maryland
$21M +$627K 3 0.89% Increased
590
Meyer Handelman Company
Meyer Handelman Company
New York
$20.9M +$16.9K 2 1.11% Increased
591
ZAM
Zenit Asset Management
Sweden
$20.9M +$4.23M 1 3.89% Increased
592
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$20.8M -$35.8M 2 0.33% Reduced
593
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$20.8M -$4.72M 10 0.11% Reduced
594
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$20.8M +$5.11M 1 2.74% Increased
595
VVP
Vulcan Value Partners
Alabama
$20.7M +$19.9M 1 0.63% New
596
NC
Northpointe Capital
Michigan
$20.7M -$19.2M 4 2.42% Reduced
597
BA
Broadview Advisors
Wisconsin
$20.6M +$1.56M 2 2.39% Increased
598
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$20.6M -$2.57M 18 0.7% Reduced
599
ERM
Elm Ridge Management
New York
$20.6M -$7.02M 3 2.24% Reduced
600
BUB
BBVA USA Bancshares
Texas
$20.6M +$1.37M 7 0.98% Increased