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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
Provida Pension Fund Administrator
Provida Pension Fund Administrator
Chile
$25.5M +$24.4M 1 0.54% New
577
GWM
Greenwich Wealth Management
Connecticut
$25.4M $0 4 2.56% Maintained
578
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$25.3M +$23.5M 2 0.75% New
579
Chilton Investment Company
Chilton Investment Company
Connecticut
$24.9M -$8.22M 1 0.72% Reduced
580
Numeric Investors
Numeric Investors
Massachusetts
$24.9M -$10.4M 11 0.42% Reduced
581
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$24.8M +$3M 20 1.21% Increased
582
ICOM
Investment Counselors of Maryland
Maryland
$24.8M +$816K 3 1.01% Increased
583
WPC
Waters Parkerson & Co
Louisiana
$24.6M -$36K 3 3.01% Reduced
584
GMI
Greystone Managed Investments
Saskatchewan, Canada
$24.4M +$2.71M 2 0.4% Increased
585
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$24.4M +$314K 17 0.86% Increased
586
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$24.3M +$9.75M 3 1.03% Increased
587
FCIM
Fairview Capital Investment Management
California
$24.3M -$502K 2 2.12% Reduced
588
ID
Integral Derivatives
New York
$24.2M +$22.7M 5 0.33% New
589
Confluence Investment Management
Confluence Investment Management
Missouri
$24.2M +$2.38M 1 1.34% Increased
590
HL Financial Services
HL Financial Services
Kentucky
$24.2M -$1.22M 5 0.73% Reduced
591
MI
Markston International
New York
$24.1M -$1.03M 2 1.53% Reduced
592
SCM
Sigma Capital Management
Connecticut
$24M -$32.5M 2 1.35% Reduced
593
OA
OFI Advisors
Pennsylvania
$23.7M +$2.23M 29 1.92% Increased
594
NEI
Northwest & Ethical Investments
Ontario, Canada
$23.7M +$8.43M 2 1.57% Increased
595
CEP
Chicago Equity Partners
Illinois
$23.6M -$20.2M 8 0.71% Reduced
596
DS
Dudley & Shanley
Florida
$23.4M +$3.19M 1 4.54% Increased
597
BTP
Bloom Tree Partners
New York
$23.4M +$19.4M 1 3.2% New
598
NC
Northpointe Capital
Michigan
$23.4M -$2.61M 4 2.06% Reduced
599
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$23.2M +$21.8M 8 0.98% New
600
CHCM
Columbus Hill Capital Management
New Jersey
$23.2M -$23.5M 1 1.1% Reduced