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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
BCMNY
Buckingham Capital Management (New York)
New York
$23.1M +$1.31M 3 1.91% Increased
577
SAM
Skyline Asset Management
Illinois
$23M +$6.33M 1 1.59% Increased
578
Davis Selected Advisers
Davis Selected Advisers
Arizona
$23M +$285K 3 0.08% Increased
579
PC
Passport Capital
California
$22.9M +$19.2M 6 0.46% Increased
580
SRC
Shufro Rose & Co
New York
$22.9M +$2.11M 4 2.43% Increased
581
Nomura Asset Management
Nomura Asset Management
Japan
$22.8M -$317K 10 0.42% Reduced
582
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$22.6M +$6.27M 9 0.15% Increased
583
BIM
Bogle Investment Management
Massachusetts
$22.6M +$5.9M 7 1.68% Increased
584
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$22.5M +$248K 26 1.07% Increased
585
PRA
Parametric Risk Advisors
Connecticut
$22.4M +$4.38M 2 1.49% Increased
586
PGIM
Pacific Global Investment Management
California
$22.3M -$2.69M 7 4.2% Reduced
587
KCM
Kensico Capital Management
Connecticut
$22.1M +$22.7M 1 0.43% New
588
GI
Glovista Investments
New Jersey
$22M +$23.1M 1 2.52% New
589
WP
WMS Partners
Maryland
$21.9M +$395K 4 2.54% Increased
590
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$21.9M -$1.67M 1 0.65% Reduced
591
SAM
Sentinel Asset Management
Vermont
$21.7M -$17.7M 3 0.5% Reduced
592
AC
AFAM Capital
Texas
$21.7M +$453K 4 2.89% Increased
593
Meyer Handelman Company
Meyer Handelman Company
New York
$21.7M +$300K 3 0.99% Increased
594
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$21.6M +$1.95M 10 0.45% Increased
595
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$21.6M -$7.05M 2 2.79% Reduced
596
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.6M -$11.6M 4 0.55% Reduced
597
Blackstone Inc
Blackstone Inc
New York
$21.6M +$12.3M 1 0.06% Increased
598
Zacks Investment Management
Zacks Investment Management
Illinois
$21.5M +$3.35M 7 0.68% Increased
599
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$21.5M -$247K 10 0.66% Reduced
600
T
TOBAM
France
$21.2M +$17.6M 2 0.77% Increased