← All themes

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
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$26.4M -$9.28M 18 0.78% Reduced
577
Asset Management One
Asset Management One
Japan
$26.3M -$1.1M 17 0.39% Reduced
578
NAM
Netols Asset Management
Wisconsin
$26.2M -$6.6M 2 4.23% Reduced
579
Markel Group
Markel Group
Virginia
$26.2M $0 1 0.75% Maintained
580
SFU
Stonehage Fleming (UK)
United Kingdom
$26.2M +$11.5M 6 10.56% Increased
581
OA
OFI Advisors
Pennsylvania
$26.1M +$1.58M 31 1.87% Increased
582
GMI
Greystone Managed Investments
Saskatchewan, Canada
$26M -$23.2K 2 0.47% Reduced
583
WCP
Waterfront Capital Partners
New York
$25.9M -$7.09M 5 10.04% Reduced
584
KMC
Kirr Marbach & Co
Indiana
$25.9M +$177K 2 4.63% Increased
585
AIM
Allen Investment Management
New York
$25.8M -$19.8M 1 2.7% Reduced
586
EC
Everest Capital
Florida
$25.8M -$108K 2 5.42% Reduced
587
BCM
Basswood Capital Management
New York
$25.8M -$4.26M 5 1.32% Reduced
588
NEI
Northwest & Ethical Investments
Ontario, Canada
$25.8M -$1.29M 3 1.6% Reduced
589
SGCIA
Smith Graham & Co Investment Advisors
Texas
$25.7M -$3.73M 5 3.57% Reduced
590
DS
Dudley & Shanley
Florida
$25.7M +$48.5K 1 5.18% Increased
591
Intact Investment Management
Intact Investment Management
Quebec, Canada
$25.7M +$7.2M 3 1.05% Increased
592
Wilmington Trust
Wilmington Trust
Delaware
$25.5M +$36.2K 12 0.43% Increased
593
NRS
Neville Rodie & Shaw
New York
$25.5M -$851K 6 2.56% Reduced
594
GCP
GSA Capital Partners
United Kingdom
$25.4M +$12.5M 23 1.15% Increased
595
ARTA
A.R.T. Advisors
New York
$25.4M +$12.1M 19 1.32% Increased
596
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$25.4M -$13M 2 0.09% Reduced
597
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$25.2M +$11.3M 3 12.32% Increased
598
HCM
Herndon Capital Management
Georgia
$25.1M -$857K 3 0.31% Reduced
599
WP
WMS Partners
Maryland
$25.1M +$3.18M 5 3.87% Increased
600
ICP
Indus Capital Partners
New York
$25M +$16M 2 3.67% Increased